User Security Settings Details

Updated May 14, 2025 14:09

User security can be tailored to allow or deny access to different applications inside OASIS. All users who will be maintaining and utilizing an application must be set up with the appropriate security rights to do their job effectively. A user with administrative access will need to set up each user's security settings. Note: blank sections do not currently have a function.

1. Navigate to the Configuration page.

2. Select the Users page in the drop-down list.

3. Select the button to create a new user or double-click on an existing user entry.

4. The "User Editor" window will appear.

5. Select the "Security" tab.

Items	Create	Read	Update	Delete	View All*	Reports	Admin
OASIS			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 user settings). It is recommended that this setting only be checked for your OASIS administrators.	Delete a user. Caution – recommend not using this; instead, deactivate the user			Caution – do not give admin rights to anyone that should not see birth date and other privacy-related information
Software		Required to export transactions; user must also have admin rights to the page that they are trying to export from					Access to Configuration->Software app to alter core OASIS configuration It allows the 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 workgroups *
Contacts	Create Contacts	View contacts	Make changes to contacts	Delete contacts. Caution – limit access to this	View contacts in all workgroups *		Access to Contact Configuration
Manufacturers	Create Manufacturers	View Manufacturers	Make changes to Manufacturers	Delete a manufacturer. Caution – recommend not using this; instead, deactivate the entry	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, deactivate the entry	View Customers in all workgroups *	Access to the reports in Customers Access to O4 Customer Statistics	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, deactivate the entry	View Projects in all workgroups *	Access to the reports in Projects	Access to Project Configuration. It 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, deactivate the entry	View Quotes in all workgroups * View all Workgroups on Bid Board	Access to the reports in Quotes	Access to Quotes Configuration. It 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, deactivate the entry	View Submittals in all workgroups * View all Workgroups on Bid Board		Access to update cut sheets
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, deactivate the entry		Access to the reports in Price Lookup	Required to be able to see the pricing section of OASIS and create price lists
Orders	Create Orders	View Orders	Make changes to Orders	Delete an Order. Use this setting with caution	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 this setting with caution	View Invoices in all workgroups *	Access to the reports in Invoices	Access to Invoice Configuration
Sales Accounts			Allows the user to change the assigned Sales Account and control specifier assignments		Allows the user to see the Commission percentage for each sales account assigned		To make sales account 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 this setting with caution	View Payments in all workgroups *	Access to the reports in Payments	Access to Payments Configuration
Shipments	Recommend setting this to match the orders settings	Recommend setting this to match the orders settings	Recommend setting this to match the orders settings	Recommend setting this to match the orders settings	Recommend setting this to match the orders settings	Recommend setting this to match the orders settings	Recommend setting this to match the 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
Reports Security for Tiles: to create a tile, users need either Create, Update, or Reports enabled. To edit a tile, users need Update. To delete a tile, users need Update and Delete. Note that users can still see tiles even with no security enabled.
Inventory	Create Inventory	View Inventory	Make changes to Inventory	Delete Inventory	View Inventory in all workgroups *	Access to the reports in Inventory	Manually audit, configure inventory, and create picks
Calendar	Create Events	View Events	Make changes to Events.	Delete Events	View events in all workgroups *
Samples		View samples	Check out 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 (deprecated)		Activates Inbox application		Delete messages
WWW					Enables the "Portal" page in O4 to allow users to view their Customer Portal

* Normally users are set to view all unless there are multiple offices where further restriction is needed.

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