Screens and menus
Every Administration menu entry and screen: where to find it, what it is for, what its list shows and which permission it needs.
On this page (10)
Administration > Users
System users
- What it is for
- Everyone who can sign in to this company (an employee is not automatically a user)
- List: columns and filters
- Username, Name, Status, User type, In this company, Employee, Licence, Last sign-in, Devices (Email, Created hidden). Search, filters, group by, sort, paging; 9 summary tiles
- Buttons and actions
- New system user (3-step wizard); open a user
- Permission needed
- member.view (list), member.manage (changes); screen only for company admins
Roles
- What it is for
- Job-based bundles of permissions
- List: columns and filters
- Role, What it is for, Origin (Comes with a2NSoft / Yours), Can do (count), Risk, People, Give to
- Buttons and actions
- New role, open role editor, Who has it, Copy role, Save/Discard
- Permission needed
- member.view / member.manage
Field access
- What it is for
- Hide, mask or make read-only one field for a role or a person
- List: columns and filters
- Applies to, Record, Field, Restriction, Why, Lift
- Buttons and actions
- Restrict a field, Lift
- Permission needed
- member.manage
Record access
- What it is for
- Which rows a role or person reaches for each kind of record
- List: columns and filters
- Applies to, Record, Reaches, Why, Lift
- Buttons and actions
- Narrow a record, Lift (back to default)
- Permission needed
- member.manage
Exceptions and limits
- What it is for
- Dated allow/refuse exceptions for one person, and approval amount ceilings
- List: columns and filters
- Exceptions: Person, May, Until, Only when, Granted by, Why. Limits: Person, Approving, Up to, Why
- Buttons and actions
- Add an exception, Set an approval limit, Withdraw, Remove
- Permission needed
- member.manage
Access review
- What it is for
- Duty conflicts, company decisions on each conflict rule, periodic access reviews, 'why can they' inspector
- List: columns and filters
- Tiles: People, Duty conflicts, Exceptions in force, Never reviewed. Lists: conflicts, the 18 rules, people
- Buttons and actions
- Decide a rule, Review a person, Why? inspector
- Permission needed
- member.view / member.manage
API keys
- What it is for
- Bearer keys for integration users
- List: columns and filters
- Key, Starts with, Integration user, Limited to, Ends, Last used, Status
- Buttons and actions
- New key, Rotate, Revoke
- Permission needed
- member.manage; screen only for company admins
System users > open a user
User record
- What it is for
- Everything about one login: identity, companies, roles, data access, field security, limits, licence, security, sessions, audit
- List: columns and filters
- Tabs: General, Employee, Companies, Roles, Data access, Field security, Approval limits, Licence, Security, Sessions, Audit
- Buttons and actions
- Edit/Save/Discard; Actions: reset password, force change, two-step sign-in, lock/unlock, suspend, activate, log out all devices, clone, archive
- Permission needed
- member.manage
Administration > Settings
Settings
- What it is for
- One searchable page of settings: General (appearance, developer, company & access, danger zone), CRM, Accounting, Inventory, Master data, Storage and backup
- List: columns and filters
- Search settings box; left areas
- Buttons and actions
- Theme, colours, language, developer mode, links, Clear transaction data
- Permission needed
- company.view; danger zone admin only
Administration > Configuration
Custom fields
- What it is for
- Add company-specific fields to contacts or products
- List: columns and filters
- Applies to, Key, Label, Type (search, filters, group by)
- Buttons and actions
- Add custom field; Change my password
- Permission needed
- company.manage + admin to add; company.view to read
Email sending
- What it is for
- SMTP accounts by scope: everyone, company, branch, person (most specific wins)
- List: columns and filters
- Name, Applies to, Send from, Server, Remove (plain table, no search)
- Buttons and actions
- Add an account, edit, remove
- Permission needed
- company.manage + admin
- What it is for
- Meta WhatsApp Business connections by scope
- List: columns and filters
- Name, Applies to, Number, Webhook, Remove
- Buttons and actions
- Add a connection, edit, remove
- Permission needed
- company.manage + admin; global = installation owner
Menus
- What it is for
- Rename, hide or reorder menu entries per module (hiding is not a permission)
- List: columns and filters
- Module select; Menu, Rename EN, Rename AR, Shown, Move
