Security Actions Searchable Index
| Security Category | Security Action | Description | Location of Function |
|---|---|---|---|
| Applications | |||
| Account CSV Import/Export | Access to account csv import/export | Activities > accounts > account csv import/export | |
| Account Merge Utility | Access to account merge utility | Activities > accounts > account merge utility | |
| Constant Contact Export | Access to constant contact export | Activities > accounts > constant contact | |
| eBay Category Mapper | Access to the eBay category mapper | C:\rwd\support\EbayCategoryMap.exe | |
| Email Manager | Access to the base application | Activities > accounts > email manager | |
| Inventory Module | Access to the base application | ||
| Inventory Reconciliation Module | Access to the inventory reconciliation module | Activities > inventory >inventory reconciliation | |
| Item Import Utility | Access to import items, and bulk unpost items | Activities > inventory> bulk unpost items | |
| Listing Manager | Access to the base application | ||
| Point Of Sale | Access to the base application | ||
| Quickbooks Link | Access to the base application | ||
| Report Module | Access to the base application | ||
| Word Processor | Access to the base application | ||
| Zip Code Cleanup | Allows access to the Zip Code Maintenance application that helps address duplicate zip codes in your database. | C:\rwd\support\zipcodemaint.exe | |
| Inventory Module | |||
| Account List | Controls who can open the account list in the inventory module | Dashboard | |
| Accounting > Account Payments | Controls mass payouts through account payments & Payout History. | Activities>accounting>account payments | |
| Accounting > Apply Group Deductions | Controls the ability to deduct money from a multiple accounts | Activities>accounting>apply group deductions | |
| Accounting > Change Payment Accounts | Controls the ability to change payment accounts like check, cash and paypal in mass, across multiple accounts. | Activities>accounting>change payment accounts | |
| Accounting > Clear Checks | Allows access to the clear check window. you can view a payout window. you can expire or clear payout checks | Activities>accounting>clear checks | |
| Accounting > Export Payouts | Controls who can export payouts to quickbooks using .iif | Activities>accounting> export payouts | |
| Accounting > Payout History | Controls who can access payout history | Activities>accounting>payout history | |
| Accounting > Preview Account Payments | Controls access to the ability to preview what obligation you owe, if you were to payout out everyone within a certain time spawn. | Activities>accounting>preview account payments | |
| Accounting > Reconcile Accounts | Controls who can either convert old account balances into non-payable store credit or allows you to forfeit the balance | Activities>accounting>reconcile accounts. | |
| Accounting > Reconcile Zero Balances | Controls access to this function any accounts that have a zero account balance but still have open transactions not associated with a payout | Activities > accounting > reconcile zero balances | |
| Accounts > Add Account | Controls who can add accounts to your account list. | Press add account button form dashboard / file > add account | |
| Accounts > Add Dropoffs | Controls who can access the ability to add inventory drop offs | File > inventory dropoffs | |
| Accounts > Add Transactions | Controls who can add client transactions like credits and deductions to an account. | Any account > transaction tab > add money / deduct money | |
| Accounts > Contracts | Allows you access to contracts > view conrtacts from an account | Any account > tasks > contracts | |
| Accounts > Contracts > New Contract | Allows access to create a new contract. | Any account > tasks > contracts > new contract | |
| Accounts > Contracts > View Contract | Allows access to view current contracts | Any account > tasks > contracts | |
| Accounts > Deactivate Account | Allows access to deactivating accounts. | Activities > accounts > deactivate accounts | |
| Accounts > Delete Account | Allows access to deleting accounts | Any account > tasks > maintenance > delete account | |
| Accounts > Delete Payouts | Allows access to deleting payouts | Any account > payouts tab > delete button / right-click > delete payout | |
| Accounts > Edit Account | Allows access to editing accounts | Dashboard ? account list > edit account button ? double-click an account from account list | |
| Accounts > Edit Account # | Allows access to editing account numbers | Located in the top left-hand corner of an account window. | |
| Accounts > Edit Charity Donation | Allows access to toggling the charitable donation setting in an account | Any account > left panel > scrolling down page > toggle charity donation field | |
| Accounts > Edit Digital Payout Id | Allows access to editing the digital payout id field | Any account > left panel > scrolling down page > digital payment id field | |
| Accounts > Edit Notes | Allows access to the notes tab on an account - add, edit or delete notes. | Any account > notes tab at the top center of the account page. | |
| Accounts > Edit Payment Account | Allows access to editing the payment account field - allows selection between pre existing payment accounts | Any account > left panel > scrolling down page > payment account field. | |
| Accounts > Edit Preferred Price Code | Allows access to editing the preferred price code field - allows selections between pre-existing price codes | Any account > left panel > scrolling down page > preferred price code field | |
| Accounts > Hold & Release Transactions | Allows access to hold/release selected transaction | Any account > transactions tab across the top > right-click a transaction > hold / release transaction | |
| Accounts > Inventory Disposition Tab | Allows access to the inventory disposition tab in accounts - displays items that have been sold, expired, paid & unpaid, donated, and so on. | Any account > disposition tab | |
| Accounts > Modify Field Layout | Allows access to modifying the field layout for accounts in liberty - displays account information and additional inventory management options. | Any account > second left pane | |
| Accounts > Notes Tab | Allows access to notes in an account | Any account > notes tab | |
| Accounts > Pay Client | Allows access to issuing payouts to accounts | Any account > left pane > "pay client" button or any account > tasks > pay client... | |
| Accounts > Payment Advance | Allows access to issuing payouts with an arbitrary amount | Any account > tasks > payment advance... | |
| Accounts > Payouts > ResaleWallet Details | Allows access to viewing ResaleWallet Details in Account Payouts tab | Any account > Payouts tab > right click the specific payout > View ResaleWallet Details…. | |
| Accounts > Payouts Tab | Allows access to payout history | Any account > payouts tab | |
