More Privileges Tab

Use this tab to define the default Assign To user or team when creating new records.

Options Reference

Each option and field on the form is described below. Mandatory options and fields are highlighted in red.

Locked out of eModules

Locks the user out of Greentree Desktop if the user exceeds the number of login attempts set on the Main tab of the Cash Management Module Control form. To unlock, deselect this option.

Default User

Sets the default user for the Assign User field on the Security tab of each SCM form.

Select:

Module Default - Use the settings on the Security tab on the Cash Management Module Control form.
Mine - Defaults to the user who is logged in.
Unassigned - No default users is assigned when a new record is created.

Default Team

Sets the default team for the Assigned Team field on the Security tab of each SCM form.

Select:

Module Default - Use the settings on the Security tab on the Cash Management Module Control form.
Default Team: The default team for the user who is logged in is used.
Unassigned - No default team is assigned when a new record is created.

Note: Using CRM teams is optional.