From release 2.2 enhanced authentication and security features have been implemented.  From build 2.2.3 it is a requirement that the Sage 300 Company has Security turned on.

The Service Manager security settings for the Security Groups assigned to individual Field Portal Users are listed in the table below.  Please note this is not the security requirement for the Sage 300 User Account set in the Field Portal Configuration Utility.

Access

Security Setting

Comment

Access Job in document tree

Document Entry – Allow

Must also be turned on in config tool

Create Job

Copy Documents – Allow

Must also be turned on in config tool

Create/View Quote

Document Entry - Quotation Entry

Must also be turned on in config tool

Create Equipment

Setup – Equipment

Must also be turned on in config tool

Can see cost

Document Entry – Show cost

 

Can override Price

Document Entry – Allow Unit Price Override

 

Access to secured Custom Fields

Custom Fields – Allow edit of Secured Fields

 

Allowed over credit limit

Credit Checking – Allow Document Entry

 

Can see all jobs

Job Manager – Show Jobs not Assigned to User

Alternative for backwards compatibility is nominate See All Jobs User in config tool

Add/Edit phase, billing and equipment lines

Document Entry – Billing Entry

 

Add/Edit Item lines

Document Entry – Item Line Entry

 

Add/Edit Service lines

Document Entry – Service Line Entry

 

Edit others Notations

Notations – Allow edit of All Notations

 

Can Post Invoice

Posting - Invoices

Must be turned on in config tool

Can Take Payment

Posting - Payment Remittance

Must be turned on in config tool

Generate Reports

Document Entry - Allow

Reports - Document Reports

Must be turned on in config tool

Can see Employee Location Latitude/Longitude

Inquiry - View Employees GPS

Employee Location Interval timing must be entered in config tool

Must also be enabled in V/M Setup > V/M General > Options > Time tab

Allows the user to delete time entries

Resources - Allow deletion of Time Entries

 

Allow users to change the Item Location in Document Entry

Document Entry - Change Item Location

 

Modify the Price Lists for Service and Item lines in Documents

Document Entry - Allow Price List Change

 

  Modify the Item Category for Item Lines

Document Entry - Allow Item Category Change

 

Allows entry of Purchase Requisitions

Purchasing - Requisition Entry

 

Allows Posting of Requisitions or Purchase Orders to Sage 300 Purchase Orders

Purchasing - Requisition Post

 

Create Purchase Orders out in the field if there is a requirement to purchase an item to complete a job

Purchase Order Entry

Located in Purchase Order Application Security Group

Must be turned on in the config tool