Manage Module Permissions

Manage Module Permissions

Module: System Desktop
Path: System > Manage Module Permissions
Topic: Manage Module Permissions
Version(s):  Version 5.1 and up
Editions: All


What Are Module Permissions

Module Permissions allow Read or Write access to users on a group or individual basis.

It is important to note that the Role selected for the employee will determine the menu's available to be seen by the user/group. The module permissions will not override the Role permissions.

Making The Connection

Where Will I See This Within OLX?

This will be noticed when employees login into your system. The menu options available to them will be narrowed down or increase depending on selections made. 

What Reports Can Be Pulled?

  1. Employee List will allow you to filter by permissions

What Imports/Exports Relate to Module Permissions

At this time there are no imports nor exports for specific module permissions. If you are in need of specific information you can contact Orderlogix for a custom report.

Trouble Shooting

  1. Check employee record to determine Roles, Groups/Dept, Permissions
  2. Select the module in question under System > Manage Module Permissions


Setup



Scroll down to Manage Module Permissions

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Manage Module Permissions

It is important to note that the Role selected for the employee will determine the menu's available to be seen by the user/group. The module permissions will not override the Role permissions.
To edit the module permissions, select a module from the drop down menu and click on the pencil icon.
    1. The Manage Module Permissions window will pop up.
    2. Select group or user from drop down list.
    3. To add the user or group to the permission, click the  Add button. This will grant the user or group that permission.
    4. To edit right access, click the  Edit icon for the user or group you wish to edit.
    5. You can then click the Read, Edit and/or Delete checkboxes.
       ***To select Edit or Delete you MUST also select Read.***

      1. Read
      2. Edit
      3. Delete
    6. To save the changes to the user or group right access, click the  Save icon.
    7. To cancel the changes to the user or group right access, click the  Cancel icon.
    8. To remove a user or group from the permission, click the  Delete icon. The user or group will no longer have permission to that module.


* To save the changes click the Save button .
* To cancel any of the current changes you have made click the Cancel button .
      This will close the window without saving any changes.
* To delete the selection click the Delete button .
      This will prompt you to make sure you want to delete this item.

  • Clicking OK will delete the selected item and close the window.
* To print the current window click the Print button .