| Accounts > Print Letters | Allows access to word processor letters and print or email them to accounts | Any account > left pane > letters | |
| Accounts > Purchases Tab | Allows access to the purchase history of an account | Any account > purchases tab | |
| Accounts > Reconcile Transactions | Allows access to the "reconcile transactions" button in the transactions tab | Any account > transactions tab > reconcile transactions | |
| Accounts > Recurring Fees | Allows access to the recurring fees issued to an account | Any account > tasks > recurring fees... | |
| Accounts > Reminders | Allows access to automated reminders for an account | Any account > tasks > reminders... | |
| Accounts > Remove Uploaded Info | Allows access to pull account information offline from consignor login | Any account > tasks > maintenance > remove uploaded info. or unchecking the "upload account info" checkbox in the account information pane | |
| Accounts > Rewards Plan > Edit Plan Id | Allows access to edit the rewards plan id on each account | Any account > purchases tab > "edit" button on right pane > mem id | |
| Accounts > Rewards Plan > Edit Plan Type | Allows access to edit the rewards plan type on each account | Any account > purchases tab > "edit" button on right pane > plan | |
| Accounts > Rewards Plan > Edit Points | Allows access to edit the points accrued in an account | Any account > purchases tab > "edit" button on right pane > add points | |
| Accounts > Send Email | Allows access to send emails in an account | Any account > account information pane > "send email" button | |
| Accounts > Tax Exemption Info | Allows access to adding tax exemption information for an account | Any account > tasks > tax exemption info... | |
| Accounts > Transactions Tab | Allows access to the transactions tab in accounts and view transactions | Any account > transactions tab | |
| Accounts > Wishlist | Allows access to edit or view the wish list of items an account has | Any account > left pane > "wish list" | |
| Activities > Accounting > ResaleWallet Payments | Allows access to ResaleWallet Payouts | ||
| Activities > Accounts > Change Default Price Codes | Allows access to change the default price code when items are entered for account(s) | Activities > accounts > change default price codes | |
| Activities > Accounts > Deactivate Accounts | Allows access to deactivate accounts | Activities > accounts > deactivate accounts | |
| Activities > Inventory > Change Item Details | Allows access to change item information in bulk | Activities > inventory > change item details... | |
| Activities > Inventory > Change Item Location | Allows access to change items' location in bulk | Activities > inventory > change item location... | |
| Activities > Inventory > Price Items | Allows access to change the price of any item in inventory | Dashboard > activities > inventory > price items | |
| Add New Categories From Item Editor | Allows access to the ability to modify fields when adding an item to the inventory and the ability to edit the layout of adding items. | Any item entry screen excluding "vendor item editor" | |
| Add New Zips To Database | Allows access to add zip codes when a new zip code is introduced in account creations | Account list > add account > "zip code" field | |
| Bulk Tag Printing | Allows you access to the bulk tag printing action allowing you to configure printing by item no. process date account etc. what printer and format | Dashboard > activities > inventory > bulk tag printing. | |
| Buy/trade > Entry & Processing | Allows access to enter and process buy/trade items | Any account > left pane > "buy / trade" button. It must also be activated in setup > options > buy / trade options | |
| Buy/trade > Print Offer | Allows access to print buy / trade offers | Any account > left pane > "buy / trade" button. It must also be activated in setup > options > buy / trade options | |
| Buy/trade > Reject Offers | Allows access to reject buy / trade offers | Any account > left pane > "buy / trade" button. It must also be activated in setup > options > buy / trade options | |
| Buy/trade > Transfer | Allows access to transfer items from one account to another | Any account > left pane > "transfer items" button | |
| Categories > Attribute Types | Allows access to attribute types | Setup > categories > attribute types | |
| Categories > Category Editor | Allows access to the category editor, which accesses categories | Setup > categories > category editor | |
| Categories > Category Tag Types | Allows access to category tag types, which automate tag formats based on categories | Setup > categories > category tag types | |
| Categories > Product Lines | This security action allows access to product lines, which handle tax rates for categories | Setup > categories > product lines | |
| Edit Account Address Box | Allows access to the the account address box for each account | Any account > account information pane > "address" field | |
| Edit Item Description Lookups | Allows access to edit the "f2 - lookup" feature when entering descriptions for items | Any account > add inventory > description > "f2" key on keyboard | |
| Edit Item Images (add, Delete, Modify) | Allows access to edit, delete, or add images in the item entry window | Any account > add inventory > right pane including image tiles | |
| Inventory > Add Items | Allows access to adding items into accounts | Any account > "add inventory" button | |
| Inventory > Adjust Item Quantity | Allows access to adjust the quantity for items already entered | Any account > right-click on any item > adjust item quantity | |
| Inventory > Change Inventory Disposition Filter | Allows access to change how the disposition window displays items | Any account > disposition tab > "filter" field on the middle-top portion of the window | |
| Inventory > Change Inventory Filter | Allows access to change how the inventory page displays items | Any account > inventory tab > "filter" field on the middle-top portion of the window | |
| Inventory > Consign Existing Items | Allows access to change the status of "purchased" items to "consigned" items | Any account > inventory tab > right-click on any item > "consign item" option | |
| Inventory > Copy | Allows access to copy existing items | Any account > inventory tab > right-click on any item > "copy items" option | |
| Inventory > Copy > Edit Cost | Allows access to copy and edit the cost associated to existing items | Any account > inventory tab > right-click on any item > "copy items" option > "cost" field | |
| Inventory > Delete Items | Allows access to delete existing items in the inventory tab | Any account > inventory tab > left-click on any item to highlight it > top-right "delete" button | |
| Inventory > Open Item Editor | Allows access to modify existing items | Any account > inventory tab > double-click items; or right-click items and "edit this item..." button | |
| Inventory > Purchase Consigned Items | Allows access to make existing consigned items to purchased items | Any account > inventory tab > right-click any item > "purchase item" option | |
