User Permissions Page Fields

You use the User Permissions page fields to change a user's permissions after the account is active.

Field	Description
Departments / Employees Pane	Browse and select names of the staff members whose permissions you want to manage.
General Permissions	Use these permissions to control limits on issuing outbound financial documents and approving allocation requests: Use Max Invoice Issue Amount to select the maximum amount that this user can issue in an invoice. Use Max Order Issue Amount to select the maximum amount that this user can issue in an order. Use Max Quote Issue Amount to select the maximum amount that this user can issue in a quote. If the limit is exceeded, the user must find another user who has the appropriate permissions. Select the Allow user to change allocation interval status to Pending/Approved check box to give this user permission to modify the allocation status. Deselect this check box to remove that permission.
Notification Permissions	Use these permissions to control notifications and alerts: Create/Modify Pending State Notify user when a new task is set to a pending state, or a task changes its pending state.
Restriction Tags	Use these permissions to restrict users from seeing certain information in TrafficLIVE. When you use tags to limit a user's access, that user cannot see: Customers whose tag matches the excluded tag. Quotes for those customers. Jobs for those customers. Any result in a search for those customers. Time entries. Scheduled work entries. Expense entries. Note that if you exclude a user from seeing a customer part-way through a job, expense entries might "vanish" from his or her expense claim. Purchase orders. Users do not see any POs to which their excluded customers are a party. A PO can contain purchases from more than one job. If any of these jobs is for an excluded customer, the entire PO is hidden from those users. Reporting. The Employee Utilization report shows work done for the customer, but the customer is not identified in any way. The report simply shows hours performed by a member of staff; there is no customer name, job number, and so on.
	Click on Permission…, then enter specific words or terms to search the main permissions list.
Access Permissions	TrafficLIVE controls each user's access to the system with the setting of permissions. Shaded headers are used to group together all permissions of a certain type, or relating to a certain area, for convenience. You assign or remove each permission by selecting or deselecting the permission check box for the selected user. If a user has not been given access to a function, he or she does not see that function in tabs and on screens where it might otherwise be available. In a few cases where the function cannot be made invisible, it is disabled (grayed out). If you remove a user's permission for a whole section of TrafficLIVE, that menu item disappears from the menu navigation for that user. You can use Set Multiple Permissions to set all of the permissions that appear below a gray section header (for example, My Traffic, Correspondence, and so on) at the same time by selecting the check box on the gray section header. You can use Selecting Permissions for Multiple Users to set permissions for more than one user by selecting multiple users from the list on the left, using Shift-Click or Ctrl-Click on a Windows-based computer or Shift / CMD-Click on a Macintosh. When you edit the permissions page, those permissions are applied to all of the selected users at the same time.