Articles
Establishing Roles
Found by selecting Roles at Hub / Setup / Users , this important step must be done before Users can be added. Consider the tasks Users perform and the access needed to various areas of the company data and reports. As each Role is defined, the ab...
Establishing Users
Add Users and assign a Role at Hub / Setup / Users . In addition to the Role restrictions, several security-related restrictions may be added at the User level. These include restrictions to certain General Ledger Account Categories, Product cost...
Batch Assign Roles
This area allows for temporarily changing Users' Roles to one that is restricted, allowing the End of Month process to proceed. Once the month is closed, use this same tool to change the Users back to their original Roles. Users can also be excluded...
User Login Setup
Additional security options are available at Hub / Setup / Users by selecting Options and/or Location Restrictions . The optional Agvance user security found by selecting Options serves to control access to data. Access to the User area of th...
Inactivating vs. Deleting Users
A common question that comes up regarding Users who no longer need access to Agvance is whether to mark them as Inactive or delete the User completely.
Best practice is to mark the User as Inactive . Deleting the User from the Agvance dat...