| Inventory > Quick Copy | Allows access to quickly copy existing items and paste them in any account | Any account > inventory tab > right-click any item > "quick copy" option | |
| Inventory > Show Details | Allows access to show the details of existing items in any account | Any account > inventory tab > right-click on any item > "show details..." option | |
| Inventory > Transfer | Allows access to transfer existing items from the inventory tab | Any account > inventory tab > right-click on any item > "transfer items" option | |
| Inventory Dropoffs | Allows access to the inventory dropoff window | File > inventory dropoffs | |
| Item Lookup | Allows access to the item lookup window | Dashboard > "item lookup" button on the top | |
| Maintain > Charities | Allows access to modify, add, or remove charities in liberty | Setup > maintain > charities | |
| Maintain > Client User Fields | Allows access to modify, add, or remove client user fields - they are useful to customize how new accounts are created | Setup > maintain > client user fields | |
| Maintain > Dropoff Status | Allows access to modify, add, or remove dropoff status entries | Setup > maintain > dropoff status | |
| Maintain > Fee Frequencies | Allows a user to create and modify fee frequencies used in group deductions. | Setup>maintain>fee frequencies | |
| Maintain > Filter Codes | Allows filter codes used in accounts to be added and modified. | Setup>maintain>filter codes | |
| Maintain > Group Deductions | Allows a user to created and maintain group deduction settings that were saved, to be used later. | Setup>maintain>group deductions | |
| Maintain > Item Dispositions | Allows a user to create and modify additional item dispositions to use when posting items out. | Setup>maintain>item dispositions | |
| Maintain > Item User Fields | Allows a user to modify the names, orders, and stop on tab for user fields 1-5 use in item entry. | Setup>maintain>item user fields | |
| Maintain > Locations | Allows a user to create and modify locations for use in taxes and terminals. | Setup>maintain>locations | |
| Maintain > Payment Accounts | This security action allows a user to create and modify the payment accounts used in payouts. | Setup>maintain>payment accounts | |
| Maintain > Recurring Fee Types | Allows a user to create and modify the different recurring fee types for setting up recurring fees. | Setup>maintain>recurring fee types | |
| Maintain > Reminder Types | Allows a user to create and modify the reminder types for the reminders widget | Setup>maintain>reminder types | |
| Maintain > Sections | Allows a user to create and modify the different sections for the store section option in item entry | Setup>maintain>sections | |
| Maintain > Terminals | Allows a user to create and modify the different terminals, and their location, which can be assigned to each installation. | Setup>maintain>terminals | |
| Maintain > Transaction Types | This security action will allow the user to create and modify the different transaction types used in adjustments and deductions | Setup>maintain>transactions | |
| Maintain > Vendor User Fields | Allows a user to modify the names, orders, and stop on tab for user fields 1-15 used in item entry for vendor items | Setup>maintain>vendor user fields | |
| Maintain > Zip Codes | Allows a user to create and modify the zip codes used in the system | Setup>maintain>zip codes | |
| Options > Account Defaults | Allows access to change the options that all account will open with | Dashboard > setup > options > account defaults | |
| Options > Appearance | Allows access to change what is readily accessible when loading the inventory module | Dashboard > setup > options > appearances | |
| Options > Backup | Allows access to change what backup directory your automatic backups will be recorded in | Dashboard > setup > options > backup | |
| Options > Buy / Trade Options | Allows access to the buy trade options this will allow you to configure how the buy trade options will work in liberty | Dashboard > setup > options > buy/trade options | |
| Options > Category Options | Allows access to the category setup options used for changing category levels and branches | Dashboard > setup > options > category options | |
| Options > Email Settings | Allows access to the email setup options. wher eyou can change the ipaddress the parent | Dashboard > setup > options > email settings | |
| Options > Headers & Footers | Allows access to changing the headers and footers of documents that are built into liberty | Dashboard > setup > options > headers & footers | |
| Options > Image Options | Allows access to the setup options for images associated with items in liberty | Dashboard > setup > options > image options | |
| Options > Item Entry Options | Allows access to item entry options is the setup menu | Dashboard > setup > options > item entry options. | |
| Options > Item List | Allows access to changing the options for the item list defaults | Dashboard > setup > options >item list. | |
| Options > Payout | Allows access to changing default payout options | Dashboard > setup > options > payouts | |
| Options > Printing | Allows access to changing the default options for printing. allowing the selection of different printer types for different functions. | Dashboard > setup > options > printing | |
| Options > Resaleworld Registration | This security action allows access to changing the resale rewards registration this section contains account and validation section for resale rewards. | Dashboard > setup > options > resale rewards registration | |
| Options > Selected Tag Styles | Allows access to change the default options for selecting what tags your company utilizes. | Dashboard > setup > options > selected tag formats | |
| Options > Store Info | Allows access to change information about the store. | Dashboard > security > options > store info | |
| Post Items | Allows access to post an item out of inventory in an account. such as sold , stolen, donated, or returned. | Any account > highlight item, right-click for menu | |
| ResaleWallet Setup | Allows access to the ResaleWallet Setup in Options | Setup > options… > resalewallet | |
| Process Resale Wallet Payout | Allows access to post resale wallet payouts | Any account > pay client > select account type ACH ResaleWallet | |
| Security > Maintain Roles | Allows you to create and remove different security roles manager cashier level 1 level 2 ect | Dashboard > setup > security > maintain security roles | |
| Security > Maintain Security Options | Allows you to access and make changes to the security actions. this allows you to assign the roles a security action | Dashboard > setup > security > maintain security action | |
| Security > Maintain Users | Allows you to access and create users for the liberty application | Dashboard > setup > security > maintain users | |
