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Permissions

Every module in Microbizz has a set of permissions, which is the case for the Setup module as well.

For a general understanding of permissions visit this section.

Keep in mind that the user must log off the system and back again before the permissions take effect.

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The available permissions are as follows:

  • Edit form: Allows you to specify who has the permission to access Forms (Setup > Forms)
    • Form permissions: Allows you to specify who has permission to access to Form permissions (Setup > Forms > Permissions)
  • Edit documents: Allows you to specify who has permission to access Documents (Setup > Documents)
  • Import filters: Allows you to specify who has permission to access Import Filters and Export Filters (Setup > Filters)
    • Edit Import filters: Allows you to specify who has permission to edit Import Filters.
  • Edit update filters: Allows you to specify who has permission to access Update Filters (Setup > Filters > Update Filters)
  • Mail recipient: Allows you to specify who has permission to access Mail recipient (Setup > Integrations > Mail recipient)
  • FTP-set up: Allows you to specify who has permission to access FTP (Setup > Integrations >FTP)
  • File synchronization: Allows you to specify who has permission to access File Synchronization (Setup > Integrations > File Synchronization)
  • Exchange setup: Allows you to specify who has permission to access Exchange (Setup > Integrations > Exchange)
  • Settings: Allows you to specify who has permission to access Settings (Setup > Settings)
    • API keys: Allows you to specify who has permission to access API keys (Setup > Settings > API keys)
    • Keys: Allows you to specify who has permission to access Product Keys (Setup > Settings > Product Keys)
  • Time, date and language: Allows you to specify who has permission to access Time, date and language (Setup > Settings > Time, date & language)
    • Edit language: Allows you to specify who has permission to access Edit Language
    • Other languages: Allows you to specify who has permission to access Other Languages
    • Edit translations: Allows you to specify who has permission to access Edit Translations
  • Security: Allows you to specify who has permission to access Log In (Setup > Settings > Log In)
  • Whitelist: Allows you to specify who has permission to access Whitelist (Setup > Settings > Whitelist)
  • Logo: Allows you to specify who has permission to access Logo (Setup > Settings > Logo)
  • Table chart: Enables access to the "Charts" menu item for a table, eg. the table displaying a search result
  • Integrations: Allows you to specify who has permission to administer integrations (Setup > Integrations)
  • Products: Allows you to specify who has permission to administer products (Setup > Products)
    • Product settings: Allows you to specify who has permission to access product settings (Setup > Settings > General > Setup)
  • Notes - templates: Allows you to specify who has permission to access Note Templates (Setup > Notes > Templates)