{"id":21889,"date":"2024-03-15T14:37:21","date_gmt":"2024-03-15T18:37:21","guid":{"rendered":"https:\/\/certek.com\/kb4\/?post_type=ht_kb&p=21889"},"modified":"2024-03-15T14:37:22","modified_gmt":"2024-03-15T18:37:22","slug":"user-based-authorization","status":"publish","type":"ht_kb","link":"https:\/\/certek.com\/kb4\/knowledge-base\/user-based-authorization\/","title":{"rendered":"User-Based Authorization"},"content":{"rendered":"\n

Artisan has robust security measures to help you shut out certain Users from different parts of the program. Starting with version 4.9, you may use “User-Based Authorization” to override regular level-based (authorization level) tasks.\u00a0<\/p>\n

For example, let’s say you want to restrict all clerks from adding tips to a sale–except one User in particular.\u00a0<\/p>\n

Note: User-Based Authorization requires a Deluxe Feature license and must be turned on in your “Optional Features” section.<\/strong><\/p>\n

Set Up User-Based Authorization<\/strong><\/h3>\n

Under “Users & Security Settings,” scroll down to \u201cUser-Based Authorization.\u201d Select the task, the User, and what permission they have.<\/p>\n

\"\"<\/a><\/p>\n

\n

Lists of Tasks<\/strong><\/h3>\n

Below is a list of tasks you may choose to override. Last updated 3\/15\/24.<\/p>\n

