Inform's Access Levels allow you to control which salespeople can adjust prices or see cost and gross profit information in MobiOrder. You can assign an Access Level number to a salesperson when you grant them MobiOrder access in the User Master. (See also Add a MobiOrder user.) You can change a user's access level at any time; assignments take effect immediately.
- In Inform ERP, go to File > Company > Access Levels.
- Click Edit.
- Type an Access Level number for the options shown in the table below, and then click Save.
Access Level Category
|Tab||Allows Salesperson to . . .|
|Change or add contacts||Files||Add or edit customer contacts.|
|Delete task/event for other users||Files||Add, edit, and delete activities for other participants.|
|Sales order entry||Sales||Enter a sales order.|
|Enter a manual ship to in S/O entry||Sales||Enter a manual ship-to address during check out in MobiOrder.|
|Change price for contracted items in S/O and quotes||Pricing/Costing||Override prices on sales orders and quotes for items on a price contract.|
|Price quote||Pricing/Costing||Enter a price quote or convert a web order to a price quote.|
|See cost and gross profit||Pricing/Costing||View Cost and Gross Profit options (other than the Salesman Cost).|
|See salesman cost||Pricing/Costing||View only the salesman cost.|
|Price override in S/O||Pricing/Costing||Override a sell price on a sales order.|
|Price override in P/Q||Pricing/Costing||Override a sell price on a price quote.|
|Price override below G/P%||Pricing/Costing||Enter a price that is below a product's minimum gross profit percentage.|