How To Limit Access To Employees to Certain Info

Here's a step-by-step guide on how to manage the employee access to information

Written by ShopXpert Inc.

Updated 4 months ago

Access the Employees page:

Select "Employees" and open the "Employees" page - click on the specific employee you want to limit access.

In the employee menu bar, select the "User Prefs" section to view details such as Capabilities, Supervisor, and Access. To edit the access section, click on the EDIT button.

On the access section, you will be able to turn on and off the access for the following accounts:

CustomersSuppliers
Employees
Products
Operations
Sales
Jobs
Purchases
Reports
Tools
Communication

For each row, you can give or take access to: VIEW, EDIT, DELETE, CREATE, and DOCUMENT ACCESS. When you are done, don't forget to save your changes.

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