Security Attributes Table

These are the security attributes that conditionally update the users belonging to that team when you change them on a team.

Note: >eDocs is not updated from team to user.

	Updated By
	Primary Team	Least Restrictive
General
Real Name	Not updated
Login Name	Not updated
Password	Not updated
Confirm Password	Not updated
Date entry format	Primary
Default company	Primary
Email Address	Not updated
Reply to email	Not updated
Is Active	Not updated
Is Account locked	Not updated
Drill down is read only		Least Restrictive
Allow system console		Least Restrictive
Can Access ODBC		Least Restrictive
Can remove users		Least Restrictive
Is queue administrator		Least Restrictive
Inspector		Least Restrictive
Receive queue notifications		Least Restrictive
Enable warning	Primary
Warn - days before expiry	Primary
Function key mappings	Primary
Enter Key acts as TAB		Least Restrictive

Menu Security
(Menu security) table		Least Restrictive
AR		Least Restrictive
GL		Least Restrictive
AP		Least Restrictive
PO		Least Restrictive
Web access is permitted		Least Restrictive
Allow email from address		Least Restrictive
View users		Least Restrictive
System info		Least Restrictive
Register online		Least Restrictive
Explorer		Least Restrictive
Objects to load		Least Restrictive
Can send user messages		Least Restrictive
Designer - Editor is permitted		Least Restrictive

Print Forms
Default printer	Primary
Default paper size	Primary
Enable hotprint	Primary
Print preview default size	Primary
Show report definitions	Primary
Use profiler	Primary
Hotprint setup	Primary

Access
Company access table		Least Restrictive
Suite table		Least Restrictive

Data Entry
Allow posting to Prior/Future		Least Restrictive
Default line Items	Primary
Edit external system transactions		Least Restrictive
Save AP Invoices line by line		Least Restrictive
Save AR Invoices line by line		Least Restrictive
Prompt for unavailable inventory at AR Entry		Least Restrictive
Override stop credit on import		Least Restrictive
Hold Code	Primary
Hide Top 10 Customers		Least Restrictive
Action on credit limit exceeded	Primary
Save PO line by line		Least Restrictive

Privileges
Privileges table		Least Restrictive
Default Team	The dropdown list only includes the team that the user belongs. You cannot set this as an option because a team cannot belong to another team.
Assign default team on new table	Doesn't update based on team

Business Analyst
Analysis Tab in Masterfiles		Least Restrictive
Default View	Primary
Load on startup		Least Restrictive

Mobile (the Mobility tab is not available for teams)
Mobile user	Doesn't update based on team
Applet Access	Doesn't update based on team
Preference Group	Doesn't update based on team
User Profile	Doesn't update based on team
Salesperson	Doesn't update based on team
Auto enable numeric keypad	Doesn't update based on team
Auto enable alphanumeric keypad	Doesn't update based on team
	Doesn't update based on team
Sales Orders - Options
Allow link to purchase orders		Least Restrictive
Set SO delivery date to PO expected date		Least Restrictive
Allow link to factory orders		Least Restrictive
Allow editing of finalised packing slips		Least Restrictive
Allow editing of exchange rate		Least Restrictive
Warn on special price		Least Restrictive
Warn on duplicated inventory item		Least Restrictive
Enable companion item selection		Least Restrictive
Allow cancelling of order/lines		Least Restrictive
Expand line item in SO Enquiry table		Least Restrictive
Allow credit card decryption		Least Restrictive
Prompt for unavailable inventory at SO Entry		Least Restrictive
Display quantities for all locations		Least Restrictive
Default PO Enquiry to all locations		Least Restrictive
Always display alternative locations		Least Restrictive
Customer status displays enquiry form		Least Restrictive
Allow Forward Orders		Least Restrictive
Forward Order Status	Primary
Display available only in SO Release Backorders		Least Restrictive

Sales Orders - Defaults
Branch	Primary
Location	Primary
Line Type	Primary
Line Sequence	Primary
Order status	Primary
Default delivery date to today plus - days	Primary
SO Status Print	Primary
Generate Pslips	Primary
Generate Invoices	Primary

