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?

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

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

Setup

Scroll down to Manage Module Permissions

Tool Bar

Print

Minimize module

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.

The Manage Module Permissions window will pop up.
Select group or user from drop down list.
To add the user or group to the permission, click the Add button. This will grant the user or group that permission.
To edit right access, click the Edit icon for the user or group you wish to edit.
You can then click the Read, Edit and/or Delete checkboxes.
***To select Edit or Delete you MUST also select Read.***

Read
Edit
Delete

To save the changes to the user or group right access, click the Save icon.
To cancel the changes to the user or group right access, click the Cancel icon.
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

Roles and Permissions Definitions

OLCC_Version 5_RoleDefinitionWorksheet

If you wish to create a custom role for multiple employees to use, please download.
You can email the completed form to support@orderlogix to begin the discussion on creating the new role.

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