Administration Permissions #

General Access

Allows access to the main menu at initial login.

Customer File

Allows access to the customer details option from the main menu.

Amend Tables

Allows access to the amend tables option from the main menu.

Bookings

Allows access to the bookings screen from the main menu.

Reports

Allows access to the print standard reports option from the main menu.

Utilities

Allows access to the utilities option from the main menu, this also includes amending password files, maintaining documents and maintenance routines.

Maintain Customers

When in the customer file, allows access to create/amend/delete customer records.

Print Customer

When in the customer file, allows access to the choose & print option.

Print Std Customer Reports

Allows access to print standard customer reports from within customer file then choose & print.

Create Postings

Enables the operator to create a posting either from sales ledger posting routines or a customer file.

Create Batch Postings

Enables the operator to create a batch posting from sales ledger posting routines.

Maintain Subscriptions

Allows the operator to create/amend/delete subscription codes, however, amend tables must also be allowed.

Maintain Schemes

Allows the operator to create/amend/delete schemes, however, amend tables must also be allowed.

Maintain Daily Data

Allows the operator to maintain daily data, however amend tables must also be allowed.

Maintain Analysis Code

Allows the operator to point/u-point analysis codes, however amend tables must also be allowed.

Private Details

Allows the operator to view data that has the private details flag ticked in the customer file. This data will be hidden if this is not enabled.

Financial Control

Allows the operator to amend credit status and credit limits from the renewals tab within a customer file.

Membership Control

Allows the operator to amend the membership type & renewal data from the renewals tab within a customer file.

Card Details

Allows the operator to create/amend/delete cards associated to a customer from within a customer file.

Day Accounts

Enables the creation, posting and invoicing of day accounts.

Amend Points Value

Enables the manual amending of points within a customer file.

View Membership

When enabled will allow read-only access to a customer file. This will override any other permissions linked to customer files.

Amend Messages

Allows the operator to maintain messages, however, amend tables must also be allowed.

Secure Reports

This option is only used if a secure menus are used within the standard customer reports (secure menus must be setup by ESP). The user will be allowed to view the reports within the secure menu.

Account Journal Routines

This option is only applicable for sites running accounts integration. When enabled, this will allow the operator to create journal batches.