Sales Orders - Settings - Sales Order
Display header as default	Doesn't update based on team
Focus cursor in the table	Doesn't update based on team
Sales Order table		Least Restrictive

Sales Orders - Settings - Packing Slip
Display header as default	Doesn't update based on team
Packing slip table		Least Restrictive

Sales Orders - Order Entry Control
Action on credit limit exceeded	Primary
Always check		Least Restrictive
Maximum order value		Least Restrictive
Max order value exceeded action	Primary
Maximum discount%		Least Restrictive
Max disc% exceeded action	Primary
Check for Minimum GP %??		Least Restrictive
Minimum gross profit%		Least Restrictive
Min GP% not reached action	Primary

Purchase Orders - Options
Default receipted quantity to zero		Least Restrictive
Default header and line narration on order		Least Restrictive
Allow edit of exchange rate on receipt		Least Restrictive
Allow cancelling of order lines		Least Restrictive
Allow link to Sales Orders		Least Restrictive
Commit inventory only		Least Restrictive
Default Shipments Expected Quantity to Zero		Least Restrictive
Allow edit of exchange rate on shipment		Least Restrictive
Supplier status displays enquiry form		Least Restrictive
Expand line items in PO Enquiry table		Least Restrictive
Prevent over receipting		Least Restrictive

Purchase Orders - Defaults
Branch	Primary
Location	Primary
Lint Type	Primary
Line sequence	Primary
PO Status	Primary

Purchase Orders - Settings - Purchase Order
Display Header as Default	Doesn't update based on team
Purchase order table		Least Restrictive

Purchase Orders - Settings - Receipt
Receipt table		Least Restrictive

Purchase Orders - Settings - Shipment
Shipment Table		Least Restrictive

Purchase Orders - Receipt Control
Maximum order value		Least Restrictive
Max order value exceeded action	Primary

Inventory
Company	Primary
Default branch	Primary
Default location	Primary
Default IN Trans type	Primary
Set default location for transfers to location to??		Least Restrictive
Default location is read only for data entry		Least Restrictive
Enable Bin suspense on receipting		Least Restrictive
Enable Bin suspense on picking		Least Restrictive
Increasing trans type	Primary
Decreasing trans type	Primary

Job Costing
Company	This is not a setting. It enables the settings below for each company
Profit Centre Group	Primary
Permit invoicing		Least Restrictive

Manufacturing - Manufacturing
Allow link to sales orders		Least Restrictive
Commit inventory only		Least Restrictive
Load BOM structure for all bills		Least Restrictive
Load when form loads		Least Restrictive
Default Location	Primary

Manufacturing - MRP
MRP Review Colours	Primary

Manufacturing - Planning Board
Show on order per row	Primary
Display on board	Primary
Date ranges on	Primary
Column Width	Primary
Row Height	Primary
Planning Board Colours	Primary

CRM - Privileges
Privileges table		Least Restrictive
Default Team	Doesn't update based on team
Notes - Can delete on read/write		Least Restrictive
Notes - Can change on read/write		Least Restrictive
Notes - Can change on read only		Least Restrictive
Attachments - Can delte on read/write		Least Restrictive

CRM - More Privileges
Assign default user on new	Primary
Assign default team on new	Primary

CRM - Integration
Integration Table		Least Restrictive

CRM - Templates
Module
Function
Location	Doesn't update based on team
File Name	Doesn't update based on team

CRM - Service
JC Employee Link
Default Service Calendar	Primary
Default Service Planner	Primary
Default Product	Primary
Always allow Inventory additions to service requests	Primary

CRM - Sales
Use these settings on quotes		Least Restrictive
Maximum value		Least Restrictive
Maximum discount %		Least Restrictive
Maximum gross profit %		Least Restrictive
Enable companion item selection		Least Restrictive
Change or View Costs		Least Restrictive
Change or View Sell		Least Restrictive
Default Quote Type	Primary
Default Sales Person	Primary
Default Quote Branch	Primary
Default location	Primary
CRM Inventory Search	Doesn't update based on team
Can approve return authority		Least Restrictive
Default Return Authorities as approved		Least Restrictive
Access Stored Credit Cards on Quotes		Least Restrictive
Allow editing of exchange rates	Doesn't update based on team

