Configure
isisOne has a comprehensive Configuration screen that enables you control how things are done.
It is essential that you have control of how your team uses isisOne - so that they present a unified approach to your customers.
Centralised data means that your whole team are working with everything from the latest pricing information, to the same exchange rate information for foreign currency transactions
Consistent look
You can centrally control how all of your important documents look so that every formal contact you have with a prospect or customer reinforces your company image. Make sure that your whole team are producing consistent looking Quotations, Delivery Notes and Invoices.
Access rights
One of the great benefits of isisOne to any organisation, is the notion that all useful company information can be shared between your team - wherever they are. It's therefore recommended that all isisOne users are granted 'view' privileges for all parts of the software.
There are of course some very good reasons why you will want to limit certain functions, for instance you may decide to limit which users are permitted to create Sales Invoices.
isisOne has a comprehensive facility for granting and access rights to your users. For increased security, all Software access rights are mapped directly from SQL Server permissions.