How do I restrict what my team members can do/access in inFlow Cloud?

Need to change your team members settings for accessing certain data in inFlow Cloud? Here’s how you can control your team members user access rights.

 


 

To adjust restrictions on a team member:

  1. Go to Main Menu > Options > Settings.
  2. Click Manage your account and team…
  3. inFlow will bring you to your web browser. Click on Manage my account and then click Edit beside the team member you want to change settings for.
  4. Choose which options you’d like to restrict by un-checking the various modules.
  5. Click Save.

See below for an explanation of the restrictions available in inFlow.

Note that turning off the access to view a module automatically turns off the access for editing as well.

Restrictions
Access Rights Viewing Editing
Sales Order Able to view all sales orders, sales reports and dashboard sales info. Able to view, create and edit all sales orders.
Order Prices Able to view and edit prices on sales orders.
Customers Able to view all customer records, statements, and customer-related reports.

If this is restricted, all sales order viewing and editing access will be restricted automatically.

Able to view, create and edit all customer records.
Purchase Orders Able to view all purchase orders, purchase reports and dashboard purchasing info. Able to view, create and edit all purchase orders.
Vendors Able to view all vendor records, statements, and vendor-related reports.

If this is restricted, all purchase order viewing and editing access will be restricted automatically.

Able to view, create and edit all vendor records.
Work Orders Able to view all created work orders. Able to view, create, and edit all work orders.
Reorder Stock
.
Able to use inFlow’s Reorder Stock function. This is found in two places:

1. Main Menu > Inventory > Reorder Stock
2. Dashboard > Products to Reorder.

Count Sheet Able to view all created count sheets. Able to view, create and edit all count sheets.
Transfer Stock Able to view all created stock transfers. Able to view, create, and edit all stock transfers.
Adjust Stock Able to view all created stock adjustments. Able to view, create, and edit all stock adjustments.
Current Stock Able to view Current Stock and any inventory reports/dashboard info showing current stock
History Able to view all product movement history, inventory movement reports. Does not affect order history.
Products Able to view all product information (unless otherwise specified in other restrictions). Able to view, create, and edit all product records (unless otherwise specified in other restrictions).
Cost Info Able to view all product cost information, cost value reports, and profit reports. Able to view, enter and edit cost information in product records.
Product Category Able to add and edit product category information.
Reports Able to generate and view reports.
Settings Able to view all settings in the general Settings window. Cannot be restricted if user is an administrator. Able to view and edit all settings in the general Settings window. Cannot be restricted if user is an administrator.
Print Settings Able to view the settings in the Print Settings window. Able to view and edit settings in the Print Settings window (change template, font colors + sizes, document footers, add custom documents).
Import Able to import data into inFlow.
Export Able to export data out from inFlow.
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