CRM - Bookings
Enable maximum allowed rate discount check		Least Restrictive
Maximum rate discount		Least Restrictive
Default Filter	Primary

CRM - Print
Counter Sales Receipt	Primary
Bookings	Primary
Quotes	Primary
Mail Merge - Name	Primary
Mail Merge Title	Primary

CRM - eCRM
Can search all Sales Orders		Least Restrictive
Locked out of eModules	Doesn't update based on team
Allowed Download of lists		Least Restrictive
Allow assigning unassigned Calls		Least Restrictive
Allow assigning unassigned Service Requests		Least Restrictive

CRM - Outlook
Prompt Outlook Synchronisation on exit	Primary
Default values to Publish - Appointments	Primary
Default values to Publish - Contacts	Primary
Default values to Publish - Followups	Primary
Contact conflict action	Doesn't update based on team

CRM - Inbound Email
Enable file inbound emails	Doesn't update based on team
Include Attachments on Emails	Doesn't update based on team
File against contacts	Doesn't update based on team
File against myself	Doesn't update based on team
Create communication records	Doesn't update based on team
Attach To Primary	Doesn't update based on team
Exclude	Doesn't update based on team
My Outlook Email	Doesn't update based on team
Always apply templates	Doesn't update based on team
Default File Against Status Selection	Primary
Default File Against View Mode	Primary
Show File Against dialog in Outlook	Doesn't update based on team
Require File Against details	Doesn't update based on team
Confirm when re-filing emails in Outlook	Doesn't update based on team
Move to folder in Outlook	Doesn't update based on team
Require password	Doesn't update based on team
File Against list	Doesn't update based on team

CRM - Inbound File
Enable inbound file	Doesn't update based on team
Show File Against dialog	Doesn't update based on team
Require password	Doesn't update based on team
Require File Against details	Doesn't update based on team
Default File Against View Mode	Primary
Default File Against Status Selection	Primary
File against list	Doesn't update based on team

Workflow - Desktops
My Desk	Primary
Sales Desk	Primary
Support Desk	Primary
Debt Coll. Desk	Primary
Fund Raise Desk	Primary
'My' Desk is loaded on login	Primary
Set Notification to Read on drill-down	Primary
Remember form sizes and positions	Primary

Workflow - Privileges
Privileges Table		Least Restrictive
Notes - Can delete on read/write	Doesn't update based on team
Notes - Can change on read/write	Doesn't update based on team
Notes - Can change on read only	Doesn't update based on team
Attachments - Can delete on read/write	Doesn't update based on team

Workflow - Approvals & BPM
Administrative rights for Approval	Doesn't update based on team
All Tasks/processes visible	Doesn't update based on team
Approval & BPM Delegates	Doesn't update based on team
My Manager	Doesn't update based on team
My Supervisor	Doesn't update based on team
	Doesn't update based on team
Workflow - Integration
Integration table		Least Restrictive
Mobile	Doesn't update based on team

Workflow - Autoscan
Autoscan Table	Doesn't update based on team
Barcode Printer	Doesn't update based on team

Workflow - eApprovals
Allow Web Login		Least Restrictive
My Records - Alert Collection	Primary
My Reports	Primary

SCM - Privileges
Privileges table		Least Restrictive
Default Team	Doesn't update based on team

SCM - More Privileges
Can Receipt IN Transit Transfers		Least Restrictive
Locked out of eModules	Doesn't update based on team
Assign default user on new	Primary
Assign Default team on new	Primary

SCM - Requisitions
Default Branch	Primary
Approval Branch	Primary
Default Warehouse	Primary
Default Tax Type	Primary
Default Req. Type	Primary
JC IN Tran Type	Primary
PO Generation		Least Restrictive
Create Requisitions On Hold		Least Restrictive
Can Release On Hold Requisitions		Least Restrictive
Limit Stock By Supplier		Least Restrictive
Hide Requisition totals		Least Restrictive
Allow download of lists	Doesn't update based on team
Hide Source Requisition button		Least Restrictive
Generate Requisition from Sales Order		Least Restrictive
Can Unsubmit Requisitions		Least Restrictive
(Requisitions) table		Least Restrictive

