Password Protecting Balance Owed

Manager SE Settings, Defaults, Database
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SFAuto
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Joined: Wed Jun 11, 2014 12:54 pm

Password Protecting Balance Owed

Post by SFAuto »

Is there a way to make the current balance owed blocked from users seeing it without a password? We have the reports password protected but would like our technicians to not have access to what our fleet accounts balances are. Sorry if this is posted else where, I was searching but not seeing it specifically.

Thanks, Kelly
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timbre4
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Re: Password Protecting Balance Owed

Post by timbre4 »

Where are they seeing this? If it is on the Customer screen, this cannot be protected. If it is on the F5 Batch Payment window only certain functions are protected there.
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bal2.png (6.63 KiB) Viewed 1525 times
The simplest solution (and many here will agree) is to keep the technicians out of the Manager SE program.
Tim McDonnell -
Sr. Product Market Mgr / Forum Moderator / Mitchell 1 Media Developer
SFAuto
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Posts: 6
Joined: Wed Jun 11, 2014 12:54 pm

Re: Password Protecting Balance Owed

Post by SFAuto »

Yes that is where I was referring too. Thanks.
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