Modules Available to adjust User/Group Permissions

330

Export Preview

_Export Preview

_Export Preview-->Export Preview

157

Company Data Overview

_HiddenTabForASCXs

_HiddenTabForASCXs-->Company Data Overview

462

CS Activity Notifications

_HiddenTabForASCXs

_HiddenTabForASCXs-->CS Activity Notifications

435

Dropped Call Notifications

_HiddenTabForASCXs

_HiddenTabForASCXs-->Dropped Call Notifications

375

Employee Data

_HiddenTabForASCXs

_HiddenTabForASCXs-->Employee Data

251

Importing and Exporting Data

_HiddenTabForASCXs

_HiddenTabForASCXs-->Importing and Exporting Data

377

Script Disposition Notifications

_HiddenTabForASCXs

_HiddenTabForASCXs-->Script Disposition Notifications

378

Script Itemstatus Notifications

_HiddenTabForASCXs

_HiddenTabForASCXs-->Script Itemstatus Notifications

479

Order Summary Screen

_Order Summary Screen

_Order Summary Screen-->Order Summary Screen

382

About This Software

About This Software

About This Software-->About This Software

397

Security Violation

Access Denied

Access Denied-->Security Violation

474

View Active Jobs

Active Jobs

Active Jobs-->View Active Jobs

440

Ad Copy

Ad Copy

Ad Copy-->Ad Copy

441

Ad Types

Ad Types

Ad Types-->Ad Types

58

Employee List

Add / View Employees

Add / View Employees-->Employee List

493

Adjust Inventory

Adjust Inventory

Adjust Inventory-->Adjust Inventory

28

Module Definitions

Admin

Admin-->Module Definitions

514

OLX Edition

Admin

Admin-->OLX Edition

31

Security Roles

Admin

Admin-->Security Roles

29

Site Settings

Admin

Admin-->Site Settings

30

Tabs

Admin

Admin-->Tabs

317

User Groups

Admin

Admin-->User Groups

301

Advertising

Advertising

Advertising-->Advertising

290

Agent Reports

Agent Reports

Agent Reports-->Agent Reports

488

AOV

AOV

AOV-->AOV

515

API Detail

API Detail

API Detail-->API Detail

464

Automated Delivery

Automated Delivery

Automated Delivery-->Automated Delivery

482

BIN Lists

BIN Lists

BIN Lists-->BIN Lists

302

Call Data

Call Data

Call Data-->Call Data

88

Call Data

Call Data

Call Data-->Call Data

376

Call Dispositions

Call Dispositions

Call Dispositions-->Call Dispositions

311

Call Log Overview

Call Log

Call Log-->Call Log Overview

267

Sales Agent Call Log

Call Log

Call Log-->Sales Agent Call Log

140

Call Data List

Call Log Data

Call Log Data-->Call Data List

292

Call Reports

Call Reports

Call Reports-->Call Reports

429

Call Types

Call Types

Call Types-->Call Types

409

Campaigns

Campaigns

Campaigns-->Campaigns

526

Cart Checkouts

Cart Checkouts

Cart Checkouts-->Cart Checkouts

521

Cart Store Content

Cart Store Content

Cart Store Content-->Cart Store Content

520

Cart Stores

Cart Stores

Cart Stores-->Cart Stores

525

Catalog Promotions

Catalog Promotions

Catalog Promotions-->Catalog Promotions

523

Catalogs

Catalogs

Catalogs-->Catalogs

494

Category List

Category List

Category List-->Category List

476

Change Password

Change Password

Change Password-->Change Password

84

Client List

Client List

Client List-->Client List

388

Commission Configuration

Commission Preferences

Commission Preferences-->Commission Configuration

387

Commission Preferences

Commission Preferences

Commission Preferences-->Commission Preferences

296

Commission Processing

Commission Processing

Commission Processing-->Commission Processing

322

Process Commissions

Commission Processing

Commission Processing-->Process Commissions

303

Company

Company

Company-->Company

512

Company Data

Company Data

Company Data-->Company Data

396

Batch Order Entry

Continue Batch Order

Continue Batch Order-->Batch Order Entry

295

Continuity Order Processing

Continuity Processing

Continuity Processing-->Continuity Order Processing

532

Continuity Order Processing

Continuity Processing

Continuity Processing-->Continuity Order Processing

344

Continuity Sequences

Continuity Sequences

Continuity Sequences-->Continuity Sequences

369

Continuity/Installment Reports

Continuity/Installment Reports

Continuity/Installment Reports-->Continuity/Installment Reports

473

Scheduler Control Panel

Control Panel

Control Panel-->Scheduler Control Panel

477

Coupon Codes

Coupon Codes

Coupon Codes-->Coupon Codes

529

Create Payment Batch

Create Payment Batch

Create Payment Batch-->Create Payment Batch

