Easify User Guide...
- System Requirements & Installation
- Getting Started
- Products and Services
- Customers
- Orders & Quotes
- Purchasing
- Point of Sale
- Security
- Finance
- Troubleshooting
- Easify Advanced Server Upgrade
- Easify Advanced Server (EASU)
- Getting Started with EASU
- Running Multiple Companies in Easify
- Scheduled Orders, Purchases & Backups
- ECommerce with XML/SOAP
User Permissions
Accounts
User can access the accounting system: Allows user to access the financial reports under the Reports->Finance menu.
User can access management reports: This permission reserved for future use.
User is allowed to export sales data: The user can export sales data from Easify to CSV file.
Backup and Restore
User is allowed to backup the Easify database: Allows the user to backup the Easify database via the Tools menu.
User is allowed to restore Easify from a backup: Allows the user to restore a backup of the Easify database via the Tools menu. You will probably want to restrict which users can use this feature as restoring your Easify database should only be done in the event of a disaster.
Customers
User can access the customers screen: Enabling this permission will allow the user to open the customers screen.
User is allowed to export customers: Whether the user is allowed to export the Easify customer list to a file.
User is allowed to change customer account terms, trade and credit: Allows the user to manage account terms and credit.
User is allowed to import customers: Enabling this permission will allow the user to import customer records from a CSV file.
General
User can debug system: This permission reserved for future use.
User can access the Knowledgebase: Allows the user to open the Knowledgebase.
User can delete Knowledgebase articles: Grant this permission if you want the user to be able to delete knowledgebase articles.
Options
User is allowed to access the options menu: Enable this if you want the user to be able to gain access to Easify options.
User can change VAT settings: Enabling this permission will allow the user to be able to change Easify VAT settings. You will probably not want to enable this permission for most users as VAT settings are generally set one time, or VAT rates are changed.
User is allowed to access the options menu EPOS tab: Enable this permission to let the user make changes to EPOS setting in the Options screen,
User is allowed to access the options menu Quotes & Orders tab: Allows the user to make changes to the Quotes & Orders settings of the Options screen.
User is allowed to access the options menu Email Notifications tab: Granting this permission enables the user to edit Email Notification settings in the Options screen.
User is allowed to access the options menu Products tab: Allow the user to edit Products settings in the Options screen.
User is allowed to access the options menu Payment Terms tab: Allow the user to edit Payment Terms settings in the Options screen.
User is allowed to access the options menu Purchasing tab: Allow the user to edit Purchasing settings in the Options screen.
User is allowed to access the options menu Order Types tab: Allow the user to edit Order Types settings in the Options screen.
User is allowed to access the options menu Default Margins tab: Allow the user to edit Default Margins settings in the Options screen.
Orders & Quotes
User can access the orders screen: Enable this permission to allow the user to access the Orders & Quotes window.
User can access the EPOS system: Enable this permission to allow the user to access the Point of Sale window.
Products
User can upload updates to website: This permission reserved for future use.
User is allowed to run automated price checks: This permission reserved for future use.
User can edit manufacturers: Enable this permission to allow the user to access the Manufacturers window.
Users can access the Products screen: Enable this permission to allow the user to access the Products window.
Users is allowed to import product data: Enable this permission to allow the user to import products from CSV or TAB files.
Purchasing
User is allowed to access the purchasing screen: With this permission the user can gain access to the purchasing screen.
User is allowed to export purchase data: Allows the user to export purchases to CSV file.
Security
User is allowed to manage other users logins: Grant a user this permission if you would like them to be able to manage other users in Easify.
User is allowed to view history event log: Allows the user to review the Easify history event log. Generally you would only allow this permission for supervisors or managers.
Suppliers
User can access suppliers screen: Enable this permission to allow the user to access the Suppliers window.