We've got someone in-house learning BOI. I need to prevent him from doing any updates that will affect our LIVE company. I can give him full rights to the TEST company, but I know there are some changes, like setup or adding UDFs, that you make in Sage that affect all companies. THOSE are the areas I need to make sure he cannot modify.
I'm thinking if I don't give any rights to these modules below, we should be okay. Thoughts? Suggestions?
LIBRARY MASTER
GENERAL LEDGER
CUSTOMER RELATIONSHIP MANAGEMENT
BANK RECONCILIATION
CUSTOM OFFICE
His goal is to have a process in place outside the system that allows us to order materials, receive them in, create sales order for a customer and invoice them -- without anyone manually doing these steps in Sage. Thanks.