372

CS Activity

CS Activity Codes

CS Activity Codes-->CS Activity

398

CS Event Lookup

CS Event Lookup

CS Event Lookup-->CS Event Lookup

404

CTI Administration

CTI Administration

CTI Administration-->CTI Administration

419

Contact Data Provider Prefs

CTI Lookup Preferences

CTI Lookup Preferences-->Contact Data Provider Prefs

418

CTI Contact Provider Options

CTI Lookup Preferences

CTI Lookup Preferences-->CTI Contact Provider Options

420

Script Campaign Contact Data Preference Bindings

CTI Lookup Preferences

CTI Lookup Preferences-->Script Campaign Contact Data Preference Bindings

467

Customer DeDupe

Customer DeDupe

Customer DeDupe-->Customer DeDupe

264

Customer Detail Center

Customer Detail

Customer Detail-->Customer Detail Center

62

Customer lookup

Customer Lookup

Customer Lookup-->Customer lookup

286

Customer Service Desktop

Customer Service

Customer Service-->Customer Service Desktop

367

Customer Service Reports

Customer Service Reports

Customer Service Reports-->Customer Service Reports

434

Customer Status

Customer Status

Customer Status-->Customer Status

338

Customize Specs

Customize Specs

Customize Specs-->Customize Specs

394

Data Entry Agent Overview

Data Entry Agent

Data Entry Agent-->Data Entry Agent Overview

393

Data Entry Batch Details

Data Entry Batch Details

Data Entry Batch Details-->Data Entry Batch Details

407

Departments

Departments

Departments-->Departments

537

Dunning Letter notifications

Dunning Letter notifications

Dunning Letter notifications-->Dunning Letter notifications

536

Email Profiles

Email Profiles

Email Profiles-->Email Profiles

348

Employee Commissions

Employee Commissions

Employee Commissions-->Employee Commissions

100

Employee Payroll Hours

Employee Payroll Hours

Employee Payroll Hours-->Employee Payroll Hours

373

Employee Teams

Employee Teams

Employee Teams-->Employee Teams

508

Employee Visualizer

Employee Visualizer

Employee Visualizer-->Employee Visualizer

431

Sales Order Entry

Enter A New Sale

Enter A New Sale-->Sales Order Entry

516

Order Entry

Enter An Order

Enter An Order-->Order Entry

265

Sales Order Entry

Enter New Sale

Enter New Sale-->Sales Order Entry

334

Export Archive

Export Archives

Export Archives-->Export Archive

417

Export Specs

Export Specs

Export Specs-->Export Specs

328

Exports

Exports

Exports-->Exports

533

Exports

Exports

Exports-->Exports

480

Global Script Rules

Global Script Rules

Global Script Rules-->Global Script Rules

517

Daily Activity Dashboard

Home

Home-->Daily Activity Dashboard

325

News & Features

Home

Home-->News & Features

324

Welcome

Home

Home-->Welcome

472

Current Users On-line

HR

HR-->Current Users On-line

519

HR Overview

HR

HR-->HR Overview

470

Commission Reports

HR Reports

HR Reports-->Commission Reports

469

HR Agent Reports

HR Reports

HR Reports-->HR Agent Reports

471

Time Card

HR Reports

HR Reports-->Time Card

522

Images

Images

Images-->Images

410

Import Log

Import Log

Import Log-->Import Log

392

Imports

Imports

Imports-->Imports

534

Imports

Imports

Imports-->Imports

400

Data Violation

Information Deleted

Information Deleted-->Data Violation

363

Product Offer Installments

Installments

Installments-->Product Offer Installments

399

Product Offer Sets

Installments

Installments-->Product Offer Sets

370

Internal Notification Detail

Internal Notification Detail

Internal Notification Detail-->Internal Notification Detail

501

Inventory

Inventory

Inventory-->Inventory

496

Inventory Item List

Inventory Item List

Inventory Item List-->Inventory Item List

502

Inventory Reports

Inventory Reports

Inventory Reports-->Inventory Reports

60

Item List

Item List

Item List-->Item List

531

Item Processing

Item Processing

Item Processing-->Item Processing

109

Item Status

Item Status

Item Status-->Item Status

91

Item Types

Item Types

Item Types-->Item Types

283

List Reports

List Reports

List Reports-->List Reports

449

Locations

Locations

Locations-->Locations

489

Mailer Lookup

Mailer Lookup

Mailer Lookup-->Mailer Lookup

284

Manage Scripts

Maintain Scripts

Maintain Scripts-->Manage Scripts

535

Manage Order Exceptions

Manage Order Exceptions

Manage Order Exceptions-->Manage Order Exceptions

439

Media

Media

Media-->Media

