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16.7 Advanced Sharing Access

User Manual vtenext 22.05 16 Hierarchical roles and user profiling

This allows you to extend data access permissions for a user on a specific module, based on rules...

16.6 Access Field

User Manual vtenext 22.05 16 Hierarchical roles and user profiling

The available function is used to control the visibility of the fields in the various modules on ...

16.5.2 Custom Rules

User Manual vtenext 22.05 16 Hierarchical roles and user profiling

At the bottom of the Sharing Access panel, you can create exceptions to the permissions that you ...

16.5 Sharing Access

User Manual vtenext 22.05 16 Hierarchical roles and user profiling

vtenext allows you to set the access privileges of the Roles, defining whether the content of the...

16.4 Groups

User Manual vtenext 22.05 16 Hierarchical roles and user profiling

Groups are effective tools for bringing together users who belong to the same team. They are used...

16.3 Users

User Manual vtenext 22.05 16 Hierarchical roles and user profiling

From Settings > Users you can create and manage users, which are displayed in a list on the main ...

16.2 Roles

User Manual vtenext 22.05 16 Hierarchical roles and user profiling

Roles underpin the entire security system, each of which is based on a profile. The administrator...

16.1.1 Create new profile

User Manual vtenext 22.05 16 Hierarchical roles and user profiling

STEP 1: Once on Settings > Profiles, press New Profile: STEP 2: in the configuration window fo...

16.1 Profiles

User Manual vtenext 22.05 16 Hierarchical roles and user profiling

The profile defines the privileges of a user in regard to access to, and use of, vtenext modules ...

15.1 RSS

User Manual vtenext 22.05 15 Other Functions

It is possible to provide constant and real time updates to all vtenext users through the RSS Fee...

14.9 Export/Import PDF Template

User Manual vtenext 22.05 14 PDF Maker

You can import or export the templates of the PDF Maker module in XML format using the appropriat...

14.8 PDF file name

User Manual vtenext 22.05 14 PDF Maker

In the PDF Maker Settings tab, you can define the name of the output PDF file. This option allows...

14.7 Custom Functions in PDF

User Manual vtenext 22.05 14 PDF Maker

It is possible to define custom functions for data processing within the PDF Maker. To add a cust...

14.5 Export to PDF

User Manual vtenext 22.05 14 PDF Maker

To generate a PDF, access the main module registry (e.g.: Quotes) and click the Other button in t...

14.3 Barcodes

User Manual vtenext 22.05 14 PDF Maker

It is possible to insert barcodes inside the template through the "Other information" Tab: It ...

14.2 Products block within PDF templates

User Manual vtenext 22.05 14 PDF Maker

For the Quotes, Sales Orders, Purchase Orders and Invoices modules, you can insert the product bl...

14.1.2 Insert tables in PDF

User Manual vtenext 22.05 14 PDF Maker

To create a table in the PDF Maker, simply use the appropriate function in the editor, which is h...

14.1.1 Insert images in PDF

User Manual vtenext 22.05 14 PDF Maker

Press the Image button in the editor: URL insert the URL of the image (if alread...

13.2 Charts

User Manual vtenext 22.05 13 Reports and charts

Once you have created a report you can generate a chart from it using the Create Graph button. ...

13.1 Reports

User Manual vtenext 22.05 13 Reports and charts

Reports are organised in folders. You can create new ones and delete them (only empty folders can...