People Manager Tab (User Setup)
Posted by Arturo Bravo, Last modified by Diane Gross on 05/18/15 08:58 AM

 

 People Manage Tab can be found under : Tools -> System Configuration -> User Setup -> People Manage Tab

 

ITEM

DESCRIPTION OF CHECKING THIS BOX AND WHAT THE OVERALL IMPACT IS THE INDIVIDUAL WOULD SEE ON SCREEN OR NOT

CHECK BOX NEXT TO NAME

 The "outside check box" functionality of this check box is  for the checked user's name to show on the Dashboard under "My Employees" as well as, giving the user full access to checked user's proposals.

APPROVALS

Gives you the rights to approve for the user.

READ – ONLY

 While the outside check box gives you full access to this user, this selection would give the user READ ONLY right - cannot edit

BIN PASSING

 check if you'd want user to have the ability to pass job created  to  checked user

SPLITS

 allows capability to split commissions

MANAGED

 gives manager override on commissions, if configured.

ACCOUNTING IMPORT

 Allows accounting import for checked user 

COMMISSIONS

 allows user to see commissions of checked user

ONE TIME PART

used for approvals of one time parts ( Not currently Available )

APPROVAL EMAILS

 user will get emails for approvals for checked off user

MASTER OVERRIDE

Goes hand in hand with ‘Job Sharing’ – will need to be checked off if user is in an approval group AND can have rights to approve a job they share with another

JOB SHARING

gives you ability to add co-owner to job

 

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