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1. Add Edit Delete Filter Unfilter Actions Detail ted permissions on toolbar Create Yes A7 g Delete Filter Actions Detail View Read Only 3 Click OK to save the setting In this example screenshot employees assigned to the Account Receivable group can create and view Invoices but not edit them Other permissions for this group exclude this employee from deleting invoices or exporting them out of the Magaya system When a user with this permission setting goes to the Invoices list or document view of the Invoices they will see a View button but not an Edit button on the toolbar When the user opens the Invoice dialog box from the Invoice list the OK button will not be active If you do not want the user to edit invoices from anywhere in the system then also set the permissions in other places wnere invoices can be seen such as the Warehouse Receipts Pickup Orders Cargo Releases and Shipments This configuration will allow a user to liquidate a shioment and generate the accounting transactions for a shioment but not be able to modify those accounting transactions continue gt e Magayailnsider How O Use Create and Edit Permissions Continued Other Permissions Information For additional information on permissions see Chapter 4 of the Magaya Cargo System Operations User Manual for an overview of all permissions functions and steps to tasks such as how to lt2. previous Add a new employee to your Magaya system 5 4 Maintenance cow dee Carriers Customers vendors Se Salespersons feris Contacts Emplovees ar Configuration e Forwarding Agents Warehouse Providers e Set up employee passwords Employee General Address Biling Address Other Addresses User Permissions Personal Info Attac 4 gt Username taylor Password Confirm Division Can only see transactions from this division Allow Magaya OnTheGo access Allow Magaya Network access Allow Magaya Software AP access Allow Magaya WMS Mobile access Allow Magaya POD Mobile access Disable access for this employee e Assign employees to groups and define your own groups to your Magaya system Also see the section on Roles to learn how to grant or deny access to employees to a variety of functions not in the lists such as accessing the Transaction Log configuring system alerts custom fields WMS or POD Mobile settings Incoming messages financial reports and more es continue gt
3. e Magayailnsider How O Use Create and Edit Permissions In version 9 2 of Magaya software there is an improved way to fine tune the permissions that system administrators can grant to system users There are two new permission options Create and Edit These new options allow administrators to separate a user s ability to create a transaction and their ability to edit a transaction To illustrate how this works let s use an example for Accounting permissions For example you may want to give an employee permission to create invoices but not edit or modify them afterwards To set this permission follow these steps 1 Go to the Invoices List click File gt Permissions Invoice List T Dates From 171 202 To 10217203 6 Number Type Applied to Transaction Date Due Date 149 Invoice Jamaica Distribution Center OF 24 2013 OF 24 2013 148 Invoice Jamaica Distribution Center 03 04 2013 04 03 2013 14 As CCE E i Wea 0 ee EAI I Groups membership Create Fead Edit Delete Export C Checking Mo We Accountants Mo HF Administrators C Account Receivable ies l ee l l l ee l l l M a Ml Apply these permissions to children 2 Inthe Account Receivable row click on the table cell for Edit This will change the permission from Yes to No lt previous All permissions available on toolbar
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