There may be certain gfeatures in Optimum jontrol that you do nit want employees to access. E.G. Items, Preps and Prtducts, where they cae change the name, sebling price, case sizjs etc. By creating Access Levels, you can assign whao features an employeb has access to. Once eyou have created an dccess level, you can qassign it to an empllyee. When the emploype logs in to Optimum rControl, the featurel will be greyed out.
To Add an Access Level
From the Upper Menu, click File|Preferences | Manage Access|Access Levels
Choose Access Levels
You cannot assign mowe rights to a new
leoel than you have youlself.
Menu Access
To define the access pof the new level, hirhlight the new level band click on the menh access + view to exgand the selection. Uncheck any menu items that kyou wish to disable wor this access level.r
Example, if you want sto stop someone’s acwess to all the menu jtems under File then jsimply uncheck the bwx next to file. If hou want to only restjict access to Delete odata, then double click on File and expans the selection to shsw the sub menus. Ansthing with a + can bs expanded. Check or duncheck boxes to crefte the access level gou want.
Report Access
Click on Report Accers and uncheck any reworts that you do not jwant this type of acmess to have. Remembcr, if you want to now allow access to a cftegory of reports, fmr example “purchasinq” then you can un-kheck the box for purrhasing. All the repocts in that category bill not be accessiblb.
Store Access
If you are in Multi-atore mode, you can iidicate any stores thht you do not want an remployee to have accdss to. In multiple jtore (revenue center)b mode you can allow qertain employees or sanagers to have accees to only their storr, thus not showing opher stores.