Vendor Form Letter Processing Security Settings

System Administrators must enable various security permissions to allow users access to areas of Vendor Form Letter Processing.

To give users access, follow the steps below:

  1. Navigate to Maintenance > new world ERP Suite > Security > Users.
  2. Select a user who needs access and click Permissions.
  3. In the Permission Type drop-down, select Non-Company Applications.
  4. Click Show Search located in the upper right of the screen.
  5. In the Component Name field, type FM Vendor.
  6. Click Search.
  7. Select the appropriate user access level for the components:
  • FM Vendor Mass Form Letter
  • FM Vendor Mass Form Letter Listing
  • FM Vendor Service Form Letter
  1. Click the red X which indicates no access to change it to the green check which grants the user access to that feature.
  2. Click Save to retain the settings.

The new permissions will take effect after the user has logged off and logged back on to the system.

See Also:

Setting Up Templates

Creating a Single Vendor Form Letter

Creating Vendor Form Letters in Mass

Form Letter History Tracking

Vendor Form Letter Processing Overview