Manage Permissions
Permissions Required
Manage Permissions
Getting There
- Select More from the Arclight main menu.
- Select Your Company Info from the More menu.
- Select Manage Permissions from the Your Company Info menu.
Staff Titles
Permissions in Arclight are assigned to staff titles. See "Manage Staff Titles & Rates" to learn more.
Company Info Permissions
Access to information specific to your company is controlled by Company Info permissions.
Permission | Controls |
|---|---|
Staff | The ability to create, edit, or view staff members. |
Staff Titles & Bill Rates | The ability to create, edit or view Staff Titles & Rates. The ability to add labor to a quote. |
Manage Permissions | The ability to modify permissions for a staff title. |
Tax Rates | The ability to create, edit or view Tax Rates. |
Margin Percentage | The ability to create, edit, or view Margin Percentages |
Company Details | The ability to edit or view Company Details |
General Ledger Integration | The ability to setup or modify the settings for integrating with your General Ledger |
Terms and Conditions | The ability to create, edit or view Terms and Conditions. |
View Reports | The ability to see the Reports option on the Your Company Info menu. |
App Permissions
The activities a staff member can perform in Arclight are controlled by App Permissions.
Permission | Controls |
|---|---|
Quotes | The ability to view or manage quotes The ability to view or manage notes on a quote The ability to change the project on a quote |
Jobs | The ability to view or manage jobs The ability to view or manage notes on a job The ability to change the project on a job |
Invoices | The ability to view or manage invoices The ability to send invoices to customer or the GL The ability to view or manage notes on an invoice The ability to change the project on an invoice |
View Pricing | The ability to view pricing on parts from the distributor |
Purchase Parts | The ability to proceed to checkout in the shopping cart |
Order History | The ability to see order history |
Change Accounts | The ability to change the distributor and account on quotes, jobs, or bundles |
Timesheet Report | The ability to see the timesheet report for all staff members |
Record Access | The ability to view quotes, jobs, invoices for all staff members |
Projects | The ability to view or manage projects The ability to view or manage notes on a project The ability to view project reports |