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  • Key Features
  • Sales Order Entry
  • CRM
  • Accounts Receivable
  • Purchase Order
  • Accounts Payable
  • Management Dashboard
  • General Ledger
  • Report Generator
  • Budgeting
  • Fixed Assets
  • Banking
  • Point of Sale
  • Inventory Management
  • Manufacturing
  • Job Costing
  • System Manager
  • Role Based Security
  • Data Import/Export
  • Reporting
  • System Requirements
  • Integrated Shipping System
  • Credit Card Payment Processing
  • Video Tutorials
  • CVO Editions">CVO Editions
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Role Based Security

The security in Custom Vantage Office™ can be setup per user or based on roles, groups and policies. This provides a very powerful security model that covers every module in Stamp Shop Manager.

You can set permissions to control every form, report, control (fields), menu and dashboard panels throughout Custom Vantage Office™. You can also configure several other security options for each user.

Key Features  
User Roles to quickly setup new users    
    Prevent orders from being created for customers on credit hold    
    Prevent orders from being created for customers with overdue invoices    
    Prevent the sales price from being changed on orders    
    Prevent users from selling items below cost    
    Force purchase orders to be created for a minimum amount    
    Prohibit Control Accounts in the General Journal    
    User must change password on next login    
    Users cannot change password    
    Disable users    
    Enable grid configurations to be saved for each user    
    Prevent users from seeing other users time sheets    
    Ability to email a user their password if they forget it.    
    Associate a Sales Rep to a user    
    Set a default Store ID for each user    
    Set a default Warehouse for each user    
    Filter transactions on the search forms based on the default store    
    Only display inventory from the default warehouse    
    Default chart of accounts for each user    
    Account Templates to quickly configure the default accounts    
    Default Segments    
    Form Permissions provide Full Access, Edit, View/Add, Add, View Only or No Access options    
    Control Permissions provide Show, Hide, Disable and Bypass options    
    Control Groups    
    Report Permissions provide Print Preview, Default Printer, Direct Print or Hide options.    
    Menu Permissions provide a way to Disable or completely hide any menus.    
    Dashboard Panel Permissions provide Show or Hide options    
    Account Lockout Duration    
    Account Lockout Threshold    
    Log access and changes to preferences    
    Log adding, deleting or editing users    
    Log all login attempts    
    Log password changes    
    Log user lockouts    
    Enforce password history    
    Maximum password age    
    Minimum password length    
    Require password elements (lowercase, uppercase, numbers and special characters)    
    Remember user name when logging in.