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Account > Users > [User ID] > Access Control
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Other user links:
Demographic | Schedule | Cost | Proxy | Filter Sets
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You now have maximum flexibility in giving specific permissions, rights, and access to the users of your OpenAir.com account. Rights and permissions are assigned by going to Account > Roles.
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To permit or restrict access to one or more OpenAir.com modules, and/or data exchange capabilities:
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Modules access:
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This tab enables an Administrator to permit or restrict a user's access to one or more OpenAir.com modules. If, for example, only one person in your company needs to use Opportunities, you can prevent other users from using the Opportunities module by removing it from the list of modules to which each user has access.
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To restrict or permit a user's access to one or more modules:
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1. Click on the Account tab, and then on the "Users" link.
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2. Click on the relevant User ID.
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3. Click on the "Access control" link, and then on the "Modules access" link.
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4. To restrict module access, select the module(s) to be restricted from the right-hand "Selected Items" list in the "Modules Access" form, and then click on the "Remove highlighted items" button. To permit module access, select the desired module or modules from the left-hand "Available Items" list, and then click on the "Add highlighted items" button.
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5. Click on "Save."
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Exchange access:
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This tab enables an Administrator to permit or restrict a user's access to OpenAir.com's data exchange capabilities.
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To restrict or permit a user's access to data exchange capabilities:
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1. Click on the Account tab, and then on the "Users" link.
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2. Click on the relevant User ID.
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3. Click on the "Access control" link, and then on the "Exchange access" link.
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4. To restrict data exchange access, select the data exchange capability/ies to be restricted from the right-hand "Selected Items" list in the "Exchange Access" dialog, and then click on the "Remove highlighted items" button. To permit data exchange access, select the desired data exchange capability/ies from the left-hand "Available Items" list, and then click on the "Add highlighted items" button.
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5. Click on "Save."
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Please note: Your company can use either QuickBooks or Peachtree, but not both. If relevant, only the link to the application you choose will show up in the Exchange tab list and on the associated access picker list. Until one or the other application is chosen, both choices will appear.
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