- Buttons and actions
- Save menus, Reset this module
- Permission needed
- company.manage (admin in the screen)
Sequences
- What it is for
- Document numbering per record type
- List: columns and filters
- Name, Code, Next number (Size, Step hidden), Status
- Buttons and actions
- New sequence, edit
- Permission needed
- company.manage + admin to change
Administration > Audit
Sensitive-change alerts
- What it is for
- Your alerts about sensitive changes (who, what, which fields - never the values)
- List: columns and filters
- When, What, By, Fields changed, Rule, New badge (search, sort)
- Buttons and actions
- Mark all read
- Permission needed
- audit.view
Audit evidence
- What it is for
- Sealed, signed batches of audit events and a verification of the whole trail
- List: columns and filters
- Seal, Events, From-to, Fingerprint, Sealed
- Buttons and actions
- Seal new events, Verify the trail
- Permission needed
- audit.view (verify), audit.manage (seal)
Retention and legal holds
- What it is for
- How long the audit trail is kept, legal holds, two-person disposal
- List: columns and filters
- Retention years; holds list; disposals list
- Buttons and actions
- Save retention, Place a hold, Release, Propose disposal, Approve / Reject
- Permission needed
- audit.manage
Alert rules
- What it is for
- Which actions alert which people
- List: columns and filters
- Rule, Actions, Tells, Active
- Buttons and actions
- New rule, edit rule
- Permission needed
- audit.manage
Administration > Masters
Payment terms
- What it is for
- Instalment schedules and early-payment discounts
- List: columns and filters
- Code, Term, Schedule, '1,000 falls due', Instalments, Early discount, Active (default filter Active)
- Buttons and actions
- New term, Add the standard terms, open record, preview
- Permission needed
- reference.manage
Payment methods
- What it is for
- How money is taken or paid and the account it lands in
- List: columns and filters
- Code, Method, Kind, Lands in, Used for, Reference, Active
- Buttons and actions
- New method, Add the standard methods, Edit
- Permission needed
- reference.manage
Price lists
- What it is for
- What a product sells for, to whom, in what quantity and when
- List: columns and filters
- Code, Name, Currency, Products, Assignments, From, To, Status
- Buttons and actions
- New price list; tabs General / Prices / Assignments
- Permission needed
- reference.manage
Administration > Dimensions
Dimensions
- What it is for
- Analysis values tagged on postings
- List: columns and filters
- Code, Name, Rolls up to, Open from, Closed after, Status; 'Required on every posting' switch
- Buttons and actions
- New record, Edit, Close this value / Reopen
- Permission needed
- reference.manage
Administration > Workspace
Companies
- What it is for
- The legal entities you belong to
- List: columns and filters
- Company, Code, City, Business model, Market, Currency, Your access, Last updated
- Buttons and actions
- New company (superuser / can create), open record, Edit
- Permission needed
- Write access; create needs can_create_company
Branches
- What it is for
- Places of business: numbering, warehouses, defaults
- List: columns and filters
- Code, Branch, City, Numbering, Warehouses, Status
- Buttons and actions
- New branch; tabs General, Operations, Finance & Tax, Warehouses, Users & Access, Settings, Audit
- Permission needed
- reference.manage
Apps catalogue
- What it is for
- Install, upgrade, turn off apps
- List: columns and filters
- Facets All/Installed/Not installed/Updates/Planned; Category, Status, Owner filters; grid or list
- Buttons and actions
- Sync catalogue, Review updates, Install, Open, Upgrade now, Turn off app
- Permission needed
- company.manage
Header bar
Company and branch switchers
- What it is for
- Which company you act in, which branch, which companies lists read together
- List: columns and filters
- Active company select, Active branch select, Companies read together
- Buttons and actions
- Switch, tick companies
- Permission needed
- Membership
Apps > open an app
App page
- What it is for
- One app: versions, dependencies, capabilities, Features, Fields, security, evidence, activity, configuration
- List: columns and filters
- Tabs: Overview, Versions, Dependencies, Capabilities, Features, Fields, Security & access, Evidence, Activity, Configuration
- Buttons and actions
- Open app / Install, Review update, Upgrade, Turn off, Preview changes, Propose, Approve / Reject, Restore, Apply profile
- Permission needed
- apps.configure (propose), apps.config.approve (approve)