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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.