Define Security – User Options – Trader

To change user access to what can be used on the trader card:

1. On the Set-up menu, click Company.
2. On the tab row, click Logins.
3. In the Logins list, select the user. The line is highlighted.
4. Click Define Security. The Access Details window opens.
5. Click the User Options tab.
6. Select or clear the options:
   • Allow change trader Account Contact– Trader > Contact > Accounts
   • Allow change trader Account manager– Trader > Contact > Account manager
   • Allow change trader after creation–
   • Allow change trader auto cheapest– Trader > Auto cheapest
   • Allow change trader Code– Trader > Code
   • Allow change trader Country– Trader > Country
   • Allow change trader Credit controller– Trader > Credit controller
   • Allow change trader Customer ref–
   • Allow change trader discount– Trader > Discount %
   • Allow change trader discount RRP– Trader > RRP
   • Allow change trader Ecom Credit– Trader > ECom Credit
   • Allow change trader EORI number– Trader > EORI
   • Allow change trader Min order– Trader > Minimum order value
   • Allow change trader Name– Trader > Name
   • Allow change trader Next chase date– Trader > Next
   • Allow change trader PPD– Trader > PPD%
   • Allow change trader Rep–
   • Allow change trader Type–
   • Allow change trader VAT Reg– Trader > VAT Registration
   • Allow copy/paste from F9 search– Trader > Browse > List View > Copy to clipboard
   • Allow edit of Bank Details on F9 – on Bank Details, bank account details can be added, edited or deleted.
   • Show Trader Comms tab – Trader > Settings > Comms
7. Click Confirm.

See Also