User Security Settings Details

Items

Create

Read

Update

Delete

View All*

Reports

Admin

OASIS

REQUIRED for access to the program.  

REQUIRED for access to the program.  

Controls “PO Totals This Week”

Allows access to Report application and controls the “Calculate” area.

Workgroup

Create a workgroup

REQUIRED for all users.  

Make changes to a workgroup

Delete a workgroup. 

Use this setting with Caution!

Allows access to  see all workgroups in listings and reports

Users

Create a user

REQUIRED for all users.  

Make changes to a user (This Setting along with Admin will allow you to edit using settings). It is recommended that this setting only be checked for you oasis administrators.

Delete a user. 

Caution – recommend not using this; instead inactivate the user

Caution – do not give admin rights to anyone that should not see birth date and other privacy related information.

Software

Access to Configuration->Software app to alter core OASIS configuration 

Allows user to receive software updates and use the Archive tool. Allows bulk export & import of data. (Allows for access to Configure Specialization in the MFG Editor.)
Recommend at least 2 users with these rights.

Access to Configuration->Resell app

Attachments

Create and add attachments

View attachments

Make changes to attachments

Delete attachments. 

Caution – only admin users should have this.

View attachments in all workgroup. *

Contacts

Create attachments.  Consider allowing everyone to have this settings.

View contacts

Make changes to contacts

Delete attachments. 

Caution – limit access to this.

View contacts in all workgroup. *

Access to Contact Configuration

Manufacturers

Create Manufacturers

View Manufacturers

Make changes to Manufacturers

Delete a manufacturer. 

Caution – recommend not using this; instead inactivate the user

View manufacturers in all workgroups.  *

Access to the reports in Manufacturers

Access to Manufacturer Configuration. Recommend limiting to 1 or 2 with Admin rights to make sure all data is entered consistently.

Customers

Create Customers

View Customers

Make changes to Customers

Delete a Customers. 

Caution – recommend not using this; instead inactivate the user

View Customers in all workgroups.  *

Access to the reports in Customers.

Access to Customer Configuration. Recommend limiting to 1 or 2 with Admin rights to make sure all data is entered consistently.

Projects

Create Projects. Quoters need this

View Projects

Make changes to  Projects. Quoters need this

Delete a Project. 

Caution – recommend not using this; instead inactivate the user

View Projects in all workgroups.  *

Access to the reports in Projects.

Access to Project Configuration.  Allows you to open quotes that are already open and unlock quotes that were locked (the last save wins).

Quotes

Create Quotes. Quoters need this

View Quotes

Make changes to  Quotes. Quoters need this

Delete a Quote. 

Caution – recommend not using this; instead inactivate the user

View Quotes in all workgroups.  *

View all Workgroups on

Bid Board

Access to the reports in Quotes.

Access to Quotes Configuration.  Allows you to open quotes that are already open and unlock quotes that were locked (the last save wins).

Submittals

Create Submittals

View Submittals

Make changes to  Submittals.

Delete a Submittal. 

Caution – recommend not using this; instead inactivate the user

View Submittals in all workgroups.* 

Access to update cutsheets.

PLU

This should be reserved for users who truly understand pricing.

Access to stock status.  Recommend everyone has this setting.

Make changes to  Pricing. Quoters need this

Delete a Pricing. 

Caution – recommend not using this; instead inactivate the user

Access to the reports in Price Lookup.

Required to be able to see the pricing section of OASIS

Orders

Create Orders.

View Orders

Make changes to  Orders.

Delete an Order. 

Use Caution with this setting

View Orders in all workgroups.  *

Access to the reports in Orders.

Access to Order Configuration

Invoices

Create Invoices.

View Invoices

Make changes to  Invoices.

Delete an Invoice. 

Use Caution with this setting

View Invoices in all workgroups.  *

Access to the reports in Invoices.

Access to Invoice Configuration

Sales Accounts

Allows user to see what sales account is assigned

Allows user to change the assigned Sales Account and control specifier assignments

Allows user to see the Commission percentage for each sales account assigned

To make changes in transactions you must have admin rights.

Access to Tax Accounts.

Payments

Create Payments.

View Payments

Make changes to  Payments.

Delete a Payment. 

Use Caution with this setting

View Payments in all workgroups.  *

Access to the reports in Payments.

Access to Payments Configuration

Shipments

Recommend setting this to match orders settings.

Recommend setting this to match orders settings.

Recommend setting this to match orders settings.

Recommend setting this to match orders settings.

Recommend setting this to match orders settings.

Recommend setting this to match orders settings.

Recommend setting this to match orders settings.

Reports

Save a Report

View a saved Report

Make changes to a saved report

Delete a saved report.

 Required to see reports for other Users on the PO Totals this week.

Inventory

Create Inventory.

View Inventory

Make changes to  Inventory.

Delete Inventory. 

View Inventory in all workgroups. *

Access to the reports in Inventory.

Allows user to manually audit the inventory. Access to Inventory Configuration

Calendar

Create Events.

View Events

Make changes to  Events.

Delete Events. 

View  Events in all workgroups.  *

Samples

Receive & create  samples

View samples

Checkout a sample

Delete existing samples and catalogs

View samples in all workgroups. *

Run the sample report

Able to edit a sample after it is created.

InBox

Activates Inbox application

Delete messages.

WWW

Allows user to  login to Web