Setting up Central Manager user roles

You can assign Central Manager user roles to Central Manager users.

Click Setup.

Expand People and Security.

Click Central User Roles.

Click New.

In the Code field, enter a code for the user role.

In the Name field, enter a name for the user role.

Expand Privileges and assign privileges to the user role.

SHOW MORE INFO

For example:

Merchandising
Customer
Inventory/Purchasing
Reports
Setup

Privilege Group	Privilege	A user with this privilege can
Merchandising	Items	Add, edit, and delete items in Central Manager.
	Item Messages	Set up, edit, and delete item messages in Central Manager.
	Item Creation Wizard	Use the Item Creation Wizard to add items to Central Manager.
	Departments	Set up, edit, and delete departments in Central Manager.
	Categories	Set up categories in Central Manager.
	Discounts	Set up, edit, and delete discounts in Central Manager.
	Schedules	Set up, edit, and delete schedules in Central Manager.
Customer	Accounts	Add, edit, and delete company or person AR accounts in Central Manager.
	Customers	Add, edit, and delete customer accounts in Central Manager.
	Close Billing Cycle	Close the billing cycle for AR accounts.
	Print Statement	Print or email statements for AR accounts.
Inventory/Purchasing	Suppliers	Set up, edit, and delete suppliers in Central Manager.
	Purchase Orders	Add, edit, and delete purchase orders in Central Manager.
	Transfer Ins	Add, edit, and delete transfers in in Central Manager.
	Transfer Outs	Add, edit, and delete transfers out in Central Manager.
	Invoices	Add, edit, and delete invoices in Central Manager.
	Credit Notes	Add, edit, and delete credit notes in Central Manager.
	Purchase Orders History	Look up purchase order history in Central Manager.
	Transfer Outs History	Look up transfers out history in Central Manager.
	Transfer Ins History	Look up transfers in history in Central Manager.
Reports		Generate reports in Central Manager.
Setup	Store	Set up, edit, and delete the following in Central Manager: Stores Store Groups
	Merchandising	Set up, edit, and delete the following in Central Manager: Reason Codes Tares Item Creation Wizard Settings
	People and Security	Set up, edit, and delete the following in Central Manager: Central Users Store Users Sales Representatives POS User Roles Manager User Roles Password Policy
	Inventory/Purchasing	Set up, edit, and delete the following in Central Manager: Shipping Methods Shipping Carriers Payment Terms Purchasers Charges Order Settings Units of Measure
	Financial	Set up, edit, and delete the following in Central Manager: Item Taxes Sales Taxes Currencies Tender Types Assign GL Accounts
	Customer	Set up, edit, and delete the following in Central Manager: Account Groups Account Managers Finance Charges Payment Terms AR Reason Codes Statement Types Number Series Import Customers Accounting Defaults Email Message
	Miscellaneous	Set up, edit, and delete the following in Central Manager: Custom Fields
Wizards	Store Group Wizard	Use the Store Group Wizard in Central Manager.
	Task 190 - Reconcile Inventory	Use Task 190 to reconcile inventory in Central Manager.
	Inventory Wizard	Use the Inventory Wizard in Central Manager.
Journal	Post Closed Batches	Post closed batches in Central Manager.
Worksheets	340 - PO Planner	Use worksheet 340 in Central Manager.

Click Save And Close.