SCM - Print forms
Requisition	Primary

SCM - JC Estimates


SCM - eRequisitions
Allow Web Login	Tab not available on the Team Maintenance form
Allow Delegates management	Tab not available on the Team Maintenance form
Can approve requisitions	Tab not available on the Team Maintenance form
From amount and to amount	Tab not available on the Team Maintenance form
Show requisitions outside range	Tab not available on the Team Maintenance form

eTimesheets
Can un-approve eTimesheets	Doesn't update based on team

HR - Privileges
Privileges Table		Least Restrictive
Default Team	Doesn't update based on team

HR - More Privileges
Assign default user on new	Primary
Assign Default team on new	Primary

HR - Templates
Module
Function
Location	Doesn't update based on team
File Name	Doesn't update based on team

HR - Print Forms
Hotprint Setup - Pay Slip	Primary
Hotprint Setup - Other	Primary

HR - Data Entry
Default Pay Group	Primary
Default Pay Line Type	Primary
Default Job from previous line	Primary
Default date from previous line	Primary
Default pay tab from maintain buttons on Maintain Pay Run	Primary
Default pay transaction type from previous line	Primary
Default narration from previous line	Primary
Allow posting to Future HR Periods	Doesn't update based on team
Allow posting to Prior HR Periods	Doesn't update based on team

HR - Security
Show HR data in Explorer		Least Restrictive
Allow reporting on Payroll Transactions		Least Restrictive
Allow access to Payroll transactions in Browser		Least Restrictive

HR - Other
Service Planner Desk	Primary

Point Of Sale - General
Default salesperson	Primary
Default station	Primary
New lines after inventory item selected	Primary
Include location in the entry table	Primary
Include Discount % in the entry table	Primary
Include user in the entry table	Primary
Warn on applying insufficient inventory	Primary
Display parked document amount	Primary
Display button icons	Primary
Sale limit value		Least Restrictive
Credit limit override		Least Restrictive
Receipt limit override		Least Restrictive
IN Maintenance - Costing		Least Restrictive
IN Maintenance - Pricing		Least Restrictive
IN Maintenance - Options		Least Restrictive
		Least Restrictive
Point Of Sale - Line Entry
Location	Primary
All Branches	Primary
Prompt for unavailable inventory	Primary
Display quantities for all locations	Primary
Always display alternative locations	Primary
Price	Primary
Calculate discount on price change	Primary
Zero discount on price change	Primary
Allow zero price	Primary
Discount %	Primary
Reset price on discount change	Primary
Prive level	Primary
Unit measure	Primary
Tax Code	Primary
Tax %	Primary
Maximum discount		Least Restrictive
Authorised to override		Least Restrictive
Recalculate values		Least Restrictive
Retain higher discount %		Least Restrictive
Retain lower price		Least Restrictive

Point Of Sale - Access
Saved document retrieval		Least Restrictive
All stations sales		Least Restrictive
All stations returns		Least Restrictive
All stations quotes		Least Restrictive
Delete documents		Least Restrictive
Non cash sales		Least Restrictive
Customer account setup		Least Restrictive
Returns entry		Least Restrictive
Quotation entry		Least Restrictive
Till totalling		Least Restrictive
All stations parked documents		Least Restrictive
Only modify my parked document line items		Least Restrictive

WebView
Allowed WebView Access		Least Restrictive
Username	Doesn't update based on team
Password	Doesn't update based on team
Menu	Doesn't update based on team
Allow export to excel	Doesn't update based on team
WebView designer user		Least Restrictive
User email address as Web login ID		Least Restrictive
User password as Web Password		Least Restrictive
Account Locked	Doesn't update based on team
Allowed to change password	Doesn't update based on team
Active directory login	Doesn't update based on team