Group Sales provides flexible security at a User, User Group, and Site specific level.

Individual Users with a selected Security Level may be given access to specific sites in your circuit. Users with site access can be given permission to view and edit group sales for that site.

Users are assigned to a User Group. All Users in a User Group can be given viewing and editing permission for their own bookings, or editing permission for all group sales. Custom User Groups can be created if necessary and Users can be given permissions to carry out specific tasks (for example: you may choose for your Accounts Team to have the ability to Add Payments and Reverse Invoices in Group Sales).

Configuring User Groups

Configure a User Group with access to Group Sales and permissions to specific Group Sales tasks.

1. In Head Office, go to Maintenance > User Groups.
2. Enter the name of the User Group in the Description.
3. On the Report Group Rights tab, select Group Sales Reports as the report group available to the User Group.
4. On the Group Sales Security tab, select Users have Access to Vista Group Sales.
5. Select your User Group's security permissions from Bookings Security Level and Companies and Contacts Security Level.
6. Save.