Operators

Security

Operators are the users of the ActivityHD Purchasing package including users who enter purchase information and/or those who approve purchase orders. You can restrict the ability of certain operators to enter and process purchases by PO department.

Note

Each operator must be data linked to an authorized user record.

×

Operators security

Common accesses available on operators

Access A user with this access can...
Change Use the mass change action on operators.
Custom Fields Create and edit custom fields for operators.
Data Have read-only access to operators from anywhere in the software (e.g., field validations, filters, date expressions).
Delete Delete operators.
Edit Edit operator records.
Export Export operator records from ActivityHD.
Import Import operator records into ActivityHD.
New Create new operator records.
Read Have read-only access to operator records.
Report Run reports with operator information.
Report Designs Create and edit report designs with operator information. This access enables the Report Designs button on the Output tab of report dialogs.
Shared Answers Create and edit action profiles and report profiles related to operators.
Shared Filters Create and edit shared filters on operators.
Visible View the Operators folder in the Navigation pane.

 

×

Report Email dialog

From
The email account from which to send the email. Valid options are:
  • Windows user default account. Sends email using the user's Windows default email account. For most users, this is the account configured in Outlook or another email client application.
  • Server personal. Sends email using the email configuration for the system or company server and the email address on the current user's authorized user record. The authorized user record must have a confirmed email address.
  • Server generic. Sends email using the email configuration and "from" address for the system or company server. This option requires "Send generic" access to the Server Email resource.
To
The email address(es) to which to send the email. Separate email addresses with semi-colons.
CC
The email addresses to copy on the email. Separate email addresses with semi-colons.
BCC
The email addresses to blind copy on the email. Separate email addresses with semi-colons.
Subject
The subject line.
Text box
The body of the email.