To locate the users Permissions page go to:   Setup Information > Company > Users > select a Users Edit link > Permissions tab

User Roles

1. From the User Permissions page look for the User Role field.
   
2. Then select the drop down to choose the User Role that best fits.
   
3. All Permission will be changed once you confirm/save this change.
   
4. You can customize the Permissions once a User Role has been selected and Saved.
   

Ordering - permissions

Orders Require Approval

1. Orders in the "Cart" stage for this User will Require Approval if this is selected.
   
2. An email will be sent to any User who "Can" Approve Orders if the "Request Approval" button is clicked.
   
3. Likewise an email will be sent back notifying the Requesting User if the Order was Approved or Denied.

Over Budget Approval Required

1. Orders in the "Cart" stage for this User will Require Approval if they are Over Budget.
2. Keep in mind there could be multiple Budgets involved for different groups of Items.
   
3. So the Order could be Over Budget for 1 or multiple Budgets.

Order Threshold before Approval is Required

1. An Order Threshold can be set and as long as the Cart Total $ is "Equal to or Less Than" the Threshold the order is Pre-Approved.
2. However, if the Cart Total $ exceeds the Order Threshold, then the Order will Require Approval.

Order Approval Level

1. Choosing Full or Part for this permission means a User can Approve Carts that are Pending Approval.
2. If Part is selected, that means anyone who has "Full" approval level, will still need to Approve the Carts that the "Part" User approves.
   
3. It also means that if the User with "Part" approval creates a Cart, the Full approval level User will need to Approve it for Orders to be created.
   
4. The User will be emailed every time a new Request for Approval of a Cart is submitted.
   
5. They will also be emailed every morning if any Carts (orders) are still Pending Approval from previous days.
   
6. These email notification can be turned on/off by visiting the Users Notifications page.

Submit Orders

1. When selected the User can Submit any Purchase Order to any Vendor.
2. They will be emailed every morning if there are any Unsent Purchase Orders from previous days.
   
3. After Submitting Purchase Orders the User will also receive an email confirming the PO was sent.
   
4. They will also receive an Acknowledgement email when the Vendor opens/views the Purchase Order.
   
5. These email notification can be turned on/off by visiting the "Users Preferences" page.
   

Receive Orders

1. When selected the User can Receive any Purchase Order.
   
2. This is the step where the User compares the delivered package, to the PO in Clixon, to confirm what they have actually Received.
   
3. They can "Back Order" items to break up a PO to match 1 or more Vendor Invoices.
   

Reconcile/Close Orders

1. When selected the User can Reconcile and Close any Purchase Order.
2. They would enter any Invoice information, confirm/update Unit Prices to match the Vendor Invoice, etc...
   
3. After finishing this process the PO is either Closed, or sent to a status of Pending Export to Accounting software.

Export Orders / Returns to Accounting 

1. When selected the User can Export Reconciled Purchase Orders to "Integrated" Accounting Software.
   
2. A daily email notification will go out to each User reminding them that they have 'x' number of PO's to Export.
   
3. This email notification can be turned on/off by visiting the "Users Preferences" page.

Manage Order Forms

1. When selected the User will have Full Access to all Order Forms.
   
2. This allows them to Create, Edit, Delete, or Print any Order Forms.

1. Hide Category Pricing

1. To activate, choose the Hide Specific Category Pricing button which will open a window and display all available Categories.
   
2. Slide the Available Categories, you would like to "Hide Pricing" for, over to the right panel labeled "Hide Pricing".
   
3. Click the   Save   button when done.
   

Products - permissions

New Products Require Approval

1. When selected the User must Request Approval for any "New Items" they wish to Order/Add.
2. This just means that if they find a product that has never been Ordered in one of our Vendor Catalogs or if they want to create a Custom Item from any other Vendor(s) to Order, it must be Approved.
   
3. Once Approved the Item will be added to their Catalog and directly to an Order if they Requested it while in a Cart.
   
4. If an Item Request is Approved or Denied the User will receive an email notifying them of the decision made.

Approve New Products

1. When selected the User can Approve all New Item Requests.
2. They will be emailed each time a New Item Request is Submitted and each morning if any Requests remain Unapproved.
   
3. These email notification can be turned on/off by visiting the "Users Preferences" page.

The permissions, New Products Require Approval and Approve New Products cannot be set at the same time.

Selecting one will unselect the other automatically.

Edit Practice (My) Products

• When Selected the User will have access to View and Edit all Items in the Catalog(s) at each location they have access to.

Edit Corporate Products

1. When Selected the User will have access to View and Edit all Items in the Corporate Catalog.

Inventory Control - permissions

Issue Materials

1. When selected the User can Issue (reduce On Hand value) any Requested or "Consumed" products.

Count

1. When selected the User can execute Inventory Counts, Adjust On Hand levels, and view Inventory Count Reports.
   

Manage Request Forms

1. When selected the User will have Full Access to the Request Forms.
2. This allows them to Create, Edit, Delete, or Print any Request Form.
   
3. Request Forms increase the efficiency of "Requesting Products" from Inventory in the Lab or Office.
   

Material Requests Only

1. When selected the User will only be able to Request Products to be Issued from Stock.
2. They will only have visibility of their Requested and Issued Products pages.
   
3. They will be able to search through the Company (My) Catalog for products they need to Request.

Note - Limit to Request Forms only shows as a Permission option if Material Request Only is selected.

Limit to Request Forms (only shows if 'Material Requests Only' permission is selected)

1. Material Requests Only User will only have access to Request Forms to Request Products
   
2. They will not have the ability to search through the entire Company Catalog to Request Products.