How To Set-up Password to View Customer Credit Card information
Steps
- Select Mgmt/ Personnel/ View/Edit Employee.
- Use the employee listing on the left side of the screen to highlight the employee to edit.
- Click the “Edit” button on the toolbar.
- Click the checkbox Password to view Financial Information
- Type in a 4 character Password
- Reenter password
Note: **Do NOT** use the same password to enter other locations in Cyrious.
- Click “Save” to save the changes made to the employee's record.
Important: If you did not have to use a password to view the Employee information, do the following
Steps
- Enable password protection
- Click on Mgmt/ Set-up/ Change Passwords.
**The passwords screen consists of the restriction levels on the left, password entry fields in the center, and the restricted features on the right. The following restriction levels are available:**
Set-up Restrictions – This level restricts access to the set-up features and time-clock adjustments.
Accounting Restrictions – This level restricts access to the General Ledger, or GL.
Pricing Restrictions – This level restricts access to the Product and Price Modifier entry screens.
Advanced Use Restriction – Enabling this level of password protection restricts access to the Marketing program, issuing customer credits, and voiding orders and payments.
Reporting Restrictions – This level restricting access to the Reports Menu.
**No password is needed for basic order, estimate, company, and payment entry.**
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