438

Media Overview

Media

Media-->Media Overview

442

Media Formats

Media Formats

Media Formats-->Media Formats

447

Media Reports

Media Reports

Media Reports-->Media Reports

443

Media Schedules

Media Schedules

Media Schedules-->Media Schedules

444

Media Types

Media Types

Media Types-->Media Types

490

Move Inventory

Move Inventory

Move Inventory-->Move Inventory

423

Notification Calling Profiles

Notification Calling Profiles

Notification Calling Profiles-->Notification Calling Profiles

381

Notification Management

Notification Management

Notification Management-->Notification Management

425

Notification Queue Templates

Notification Queues

Notification Queues-->Notification Queue Templates

424

Notification Queues

Notification Queues

Notification Queues-->Notification Queues

422

Notification Grids

Notification Setup

Notification Setup-->Notification Grids

421

Notification Templates

Notification Setup

Notification Setup-->Notification Templates

450

Notifications

Notifications

Notifications-->Notifications

270

Order Detail

Order Detail

Order Detail-->Order Detail

271

Order Lookup

Order Lookup

Order Lookup-->Order Lookup

506

OrderMetrix Dashboard

OrderMetrix Dashboard

OrderMetrix Dashboard-->OrderMetrix Dashboard

513

Pay Types

Pay Types

Pay Types-->Pay Types

452

Payment Data

Payment Data

Payment Data-->Payment Data

66

Payment Methods

Payment Methods

Payment Methods-->Payment Methods

403

Payment Processing Accounts

Payment Proc Accounts

Payment Proc Accounts-->Payment Processing Accounts

299

Payment Processing

Payment Processing

Payment Processing-->Payment Processing

528

Payment Processing

Payment Processing

Payment Processing-->Payment Processing

432

Payment Processors

Payment Processors

Payment Processors-->Payment Processors

497

Payment Terms List

Payment Terms List

Payment Terms List-->Payment Terms List

466

Payroll Processing

Payroll Processing

Payroll Processing-->Payroll Processing

527

Payroll Processing

Payroll Processing

Payroll Processing-->Payroll Processing

509

Pending Inventory Adjustment

Pending Inventory Adjustment

Pending Inventory Adjustment-->Pending Inventory Adjustment

337

Performance Reports

Performance Reports

Performance Reports-->Performance Reports

448

PGP Keys

PGP Keys

PGP Keys-->PGP Keys

453

Process Alerts

Process Alerts

Process Alerts-->Process Alerts

454

Process History

Process History

Process History-->Process History

510

Processes

Processes

Processes-->Processes

530

Processes

Processes

Processes-->Processes

298

Processing Overview

Processing

Processing-->Processing Overview

291

Processing Reports

Processing Reports

Processing Reports-->Processing Reports

524

Product Content

Product Content

Product Content-->Product Content

374

Product Data

Product Data

Product Data-->Product Data

349

Product Groups

Product Groups

Product Groups-->Product Groups

345

Product Guarantees

Product Guarantees

Product Guarantees-->Product Guarantees

340

Product Lookup

Product Lookup

Product Lookup-->Product Lookup

310

Product Offer

Product Offers

Product Offers-->Product Offer

279

Product Offer

Product Offers

Product Offers-->Product Offer

401

Promo Code

Promo Codes

Promo Codes-->Promo Code

511

Purchase Order Batch List

Purchase Order Batch List

Purchase Order Batch List-->Purchase Order Batch List

498

Purchase Order List

Purchase Order List

Purchase Order List-->Purchase Order List

461

QA Recorder

Q.A. Agent

Q.A. Agent-->QA Recorder

460

QA Survey Data

Q.A. Agent

Q.A. Agent-->QA Survey Data

459

QA Survey Lookup

QA Survey Lookup

QA Survey Lookup-->QA Survey Lookup

456

QA Survey Question Rules

QA Survey Question Rules

QA Survey Question Rules-->QA Survey Question Rules

457

QA Survey Questions

QA Survey Questions

QA Survey Questions-->QA Survey Questions

458

QA Surveys

QA Surveys

QA Surveys-->QA Surveys

371

Reason Codes

Reason Codes

Reason Codes-->Reason Codes

495

Receipts List

Receipts List

Receipts List-->Receipts List

405

Recorder Administration

Recorder Administration

Recorder Administration-->Recorder Administration

430

Recordings

Recordings

Recordings-->Recordings

436

Reports Overview

Reports

Reports-->Reports Overview

507

Resolution Codes

Resolution Codes

Resolution Codes-->Resolution Codes