    \n
  • Check for program updates<\/li>\n
  • Accept an expired license\/ID (or missing expiration date)<\/li>\n
  • Accept physical inventory counts<\/li>\n
  • Add, update, or delete credit cards on file<\/li>\n
  • Backdate sales<\/li>\n
  • Begin or preview Day-End or Shift Close-Out process<\/li>\n
  • Build assembly kits<\/li>\n
  • Bulk change existing customer records<\/li>\n
  • Bulk change existing inventory records<\/li>\n
  • Bulk change order status \/ mark orders Delivered<\/li>\n
  • Bulk delete existing customer records<\/li>\n
  • Bulk delete existing inventory records<\/li>\n
  • Change A\/R account limits or terms<\/li>\n
  • Change Appearance Settings<\/li>\n
  • Change Cashier manually<\/li>\n
  • Change Sales Rep(s) manually<\/li>\n
  • Change inventory for other sites<\/li>\n
  • Change report parameter defaults<\/li>\n
  • Change to another (real) company database<\/li>\n
  • Check for program updates<\/li>\n
  • Configure attached devices<\/li>\n
  • Configure defaults for new records<\/li>\n
  • Configure messages for receipts and forms<\/li>\n
  • Configure other settings<\/li>\n
  • Configure users & passwords<\/li>\n
  • Create a new Purchase Order (PO)<\/li>\n
  • Create new customer records<\/li>\n
  • Create new inventory records (Items, Categories, Vendors, etc.)<\/li>\n
  • Create or modify a Vendor Invoice<\/li>\n
  • Create or modify report & label forms<\/li>\n
  • Create, modify, or delete “manual” coupons<\/li>\n
  • Create, modify, or delete “manual” gift certificates<\/li>\n
  • Create, modify, or delete Forms<\/li>\n
  • Create, modify, or delete Gift Registries<\/li>\n
  • Create, modify, or delete Loyalty Clubs<\/li>\n
  • Create, modify, or delete Product Variant Templates<\/li>\n
  • Create, modify, or delete Purchase Requests<\/li>\n
  • Delete existing customer records<\/li>\n
  • Delete existing inventory records<\/li>\n
  • Deliver inventory from other sites<\/li>\n
  • Discount non-discountable items<\/li>\n
  • Enter automatic billing templates<\/li>\n
  • Enter buy from customer sales<\/li>\n
  • Enter custom orders<\/li>\n
  • Enter donation sales<\/li>\n
  • Check for internal use sales<\/li>\n
  • Enter inventory qty adjustments (besides sales & receiving)<\/li>\n
  • Enter layaways<\/li>\n
  • Enter or review physical inventory counts<\/li>\n
  • Enter rental check-ins<\/li>\n
  • Enter rental reservations<\/li>\n
  • Enter sales for other sites<\/li>\n
  • Enter sales on approval<\/li>\n
  • Enter sales orders<\/li>\n
  • Enter special orders<\/li>\n
  • Enter the program options (configuration) area<\/li>\n
  • Exit (close) the program<\/li>\n
  • Export database records<\/li>\n
  • Finalize and post a Shift Closing (if enabled)<\/li>\n
  • Finalize and post a full Day-End Close-Out<\/li>\n
  • Force all stations to exit<\/li>\n
  • Import database records<\/li>\n
  • Make an unscheduled backup of the database<\/li>\n
  • Manage Employee Time Clock Records<\/li>\n
  • Manage Remote Operations<\/li>\n
  • Manually adjust A\/R account balances<\/li>\n
  • Manually change Loyalty Club points<\/li>\n
  • Manually set DOB<\/li>\n
  • Manually verify age w\/o DOB<\/li>\n
  • Mark an order as Ready or Delivered even though it’s Waiting<\/li>\n
  • Modify a finalized PO<\/li>\n
  • Modify existing customer records<\/li>\n
  • Modify existing inventory records (besides Qty On Hand)<\/li>\n
  • Modify financial fields in customer records<\/li>\n
  • Modify or void a previously-posted sale or order<\/li>\n
  • Modify or void an un-posted recalled sale or order<\/li>\n
  • Modify or void an un-posted recalled sale or order from a closed shift<\/li>\n
  • Open a cash drawer without a sale<\/li>\n
  • Override A\/R account limits for a sale<\/li>\n
  • Override discounts on a sale<\/li>\n
  • Override minimum layaway\/order deposit on a sale<\/li>\n
  • Override prices on a sale<\/li>\n
  • Perform accounting functions<\/li>\n
  • Perform advanced database maintenance<\/li>\n
  • Perform basic database maintenance<\/li>\n
  • Print a large batch of labels<\/li>\n
  • Print lists of records & record details<\/li>\n
  • Put a sale or order on hold<\/li>\n
  • Receive inventory without a PO<\/li>\n
  • Receive inventory without a PO<\/li>\n
  • Record Cash Drops and Cash Adds<\/li>\n
  • Resolve Pending Out-Of-Stock Corrections<\/li>\n
  • Restore data from a backup file<\/li>\n
  • Return merchandise\u00a0<\/li>\n
  • Run customer reports<\/li>\n
  • Run employee performance reports<\/li>\n
  • Run employee time clock reports<\/li>\n
  • Run internet store reports<\/li>\n
  • Run inventory reports<\/li>\n
  • Run merchandising reports<\/li>\n
  • Run miscellaneous reports<\/li>\n
  • Run order processing reports<\/li>\n
  • Run other financial reports<\/li>\n
  • Run payment processing reports<\/li>\n
  • Run purchasing reports<\/li>\n
  • Run receiving reports<\/li>\n
  • Run reports for other sites<\/li>\n
  • Run sales reports<\/li>\n
  • Save a sale or order with no customer selected<\/li>\n
  • Save new or modified search schemes<\/li>\n
  • Sell Gift Registry items as Gifts Due<\/li>\n
  • Sell Out-Of-Stock items<\/li>\n
  • Sell a fill-in-price item<\/li>\n
  • Sell discontinued items<\/li>\n
  • Sell items from Gift Registries<\/li>\n
  • Switch to Sample Data<\/li>\n
  • Transfer inventory between sites<\/li>\n
  • Un-delete deleted keywords<\/li>\n
  • Unpost previously-posted sales<\/li>\n
  • Use credit cards on file on a sale<\/li>\n
  • Use expired credit slips and gift certificates<\/li>\n
  • View audit logs<\/li>\n
  • View customer activity<\/li>\n
  • View inventory activity and purchase summaries<\/li>\n
  • View or print cost information<\/li>\n
  • View vendor information<\/li>\n
  • View, modify, or delete Cash Activity Records<\/li>\n
  • Void ALL deposits\/payments for this transaction<\/li>\n
  • Void an entire sale or order<\/li>\n
  • Void and discard an entire PO<\/li>\n
  • Void and discard an entire Vendor Invoice<\/li>\n
  • Void line items on a sale or order<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"

    Artisan has robust security measures to help you shut out certain Users from different parts of the program. Starting with version 4.9, you may use “User-Based Authorization” to override regular level-based (authorization level) tasks.\u00a0 For example, let’s say you want to restrict all clerks from adding tips to a sale–except…<\/p>\n","protected":false},"author":17,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":{"_eb_attr":"","_monsterinsights_skip_tracking":false,"footnotes":"","_members_access_role":[],"_members_access_error":""},"ht-kb-category":[368],"ht-kb-tag":[],"class_list":["post-21889","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-users-security-settings"],"_links":{"self":[{"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/ht-kb\/21889","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/users\/17"}],"replies":[{"embeddable":true,"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/comments?post=21889"}],"version-history":[{"count":5,"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/ht-kb\/21889\/revisions"}],"predecessor-version":[{"id":21898,"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/ht-kb\/21889\/revisions\/21898"}],"wp:attachment":[{"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/media?parent=21889"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/ht-kb-category?post=21889"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/ht-kb-tag?post=21889"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}