Security
Smart Send as an end user does not require special permissions as it is just another printer destination.
The Smart Send button added on the forms requires the security privilege
- ESS_EmailDocumentGenerate - Smart Send generate
The following roles have access to the privilege:
- Accountant
- Accounting manager
- Accounting supervisor
- Accounts payable centralized payments clerk
- Accounts payable clerk
- Accounts payable manager
- Accounts payable payments clerk
- Accounts receivable centralized payments clerk
- Accounts receivable clerk
- Accounts receivable manager
- Accounts receivable payments clerk
- Buying agent
- Chief financial officer
- Collections agent
- Collections manager
- Customer service representative
- Financial controller
- Production planner
- Project accountant
- Project assistant
- Project manager
- Project supervisor
- Purchasing agent
- Purchasing Agent - Public Sector
- Purchasing manager
- Retail service
- Retail store manager
- Sales clerk
- Sales manager
- Sales representative
- Shipping clerk
- Treasurer