Set-Up

Use the Set-Up module to enter and maintain general information common to all of Maconomy's modules, including access control.

Additionally, use the Setup module to do the following:

• Define user types, which serve as a starting point when you set up new users.
• Create a user name, associate it with an employee number (if relevant), and enter settings that control the user's access to Maconomy windows, data, and actions.
• Set up access groups, which are groups of Maconomy users, often with similar jobs, who share the same access settings.
• Control a user's access to individual functions in the Action menu of the workspaces to which the user has access.
• Prevent a user from changing the prices and payment information transferred from the price list and customer information card when creating quotes, sales orders, and credit orders.
• Define whether the user is to have read and write access to jobs that are assigned to other users.
• Set up rules that govern the format of user passwords (for example, the number of characters and the minimum number of digits).
• Reset the password for users who forget their password.
• Set up and maintain the access levels that you use to control your users' access to specific records.
• Manage approval hierarchies and employee authority to approve of such items as vendor invoices or expense sheets.