| Security > View Event Log | Allows access to the email setup options for smtp settings using your email platform | Dashboard > setup > security> event log | |
| Select Terminal | Allows you to change the software from one terminal location to another | Dashboard > setup > terminal | |
| Setup > Consignor Contract Template | Allows access to create consignor contract templates a built in word document editor | Dashboard > setup > consignor contract template | |
| Setup > Message Of The Day Setup | Allows access to the message of the day widget specific to the inventory module | Dashboard > setup > message of the day | |
| Setup > Options | Allows you access to the default options menu | Dashboard > setup > options | |
| Setup > Price Codes | This security action allows you access to the price codes that the store uses for inventory this determine what amount of split gets associated to what item or account. | Dashboard > setup > price codes | |
| Setup > Pricing Guide | Allows you access to set up and change the pricing guide for the items in the store. | Dashboard > setup > pricing guide | |
| Setup > Taxes | Allows you access to change how the software calculates taxes on sales | Dashboard > setup > taxes | |
| Setup > Widgets Setup | Allows you access to set up and change the dashboard info windows or widgets | Dashboard > setup > widgets | |
| Vendor Accounts > Add Vendor | Allows you to create vendor accounts | Dashboard > vendor list button > add vendor | |
| Vendor Accounts > Deactivate Account | Allows access to deactivating vendor accounts | Dashboard > vendor list button > any vendor account > tasks button > maintenance > deactivate account | |
| Vendor Accounts > Delete Account | Allows access to deleting vendor accounts | Dashboard > vendor list button > any vendor account > tasks button > maintenance > delete account | |
| Vendor Accounts > Edit Vendor | This security action allows access to editing vendor account information | Dashboard > vendor list button > highlight any account > edit vendor button / double click any vendor account | |
| Vendor Accounts > Notes | Allows a user to click the notes button in vendor accounts, allowing notes to be viewed, created, and modified. | Vendor accounts>vendor>notes button | |
| Vendor Inventory > Add New Items | Allows a user to click the "add inventory" button in vendor accounts, allowing new items to be added to the vendor accounts. | Vendor accounts>vendor>add inventory button | |
| Vendor Inventory > Add Variant | Allows a user to click the "add variant" button when viewing inventory items in vendor accounts | Vendor accounts>vendor>inventory>add variant button | |
| Vendor Inventory > Create & Edit Sales | Allows a user to create, and modify the sales for vendor items in the vendor item entry screen | Vendor accounts> vendor>inventory>sales box/create sales button | |
| Vendor Inventory > Delete Item | Allows a user to click the delete button when an item is highlighted to delete it. | Any vendor account > highlight inventory > click delete button | |
| Vendor Inventory > Delete Variant | Allows a user to click the delete button when an item is highlighted to delete it. | Any vendor account > highlight inventory > click delete button | |
| Vendor Inventory > Open Item Editor | Allows a user to open items when in a vendor account | Vendor accounts>vendor>inventory item | |
| Vendor Inventory > Reallocate Inventory | Allows a user to click the button to reallocate inventory from one location to another. | Vendor accounts>vendor>inventory>reallocate inv. button | |
| Vendor Inventory > Receive | Allows a user to click the receive inv. button to receive inventory for vendor items. | Vendor accounts>vendor>inventory>receive inv. button | |
| Vendor Inventory > Transfer | Allows a user to click the transfer inv. button to transfer inventory from one vendor to another vendor account. | Vendor accounts>vendor>transfer inv. button | |
| Vendor List | Allows a user to open the vendor list and view all vendors. | Vendor accounts | |
| Inventory Module - Print Item List (override Defaults) | |||
| Available Items Only | Allows access to adjusting this field in the print item list option for available items only | Any account > print item list > select only available option | |
| Message | Allows access to creating messages in the print item list options | Any account > print item list > message | |
| Select Report | Allows access to the select report drop-down | Any account > print item list > select report drop-down | |
| Set New Default Report | Allows access to select as default option | Any account > print item list > select report drop-down > default report checkbox | |
| Show Cost | Allows access to the select show cost check boxx | Any account > print item list > show cost checkbox | |
| Show Description | Allows access to the show description check box | Any account > print item list > show description check box | |
| Show Items Past Expiration | Allows access to the show item past expiration check box | Any account > print item list > show item past expiration check box | |
| Show Original Price | Allows access to the show original price check box | Any account > print item list > show original price | |
| Show Pickup Date | Allows access to the pickup date check box | Any account > print item list > pick up date check box | |
| Show Totals | Allows access to the show totals check box | Any account > print item list > show totals check box | |
| Point Of Sale | |||
| Account Notes | Allows access to account notes when attaching customers to a new sale | POS > new sale > customer > select customer > top-right "notes" button | |
| Add Account Notes | Allows access to add notes to an account | POS > new sale > customer > select customer > top-right "notes" button > "add" button | |
| Add Accounts | Allows access to add accounts through POS | POS > new sale > customer > "add account" button | |
| Add Item | Allows access to enter items through POS | POS > new sale > "add item" button on the right pane | |
| Cash Drawer Totals | Allows access to display how much cash the terminal's cash drawer contains | POS > more > "cash drawer totals" button | |
| Cash Drawer Totals > Reset Totals | Allows access to reset totals for a terminal's cash drawer | POS > more > "cash drawer totals" button > "reset totals" button | |
| Cash Drawer Totals > Select Terminal | Allows access to switching terminals to display cash drawer totals | POS > more > "cash drawer totals" button > "terminal" dropdown | |
| Change Post | Allows access to change the posting mode of a new sale - change post allows for manual changes to item prices | POS > new sale > "change post" button on the right pane | |
| Change Post > Edit Net | Allows access to change an item's cost/net to consignor through change post | POS > new sale > right-click on items rung up > "change post" option > "cost/net" field | |
| Change Salesperson | Allows access to change the salesperson logged into the POS | POS > new sale > "change salesperson" button on the right pane | |
