Profiles

Profiles determine which customers and facilities the users are able to access. Access is limited within the Charge Maintenance Screen as well as in Invoicing. Menu item access can be controlled by the Roles as described in the Administration Guide.

Fields

User
The user ID to which these permission levels apply.
Profile
The type of access identified in this profile record:
  • Allow Access
  • Exclude Access

Three additional permissions are available for the admin user. Adding these profiles to the admin user will turn on specific features for the customers in the background processes.

  • Count actual LPN Quantity from Data warehouse
  • Omit Charges with Zero Rates
Facility/Customer
The facility and customer associated with these permission levels.
Bill Group
Provide security that prevents users from seeing or modifying data for owners who are not in the same group. Users can be assigned to groups for invoices, contracts, minimums, charges, markups and discounts, inventory dates, customer send methods, and order history.
A user who is not assigned to a group can view and modify data for owners in all groups.