This article is for DeskManager 11. For DeskManager Online see User Roles.
Security Settings
DeskManager user security settings allow you to customize permissions to users of the program. These options are available after adding a new user.
To edit an existing user account start by clicking File > Setup. User Security will automatically be the first option under Setup. Next double click on the user you would like to edit.
Clicking on a menu option on the left pane will bring up permissions related to that section of the program in the middle pane. A checkbox signifies the user is permitted to perform this action. In the example below, the user is now unable to add a new payment.
Be sure to save your changes when you’re done.
Filters
Users can also have filters applied for the inventory and deal lists. These filters can be based on buyer, employee, inventory sub-status, or lot. Having no filters will allow the user to see all inventory and deals.
To start the filter process click the Filters tab inside a user.
Next check whether you would like to filter the deals that user sees, the inventory that user sees, or both.
Next choose the parameters for the filter. As mentioned above the filters can be based on buyer, employee, inventory sub-status, or lot. Take note of the equals (=) and does not equal (<>) option.
Be sure to save your changes when you’re done.
Password Change
To change the password simply enter your new password twice in the user security window.
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