364

RMA Lookup

RMA Lookup

RMA Lookup-->RMA Lookup

319

Royalty Preferences

Royalties Preferences

Royalties Preferences-->Royalty Preferences

297

Royalties Processing

Royalties Processing

Royalties Processing-->Royalties Processing

518

RSA Keys

RSA Keys

RSA Keys-->RSA Keys

253

Sales Overview

Sales

Sales-->Sales Overview

269

Gross Sales Commissions

Sales Commissions

Sales Commissions-->Gross Sales Commissions

261

Sales Commissions Overview

Sales Commissions

Sales Commissions-->Sales Commissions Overview

293

Sales Reports

Sales Reports

Sales Reports-->Sales Reports

347

Sales Tax Maintenance

Sales Tax Maintenance

Sales Tax Maintenance-->Sales Tax Maintenance

503

Script Forms

Script Forms

Script Forms-->Script Forms

308

C.S. Scripts and Other Documents

Scripts

Scripts-->C.S. Scripts and Other Documents

255

Sales Scripts and other documents

Scripts

Scripts-->Sales Scripts and other documents

259

Sales Scripts Overview

Scripts

Scripts-->Sales Scripts Overview

306

Scripts Overview

Scripts

Scripts-->Scripts Overview

465

Shifts

Shifts

Shifts-->Shifts

390

Shipment Proc Accounts

Ship Proc Accounts

Ship Proc Accounts-->Shipment Proc Accounts

414

Shipping Charge Profiles

Shipping Charge Profiles

Shipping Charge Profiles-->Shipping Charge Profiles

415

Shipping Data

Shipping Data

Shipping Data-->Shipping Data

499

Shipping Method List

Shipping Method List

Shipping Method List-->Shipping Method List

63

Shipping Methods

Shipping Methods

Shipping Methods-->Shipping Methods

391

Shipping Weight Profiles

Shipping Weight Profiles

Shipping Weight Profiles-->Shipping Weight Profiles

463

Short Abandon Durations

Short Abandon Durations

Short Abandon Durations-->Short Abandon Durations

408

Short Call Durations

Short Call Durations

Short Call Durations-->Short Call Durations

504

SIM Custom Fields

SIM Custom Fields

SIM Custom Fields-->SIM Custom Fields

505

SIM Elements

SIM Elements

SIM Elements-->SIM Elements

94

Source

Source

Source-->Source

475

Source Calls/Orders

Source Calls/Orders

Source Calls/Orders-->Source Calls/Orders

481

Split Continuities

Split Continuities

Split Continuities-->Split Continuities

446

Stations

Stations

Stations-->Stations

491

Supplier List

Supplier List

Supplier List-->Supplier List

451

Survey Data

Survey Data

Survey Data-->Survey Data

468

Survey Instances

Survey Instances

Survey Instances-->Survey Instances

427

Survey Question Rules

Survey Question Rules

Survey Question Rules-->Survey Question Rules

428

Survey Questions

Survey Questions

Survey Questions-->Survey Questions

455

Survey Reports

Survey Reports

Survey Reports-->Survey Reports

426

Surveys

Surveys

Surveys-->Surveys

309

Current Users Logged On

System

System-->Current Users Logged On

239

Manage Module Permissions

System

System-->Manage Module Permissions

240

Manage Process Rights

System

System-->Manage Process Rights

238

User Manager

System

System-->User Manager

402

System Preferences

System Preferences

System Preferences-->System Preferences

539

Tax Accounts

Tax Accounts

Tax Accounts-->Tax Accounts

540

Tax Table

Tax Table

Tax Table-->Tax Table

323

TimeCard

TimeCard

TimeCard-->TimeCard

395

TimeCard

TimeCard

TimeCard-->TimeCard

326

Timecard

Timecard

Timecard-->Timecard

97

Toll Free Numbers

Toll Free Numbers

Toll Free Numbers-->Toll Free Numbers

288

C.S. Agent Training Materials

Training

Training-->C.S. Agent Training Materials

257

Sales Agent Training Materials

Training

Training-->Sales Agent Training Materials

287

Training Area Overview

Training

Training-->Training Area Overview

258

Training Area Overview

Training

Training-->Training Area Overview

500

Unit Of Measure

Unit Of Measure

Unit Of Measure-->Unit Of Measure

541

Upcoming Notifications

Upcoming Notifications

Upcoming Notifications-->Upcoming Notifications

492

Warehouse List

Warehouse List

Warehouse List-->Warehouse List

 

Attachments

  1. Roles and Permissions Definitions 
  1. OLCC_Version 5_RoleDefinitionWorksheet 
    1. If you wish to create a custom role for multiple employees to use, please download.
    2. You can email the completed form to support@orderlogix to begin the discussion on creating the new role.

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