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 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 attachments.  Consider allowing everyone to have this setting

View contacts

Make changes to contacts

Delete attachments. 

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 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 * 

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, deactivate the entry

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 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 see what sales account is assigned

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 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

Inventory

Create Inventory.

View Inventory

Make changes to Inventory

Delete Inventory 

View Inventory in all workgroups *

Access to the reports in Inventory

Allows the 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

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

Allows the user to login to Web