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1040 - Change Access level to view or not view Non Owner Returns

  • Updated

This article demonstrates how to set the access levels of a login account to allow or deny permission to see returns created by other login accounts.

 

You will need to either:

Modify the “Access Non-Owner Returns” permission for that Access Level Group (This will affect all users that are assigned the Access Level), or

Create a new Access Level to assign to the Login ID that you wish to modify.

 

Modify the Existing Access Level Group

1. Log in to CrossLink 1040 as a user with Administrator Rights.

2. Select Setup > Login Accounts.

3. Locate the User you wish to edit and note the Access Level.

4. Click Access Levels.

5. In the Security level to modify list, click the dropdown and select the access level you noted in step 3.

6. Choose the permissions for the access level selected.

🖐 NOTE: Adding the Access Non-Owner Returns permission will allow the user to see returns created by others. Removing it will cause the user to only be able to see returns they created.

  • The Access to select box lists the permissions available to add to the access level.
  • The Access Included box lists the permissions currently included in the selected access level.
    • To add a permission to an Access Level: Select the desired permission in the Access to select box and click Add.
    • To remove a permission from an Access Level: Select the desired permission in the Access Included box and click Remove.
    • To add all permissions to an Access Level, click Add All.
    • To remove all permissions from an Access Level, click Remove All.

 

Create a new Access Level Group and assign it to the user:

1. Log in to CrossLink 1040 as a user with Administrator Rights.

2. Select Setup > Login Accounts.

3. Click Access Levels.

4. In the Security level to modify list, click the Add Level button.

5. Enter a name for the new level and click OK.

6. Choose the permissions for the access level selected.

  • Adding the Access Non-Owner Returns permission will allow the user to see returns created by others. Removing it will cause the user to only be able to see returns they created.
  • The Access to select box lists the permissions available to add to the access level.
  • The Access Included box lists the permissions currently included in the selected access level.
    • To add a permission to an Access Level: Select the desired permission in the Access to select box and click Add.
    • To remove a permission from an Access Level: Select the desired permission in the Access Included box and click Remove.
    • To add all permissions to an Access Level, click Add All.
    • To remove all permissions from an Access Level, click Remove All.
  • Once you have finished editing the permissions for the new level click OK.
  • Select the Login ID that you want to change the Access Level for and click the Edit button.
  • Click the Dropdown list next to Access Level and select the newly created Access Level.
  • Click OK.
  • Click Close.

 

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