| Coupons | Allows access to utilize coupons to discount sales in the POS | POS > new sale > "coupons" button | |
| Delivery | Allows access to attaching delivery fees to a sale | POS > new sale > "fee" button > "delivery" button | |
| Edit Account Names | Allows access to edit account names through the POS | POS > new sale > "customer" button > select customer > "edit" button on the top-right portion of the window | |
| Hub Button Setup | Allows to modify the layout of buttons in the POS home screen | POS > "more..." button > "hub button setup" | |
| Layaway > Cancel | Allows to cancel layaways | POS > layaway lookup > "cancel layaway" button on the bottom-left corner | |
| Layaway > Remove Items | Allows to remove items from a layaway | POS > layaway lookup > select a layaway > right-click on listed items to remove them | |
| Layaways > Create & Lookup | This security action allows access to the create and lookup features of layaway | POS > layaway lookup / POS > new sale > layaway | |
| Maintain Category Discounts | Allows you to access the categories discount options these can be added edited or deleted from here | POS > more > category discounts | |
| Maintain Coupons | Allows you to access the coupons options - coupons can be created edited, or deleted here. | POS > more > coupons | |
| Maintain Fee Types | This security actions allows you to access the fee types options - fee types can be created edited, or deleted from here. | POS > more > fee types | |
| Maintain Payment Types | Allows you to access the payment types options - payment types can be created edited or deleted here | POS > more > payment types | |
| Maintain Product Lookups | This security action allows you to access the product lookups - plus can be created and deleted for groups of items | POS > more > product lookups(plus) | |
| Maintain Promotions | Allows you to access the promotions options. - promotions can be created edited and deleted here | POS > more > promotions | |
| Maintain Receipt Headers | Allows you to what information apeasd on teyou recepit printer. | Dashboard > setup> headers and footers > receipt header | |
| Maintain Rewards | Allows you to access the rewards options - different from resale rewards allows you to create edit or delete rewards as well as what action points can be redeemed | POS > more > rewards | |
| Negative Fees | Allows access to enter negative amounts for fees | POS > "fee" button > select any fee button > enter a negative amount | |
| No Sale / Open Cash Drawer | Allows access to opening the cash drawer without ringing up a sale | POS > no sale open cash drawer | |
| Pay Client | Allows access to the pay client operation | POS > more > pay client | |
| Payment Advance | Allows access to payment advances | POS > more > payment advance | |
| Refund Items | Allows access to refunding sale | POS > new sale > refund button | |
| Reprint Receipt | Allows access to reprint a receipt | POS > reprint receipts | |
| Reprint Receipt > Adjust Date Range | Allows access to adjust the date range to look for a receipt | POS > reprint receipts | |
| Resale Rewards - Add Transaction | Allows access to adding a transaction to a resale rewards sale | POS > more > rewards summary | |
| Resale Rewards - Bypass Code | Allows access to apply a bypass code to your resale reward sale | POS > more > rewards summary | |
| Sale Post | Allows access to change the sale mode of a current sale in the POS | POS > new sale > "sale post (f4)" button on the right pane | |
| Sale Post > Set Calculate Net Mode | Allows access to define an item's cost/net to be calculated based on its original price or current price | POS > new sale > "sale post (f4)" button on the right pane > "calculate net on original price" yes or no options | |
| Sale Post > Set Discount | Allows access to set a discount percentage on the entire sale | POS > new sale > "sale post (f4)" button on the right pane > "discount percent" field | |
| Sale Post > Set Override Preset Net Mode | Allows access to override the cost/net that was originally set for an item at item entry | POS > new sale > "sale post (f4)" button on the right pane > "override preset nets" yes or no options | |
| Sale Post > Set Price Calculation Mode | Allows access to calculate discounts on the item's original price vs. its current price | POS > new sale > "sale post (f4)" button on the right pane > "calculate sale price on original price" yes or no options | |
| Set Posting Date | Allows access to set a specific date for sales in the POS | POS > new sale > "more" button > "set posting date" button > select a date | |
| Setup | This security action allows access to the setup options for the POS | POS > more > setup | |
| Setup > Add Item Defaults | Allows access to add item default options | POS > more > setup > add item defaults | |
| Setup > Credit Card Processor | Allows access to the credit card processor options | POS > more > setup > credit card processor | |
| Setup > General | Allows access to the general options | POS > more > setup > general | |
| Setup > Layaways | Allows access to the layaway options | POS > more > setup > layaway | |
| Setup > Payouts | This security action allows access to the payouts options | POS > more > setup > payouts | |
| Setup > Pole Display | Allows access to the pole display | POS > more > setup > pole display | |
| Setup > Posting Defaults | Allows access to the posting defaults options | POS > more > setup > posting defaults | |
| Setup > Print Options | This security actions allows access to the print options | POS > more > setup > print options | |
| Setup > Resale Rewards | Allows access to the resale rewards options | POS > more > setup > resale rewards | |
| Setup > Store Credit | Allows access to the store credit options | POS > more > setup > store credit | |
| Suspend Sales | Allows access to the suspend sales action | POS > new sale > add any item > suspend sale button | |
| Tax Exempt Sale | Allows access to the tax exempt sale options | POS > new sale > tax exempt button | |
| Terminal Summary | Allows access to the terminal summary button - viewing info on this panel | POS > more > terminal summary | |
| Terminal Summary > Select Date | Allows access to the terminal summary button - options for selecting date | POS > more > terminal summary | |
| Terminal Summary > Select Terminal | Allows access to the terminal summary button - changing the terminal | POS > more > terminal summary | |
| Void Sale | This security action allows access to the void sale button | POS > more > void sale | |
| Listing Manager | |||
| Activities > Change Order Status | Allows a user to change the order status of a web order. | Listing manager>activities>change order status | |
| Activities > End Listings | Allows a user to open the end listings menu to find and end listings. | Listing manager>activities>end listings | |
| Activities > Pending Orders | Allows a user to access a list of all pending orders. | Listing manager>activities>pending orders | |
