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:
- Go to Main Menu > Options > Settings.
- Click Manage your account and team…
- 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.
- Choose which options you’d like to restrict by un-checking the various modules.
- 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.
|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.|
|–||Able to use inFlow’s Reorder Stock function. This is found in two places:
1. Main Menu > Inventory > Reorder Stock
|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.|
Team Member Tracking Report
Along with modifying access rights in inFlow Cloud, you can also track changes made by all your team members in a report. For more information take a look at this article.