Restricting / allowing changes to client and contact details

You may wish to change the configuration to control which security groups can edit client and contact details; including their address information.

There are separate task permissions to control these changes.

To check the security group the employee is a member of select Maintenance > Maintenance Map >Security > Employee Group Security and then search for the employee by surname to see which security group they are a member of. For more information, see Employee group security.

To restrict/allow changes to client details

Note: Deselecting this option will stop users from changing phone numbers as well as details under Extras, Associations, Billing Groups etc but not under the Responsibility tab .

Select Maintenance > Maintenance Map > Security > Task Permissions on the main menu. The Maintenance — Task Permissions page opens.
Select the Product - Central from the drop-down.
Select the Group (security group) from the drop-down that you want to set up the task permissions for.
Under Group Description, click against Client to list the permissions for that area. The list expands and displays a checkbox in the Allow column.

Select the checkbox in the Allow column to give permission to a task.

Deselect the checkbox in the Allow column if you do not want to give permission for the task (or click Toggle group on/off on the Tasks bar).
Select/deselect the checkbox for #Client #Can Modify Details.
Click OK to save the changes
Close and re-open AE/AO for the changes to take effect.

To restrict/allow changes to contact details

Note: Deselecting this option will stop users from changing phone numbers as well as details under Extras and Associations but not under the Responsibility tab .

Select Maintenance > Maintenance Map > Security > Task Permissions on the main menu. The Maintenance — Task Permissions page opens.
Select the Product - Central from the drop-down.
Select the Group (security group) from the drop-down that you want to set up the task permissions for.
Under Group Description, click against Contact to list the permissions for that area. The list expands and displays a checkbox in the Allow column.

Select the checkbox in the Allow column to give permission to a task.

Deselect the checkbox in the Allow column if you do not want to give permission for the task (or click Toggle group on/off on the Tasks bar).
Select/deselect the checkbox for #Contact #Can Modify Details.
Click OK to save the changes
Close and re-open AE/AO for the changes to take effect.

To restrict/allow changes to address details

Select Maintenance > Maintenance Map > Security > Task Permissions on the main menu. The Maintenance — Task Permissions page opens.
Select the Product - Central from the drop-down.
Select the Group (security group) from the drop-down that you want to set up the task permissions for.
Under Group Description, click against Other to list the permissions for that area. The list expands and displays a checkbox in the Allow column.

Select the checkbox in the Allow column to give permission to a task.

Deselect the checkbox in the Allow column if you do not want to give permission for the task (or click Toggle group on/off on the Tasks bar).
Select/deselect the checkbox for #Address #Can Add.
Select/deselect the checkbox for #Address #Can Delete.
Select/deselect the checkbox for #Address #Can Modify.
Click OK to save the changes
Close and re-open AE/AO for the changes to take effect.