| Activities > Print Invoices | This security action allows a user to bulk print invoices, and even change the order status at the same time, and print "gift" invoices for them as well. | Listing manager>activities>print invoices | |
| Activities > Resync Listings | Allows a user to resync listings in bulk. | Listing manager>activities>resync listings | |
| Add Accounts | |||
| Change Item Locations | Allows a user to change the location for an item from listing manager. | Listing manager>activities>change item location | |
| Listings > Add Listing | Allows a user to add a listing using the add listing button | Listing manager>add listing button | |
| Listings > Add Retail Listing | Allows a user to add a retail listing using the add retail listing button | Listing manager>add retail listing button | |
| Listings > Duplicate Listing | Allows a user to duplicate a listing, when viewing the listings in listing manager. | Listing manager>duplicate listing button | |
| Listings > Edit Allow Best Offer | Allows a user to toggle the "allow "best offer" option for ebay listings. | Listing manager>listing>e bay info.>allow "best offer" check mark | |
| Listings > Edit Best Offer Decline Below | Allows a user to change the "best offer decline below" number in e bay listings. | Listing manager>listing>e bay info.>best offer decline below field | |
| Listings > Edit Html Template | Allows a user to choose a template from the html template dropdown for a listing. | Listing manager>listing>item info.>html template | |
| Listings > Edit Listings | Allows a user to edit listings, without it they can not even open up a listing to view it. | Listing manager>listings>edit listing button | |
| Listings > Edit Premium E Bay Options | |||
| Listings > Edit Subtitle | Allows a user to change the subtitle section of a listing in the item info. tab. | Listing manager>listings>item info.> subtitle | |
| Listings > End Listing | Allows a user to end listings in listing manager. | Listing manager>listings>end listing button | |
| Listings > List Now (from Not Ready Tab) | Allows a user to list items from the not ready tab. | Listing manager>listings>not ready | |
| Listings > Relist Items | Allows a user to relist items that were closed out. | Listing manager>relist items button | |
| Listings > View Listings Tab | This security action causes the listings tab to appear in listing manager. | Listing manger>listings tab | |
| Options > E Bay Accounts | Allows access to e bay accounts section in options | Listing manager>settings>options | |
| Options > E Bay Options | Allows access to e bay options in the options menu. | Listing manager>settings>options | |
| Options > E Bay Template Data | Allows access to e bay template data in the options menu. | Listing manager>settings>options | |
| Options > General | Allows access to the general section in the options menu. | Listing manager>settings>options | |
| Options > Invoice Settings | Allows access to invoice settings in the options menu. | Listing manager>settings>options | |
| Options > Marketplace Options | Allows access to marketplace options in the options menu. | Listing manager>settings>options | |
| Options > Resaleworld Registration | Allows access to resaleworld registration in the options menu. | Listing manager>settings>options | |
| Options > Storefront Settings | Allows access to storefront settings in the options menu. | Listing manager>settings>options | |
| Order Details > Import | |||
| Orders > Cancel Order | Allows users to cancel orders, using the cancel order button on listing manager. | Listing manager>orders>cancel order button | |
| Orders > Create New Order | Allows users to create new orders with the create order button. | Listing manager>orders>create order button | |
| Orders > Edit Net To Cons. | Allows a user to set a net to consignor in the order when looking at an item. | Listing manager>orders>order>item>net to consign. field. | |
| Orders > Import Tracking Data | Allows access to automatically create accounts from customers who purchase online items | Listing manager > settings > | |
| Orders > Manage Fulfillment Detail | Allows a user to modify the fulfillment detail section of an order. | Listing manager>orders>order>fulfillment | |
| Orders > Mark As Complete | Allows a user to mark an order as complete in the dropdown menu in order details, allowing it to be paid out to the consignor. | Listing manager>orders>order>status>complete | |
| Orders > Mark As Shipped | Allows a user to mark an order as shipped in the order details dropdown menu. | Listing manager>orders>order>status>shipped | |
| Orders > Mark Complete Checkbox | Allows a user to mark an order as complete using the checkbox in the order info, allowing it to be paid out to the consignor. | Listing manager>orders>order>mark as complete checkbox | |
| Orders > Refund An Order | Allows a user to create a new order refunding a previous order. | Listing manager>activities>refund order... | |
| Orders > View Order Details | Allows a user to view the details for an order. | Listing manager>orders>order | |
| Orders > View Orders Tab | Allows a user to view the orders tab. | Listing manager>orders tab | |
| Orders List > Change Order Status | Allows a user to mark an order as shipped. | Listing manager>orders>right click order>change order status>shipped | |
| Pending Orders > Make Item Available | Allows a user to take an item that is in a pending order, and make it available again. | Listing manager>activities>pending orders | |
| Settings > Options | Allows a user to access the options in settings. | Listing manager>settings>options | |
| Settings > Maintain Order Status List | Allows a user to access the order status window from settings. | Listing manager>settings>maintain order status | |
| Settings > Maintain Payment Mappings | Allows a user to access the payment mapping window from settings. | Listing manager>settings>maintain payment mapping | |
| Settings > Maintain Shipping Services | Allows a user to access the shipping services window from settings. | Listing manager>settings>maintain shipping services | |
| Setup > Maintain Delivery Routes | Allows a user to access the delivery routes window from settings. | Listing manager>settings>maintain delivery routes | |
| Setup > Maintain Delivery Times | Allows a user to access the delivery times window from settings. | Listing manager>settings>maintain delivery times | |
| Setup > Maintain Fulfillment Emails | Allows a user to access the fulfillment emails window from settings. | Listing manager>settings>maintain fulfillment emails | |
| Setup > Maintain Fulfillment List | Allows a user to access the fulfillment list window from settings. | Listing manager>settings>maintain fulfillment list | |
| Setup > Maintain Order Website List | Allows a user to access the order website list window from settings. | Listing manager>settings>maintain order website | |
| Setup > Maintain Pick Bins | Allows a user to access the pick bins window from settings. | Listing manager>settings>maintain pick bins | |
