Manage user access

• Types of access
• Personal access
  • How to set up personal access for counterparties
  • How to set up personal access for Sales
  • How to restrict average cost viewing
  • How to restrict transaction viewing
• Role access

Types of access

In Kladana workspace, every transaction, counterparty, and product has two owners: a User and a Group. As an administrator, you can grant access of different types:

• Personal access;
• Group access;
• Shared access.

The access to a certain item for a certain user is determined by the user personal access.

If you want to set up the access for a transaction, click on the owner’s name.

If you want to set up the access for a counterparty or for a product, go to the Sharing section.

Personal access

As an administrator, you can customize the access of each employee. You can allow or restrict some sections or transactions viewing, editing, printing, and deleting.

1. Click on the user icon and select Settings → Employees.
2. Click on the name of an employee.
3. Select User roles → User and click Setup permissions.
4. Select a section from the list on the left and configure the access to every action and transaction.
5. Click Save settings.
6. Click Save.

For more details see the following examples:

• How to set up personal access for counterparties
• How to set up personal access for Sales
• How to restrict average cost viewing
• How to restrict transaction viewing

Example 1. How to set up personal access for counterparties

Step 1. Select the user among counterparties.

1. Select Counterparties → Customers & Suppliers.
2. Click +Counterparty.
3. Scroll down to the Sharing section and select the user.
4. Click Save.

Step 2. Set up personal access for the user.

1. Click on the user icon and select Settings → Employees.
2. Click on the name of the user.
3. Select User roles → User and click Setup permissions.
4. Select the Counterparties section from the list on the left.
5. In the View column, select Own only for Counterparties. The Edit column settings are updated automatically.
6. Click Save settings.
7. Click Save.

Example 2. How to set up personal access for Sales

1. Click on the user icon and select Settings → Employees.
2. Click on the name of the user.
3. Select User roles → User and click Setup permissions.
4. Select the Sales section from the list on the left.
5. In the View column, select Own only for Sales Orders, Sales Invoices, Shipments. The Edit column settings are updated automatically.
6. Click Save settings.
7. Click Save.

Now in the Profit Report in the Sales section, the user can see only his own shipments.

Example 3. How to restrict average cost viewing

1. Click on the user icon and select Settings → Employees.
2. Click on the name of the user.
3. Select User roles → User and click Setup permissions.
4. Select the Preferences section from the list on the left.
5. Remove the checkbox for View average cost, purchase price and profit.
6. Click Save settings.
7. Click Save.

Example 4. How to restrict transaction viewing

1. Click on the user icon and select Settings → Employees.
2. Click on the name of the user.
3. Select User roles → User and click Setup permissions.
4. Select the Purchases section from the list on the left.
5. In the View column, select No for Receivings.
6. Click Save settings.
7. Click Save.

Role access

You can save the personal access settings of a user as a Role. Then you can use the Role to set up access for the other users.

1. Click on the user icon and select Settings → Employees.
2. Click on the name of any employee.
3. Select User roles → User and click Setup permissions.
4. Click Individual settings → +Role.
5. Enter the name of the role and set the permissions.
6. Click Save role to apply the permissions to every user who has the role.
7. Click Save settings to apply the permissions to the current user.