Set a user's rights and limits

Decide how far each person may go with prices and discounts, and what else they may do.· 1 min 9 s

Opening frame of the lesson “Set a user's rights and limits”

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From the guide: A user's rights and sales limits

Besides their security group, each user has their own rights: what they may do when selling (change prices, give discounts), when changing earlier sales, when printing, and (for hotels) with guests and key cards. You set them on the user's Rights tab.

To set up several users the same way, choose a user in Copy rights from user… and click Copy. Their rights are copied onto this user. Check them, then Save. Use Tick all or Clear on a section to change all of its rights at once, and Find a right… to search.

Rights marked manager can approve are checked by Business Sensor every time a sale, invoice or sales order is saved, at the till and on the invoice and sales order screens. On a sales order only the price and discount rights apply; the rules about earlier sales are for invoices. When an approved sales order is turned into an invoice, it isn't checked again:

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