| Sync Errors | Allows a user to access the sync errors button | Listing manager>sync errors button | |
| Word Processor & Account Exports | |||
| Manage Saved Filters | Allows access to modify, add, or delete saved filters in csv import/export tool | Activities > accounts > csv import/export > "..." button on the right side of the "filter" field | |
| Word Processor | |||
| Add Letters | Allows access to add letters in word processor | Inventory module > word processor > "new" button | |
| Delete Letters | Allows access to delete existing letters in word processor | Inventory module > word processor > select a letter > "delete" button | |
| Edit Letters | Allows access to edit an existing letter in word processor | Inventory module > word processor > select a letter > "edit" button | |
| Email Letters | Allows access to email an existing letter in word processor | Inventory module > word processor > select a letter > file tab > "publish" option > "email letter" radio button | |
| Print Letters | Allows access to print an existing letter in word processor | Inventory module > word processor > select a letter > file tab > "publish" option > "print letter" radio button | |
| Inventory Module - Item Editor | |||
| Add New Attribute Values | Allows access to add new attribute values by pressing the f2 key on the keyboard | Item entry window > attributes section > press the f2 key on the keyboard for the current attribute | |
| Edit Category, Title, Attributes | Allows access to modify the category, title, and attributes fields in item entry | Item entry window > select category, title, or attributes fields | |
| Edit Cost/net | Allows access to modify the cost/net field that defines the consignor's split from the current item | Item entry window > "cost/net" field | |
| Edit Date Entered | Allows access to modify the "date entered" field for the current item in item entry | Item entry window > "date entered" field | |
| Edit Description | Allows access to modify the "description" field in item entry | Item entry window > "description" field | |
| Edit Isbn | Allows access to modify the "isbn" field in item entry | Item entry window > "isbn" field | |
| Edit Keywords | Allows access to modify "keywords" field in item entry | Item entry window > "keywords" field | |
| Edit Location & Section | Allows access to modify the "location" & "section" fields in item entry | Item entry window > "location" & "section" fields | |
| Edit Msrp | Allows access to modify the "msrp" field in item entry | Item entry window > "msrp" field | |
| Edit Price & Item Fee | Allows access to modify the "price" & "item fee" fields in item entry | Item entry window > "price" & "item fee" fields | |
| Edit Price Code | Allows access to modify the price code of a particular item | Item entry window > "price code" dropdown menu | |
| Edit Process Date | Allows access to modify the process date of a particular item | Item entry window > "process date" field | |
| Edit Purchase Method | Allows access to modify the method that describe how a particular item is entered - consigned or purchased | Item entry window > "purchase method" dropdown menu | |
| Edit Tag Color | Allows access to modify the tag color assigned to the item | Item entry window > "tag color" dropdown menu | |
| Edit Tag Count | Allows access to modify the amount of tags that come out when a particular item is printed | Item entry window > "tag count" field | |
| Edit Tax Type | Allows access to modify the tax type a particular item receives | Item entry window > "tax type" dropdown | |
| Edit User Fields | Allows access to modify the user fields created for item entry | Item entry window > "user field #" fields | |
| Edit Valuation | Allows access to modify a secondary market price | Item entry window > "valuation" field | |
| Edit Weight & Dimensions | Allows access to modify the "weight" & "dimensions" fields | Item entry window > "weight" & "dimensions" fields | |
| Modify Layout | Allows access to modify the field layout in item entry | Item entry window > right-click on any blank space > "edit layout..." option | |
| Inventory Module - Vendor Item Editor | |||
| Add New Attribute Values | Allows access to add new attribute values by pressing the f2 key on the keyboard | Vendor item entry window > attributes section > press the f2 key on the keyboard for the current attribute | |
| Edit Category, Title, Attributes | Allows access to modify the category, title, and attributes fields in item entry | Vendor item entry window > select category, title, or attributes fields | |
| Edit Date Entered | Allows access to modify the "date entered" field for the current item in item entry | Vendor item entry window > "date entered" field | |
| Edit Description | Allows access to modify the "description" field in item entry | Vendor item entry window > "description" field | |
| Edit Keyword | Allows access to modify "keywords" field in item entry | Vendor item entry window > "keywords" field | |
| Edit Msrp | Allows access to modify the "msrp" field in item entry | Vendor item entry window > "msrp" field | |
| Edit Price | Allows access to modify the "price" field in item entry | Vendor item entry window > "price" field | |
| Edit Reorder Fields | Allows access to modify the fields that regard reordering vendor items | Vendor item entry window > "reorder" field on the right-pane | |
| Edit Section | Allows access to modify the "store section" dropdown in item entry | Vendor item entry window > "store section" dropdown | |
| Edit Tax Type | Allows access to modify the tax type a particular item receives | Vendor item entry window > "tax type" dropdown | |
| Edit Upc, Sku, Prod. Code | Allows access to modify the "upc", "sku", and "prod. code" fields in item entry | Vendor item entry window > "upc", "sku", and "prod. code" fields in the right pane | |
| Edit Weight & Dimensions | Allows access to modify the "weight" & "dimensions" fields | Vendor item entry window > "weight" & "dimensions" fields | |
| Mark Discontinued | Allows access to check a particular to be discontinued | Vendor item entry window > "discontinued" checkbox next to the "category" field | |
| Modify Layout | Allows access to modify the field layout in item entry | Vendor item entry window > right-click on any blank space > "edit layout..." option or "edit layout" button beneath the attributes box | |
| Constant Contact Export | |||
| Configure Mappings | Allows a user to change the mappings between liberty and constant contact when exporting. | Constant contact>constant contact>configure mappings | |
| Constant Contact > Add New List | Allows a user to create a new list for constant contact list. | Constant contact>lists | |
| Constant Contact > Clear List | Allows a user to clear out the data on a constant contact list | Constant contact>lists | |
| Constant Contact > Delete List | Allows a user to delete a list from constant contact. | Constant contact>lists | |
