Summary

SalesPRO software gives administrative users the ability to control what various employees can see in the software, and what actions they can perform.  This Knowledge Base article provides instructions on how to review and/or change employee security

Instructions

• From within SalesPRO, go to the Home tab and select the Employees icon.
• Double click on an existing employee to open the Edit Employee window.
• Select the Security tab.
  

• Click the Modify Security Roles button.
• SalesPRO software has one role by default Administrator;  The Administrator role gives users the ability to access all company data, and perform all functions in the software.
• If you wish to download additional Solatech supplied security roles, click the down arrow as shown below, and select Add/Update Additional Security Roles.
  

• Upon completion, you will have the added roles of Installer, Manager and Sales Rep. 
• To view the features available to any of these roles, double click on the role name, to bring up the Edit Security Role window.
• From this window you can view permissions for each section (see screenshot below).

• In this screen, No access mean an employee with that security role will have no access to the highlighted item.
• Full access means the employee will be able see and do everything available with the highlighted item.
• Partial access gives you the ability to pick and choose what the employee will be able to see and/or do to the highlighted item.
• To save any changes to the selected role, click OK.
• Click Close to exit the Security Roles window.
• Select the appropriate security role for the current employee, by placing a check mark to the left of the role name. (see first screen shot above).
• Press OK to exit and save your changes.
• Select the appropriate role for any additional employees (if needed).

Related Articles:

• How to create an employee

Applies to

• SalesPRO software