Visibility and Security

The Visibility & Security utility enables you to control access to different areas of the Retailer software. You may have three levels of security passwords in Retailer as discussed HERE. There are hundreds of options in Retailer to control who has access to what in the system. This access is based on security levels.

Setting Security Levels in Retailer 

1. From the Main Screen, click on Utilities -> Visibility & Security.
2. You will be asked for your Level D password. Enter it here.
3. You will be shown a grid showing all of the areas and functions of Retailer that can have a security level.
   Note: There are a few items that can’t be changed from Level D.
4. Find an area that you wish to password protect in the grid. In the right-most column, change the Security Level to the level you desire and click Save.
   
5. To change a group of areas to the same level, click on the selection box to choose them. Then select the new security level at the bottom and press [ENTER] or [TAB] on the keyboard.

An easy way to find the area you want to change, (if it already has a password on it) is to go to that area and you will be prompted to enter the password. At the top of that screen, it will show a number in brackets, and the name of the area, eg. (15) - Setup POS. The 15 is the area number which you will see in the Visibility & Security screen, and Setup POS is the area description.

Common Security Area Numbers

Point of Sale

12 - Open Point of Sale

240 - Open Previous Sales

176 - Discount Sale

285 - Set Temporary Retail Price

241 - Perform No Sale

332 - Edit Previous Sales (change the staff initial or payment type used for the sale)

Stock Screen

18 - Open Stock Screen

219 - Update Cost Price

156 - Update Sell Price

416 - Update Web Price

287 - Update Trade Price

147 - Modify Quantity on Hand

422 - Set Static Quantity

Customers

346 - Delete a Customer

347 - Change Customer Account Type

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