| Constant Contact > Remove Contact | Allows a user to remove a contact form a constant contact list. | Constant contact>remove contact | |
| Disconnect Account | Allows a user to disconnect their Constant Contact account so they can activate another account. | Constant contact>constant contact>disconnect account | |
| Csv Import / Export | |||
| Export Accounts | Allows a user to access the export tab on the client import/export window | Activities>accounts>csv import export | |
| Import Accounts | Allows a user to access the import tab on the client import/export window | Activities>accounts>csv import export | |
| Select Export Fields | Allows a user to select what additional fields are exported. | Client import/export>export>select export fields | |
| Quickbooks Link | |||
| Qb Link Settings | Allows access to the quickbooks link settings options | Inventory module > "qblink" button on the top-right > file tab > "settings" option | |
| Reset Exported Records | Allows access to resetting the exports sent to quickbooks. | Inventory module > "qblink" button on the top-right > file tab > "history" option | |
| View Export History | Allows access to the quickbooks export history | Inventory module > "qblink" button on the top-right > file tab > "history" option | |
| Email Manager | |||
| Bulk Delete | Allows a user to delete all emails in email manager. | Email manager>bulk action>delete all | |
| Bulk Hold/unhold | Allows a user to hold/unhold all emails in email manager. | Email manager>bulk action>hold all/unhold all | |
| Bulk Resend | Allows a user to resend all emails in email manager. | Email manager>bulk action>resend all | |
| Report Module | |||
| Maintain Report Security | Allows a user to modify the report security in the reports module. | Reports>admin>report security | |
| Schedule Reports | Allows a user to use the run batch in reports. | Reports>file>run batch | |
| Liberty Mobile Apps | |||
| Accounts - Add New Account | This security action allows access to the add client action on the item entry app | Item entry app > store > folder icon (top right corner of the app) add client | |
| Accounts - Edit Account | This security action allows access to the edit client option on the item entry app | Item entry app > store > folder icon (top right corner of the app) edit client | |
| Accounts - View Notes | This security action allows access to the view notes option in the item entry app | Allows you to see what information appears at the top of the receipt. | |
| Accounts - View Payable Total | Allows access to the view payable totals on the item entry lite app / kiosk app | ||
| Accounts - View Transactions | This security action allows access to the view transactions on the item entry lite app and the kiosk app | ||
| Add Dropoffs | This security action allows access to adding drop offs on the mobile item entry app and the kiosk app | Login > Look Up or Add Account > New Drop Off | |
| Admin - Maintain Api Keys | Allows access to the api security keys menu option in liberty mobile admin | Dashboard > setup > liberty mobile admin > maintain | |
| Admin - Maintain Authorized Users | Allows access to the authorized users menu option in liberty mobile admin | Dashboard > setup > liberty mobile admin > maintain | |
| Admin - Maintain Client Access | Allows access to the client access options in the liberty mobile admin | Dashboard > setup > liberty mobile admin > maintain | |
| Admin - Maintain Devices | Allows access to the maintain devices options -right clicking the device allows access to a menu with several related actions. | Dashboard > setup > liberty mobile admin > authorized devices | |
| Admin - Start Liberty Mobile | Allows access to the ability to start liberty mobile admin | Dashboard > setup > liberty mobile admin > start button | |
| Admin - Stop Liberty Mobile | Allows access to the ability to stop liberty mobile admin | Dashboard > setup > liberty mobile admin > stop button | |
| Item List Email | Allows access to the email item list from the item entry app | Item entry app > any account > folder icon (top right-hand corner of app) email | |
| Items - Add Images | Allows access to attach images to items in the liberty mobile item entry app | Item entry app > any account > "view inventory" button > select an item > "menu" button on the top-right corner > "add image with camera" option or "add image from library" option | |
| Items - Add New Items | Allows access to add items to accounts on liberty mobile item entry app | Item entry app > any account > "add items" button | |
| Items - Copy Item | Allows access to copy existing items in inventory within the liberty mobile item entry app | Item entry app > any account > "view inventory" button > select an item > "menu" button on the top-right corner > "copy item" option | |
| Items - Delete Images | Allows access to delete images attached to existing items in liberty mobile item entry app | Item entry app > any account > "view inventory" button > select an item > "menu" button on the top-right corner > "delete item" option | |
| Items - Delete Item | Allows access to delete items using the liberty mobile item entry app | Item entry app > any account > 'view inventory" button > any item > "menu" button on the top-right corner > "delete item" option | |
| Items - Edit | Allows access to edit existing items in the liberty mobile item entry app | Item entry app > any account > "view inventory" button > select an item > "menu" button on the top-right corner > "edit item" option | |
| Items - Edit Images | Allows access to edit images of existing items in liberty mobile item entry app | Item entry app > any account > "view inventory" button > select an item > "menu" button on the top-right corner > "edit item" option > long-press any image | |
| Items - Extended Item Entry | Allows access to the "extended" tab in liberty mobile item entry app | Item entry app > any account > "add items" button > "extended" tab | |
| Items - Print Tags | Allows access to printing tags in the liberty item entry app | Item entry app > any account > any item > menu button > print tag | |
| Mobile Item Entry App | Allows access to the mobile item entry app | Item entry app > sign in (as one would in liberty react) | |
| Post Items | Allows access to post items in the mobile item entry app | Item entry app > sign in (as one would in liberty react) > menu button (folder button) > Post Items | |
| Sales Summary App | The security action allows access to the liberty mobile sales summary app | Log in to the downloaded liberty mobile sales summary app |
Next Article In Section
Click the following link to move to the next article in this section:
Setting Up Employee Access
Related Topics
Security Actions Searchable Index Changing the Password for a User Maintain Security Actions Maintain Security Options Maintain Security Roles Setting Up Employee Access Security Overview Setting up the Consignor Login App For Shopify Setting up email settings in Liberty Setting Up A Default Weight For New Items Within A Category