A

Advanced Payments: Ability to use a payment which was classified as “advanced.”

Ascend Pay - Refunds: This permission is currently inactive as the feature is in development.

Ascend WebApp - Quote Companion App (Ascend Cloud): Ability for a User to access the Quote Companion App (Ascend Cloud) through Ascend HQ. If you'd like to learn more about the Quote Companion App, please check out our article, Ascend Cloud - Overview.

B

Backup Database: Ability to manually back up the database.

Bookkeeping - Ascend HQ: Ability to access Accounting Integrations in Ascend HQ > Integrations.

C

Cash to Deposit: Ability to manually Enter Cash to Deposit or perform Cash Reconciliation for a workstation.

Categories: Ability to manage categories, or to assign a product to a category.

Cloud Catalog - Add: Ability to add products to the database through the Cloud Catalog.

Commissions: Ability to assign a commission rate or spiff value to a product record.

Cost View - DBExplorer / Cloud Catalog: Ability to view cost information in the Database Explorer and Cloud Catalog tool.

Cost View - Sales Discount Window: Ability to view cost information in a transaction's Discount Calculator dialog box (keyboard F9).

Cost View - Trek Order Grids: Ability to view cost information in the Order Grids screen. 

• Note: To restrict the viewing of cost in the Sale and Work Order screens, disable the Products / Vendor Products - Edit permission.

Customer Groups - Add/Edit: Ability to fully manage Customer Groups and their memberships.

Customer Groups - Add/Remove Members From Customer Record: Ability to manage (from the Customer Editor) Customer Groups in which a customer is a member.

Customer Groups - View: Ability to view Customer Groups and their memberships.

Customers: Ability to manage customer information and records.

Customers Import/Export: Ability to Import / Export all customer records in Ascend. 

• Note: Please be careful importing customer data into Ascend. Specific formatting is required and imports cannot be undone. If you have questions about using this tool, please contact the Ascend Support team.

D

Database Explorer: Ability to access the Database Explorer screen (keyboard F4).

Deposits, Layaways, Rentals, Quotes and Work Orders: Ability to view, add, and edit the following transaction types:

• Deposits
• Layaways
• Rentals (the transaction created from a Reservation - this permission does not control the ability to manage Reservations)
• Quotes
• Work Orders

Desktop Cash Drawer: Ability to open the cash drawer outside of a transaction (keyboard F9).

Device Management: Ability to access and manage Device Registration Requests through Ascend HQ. 

Discounts - Manage Reasons: Ability to manage Options > Sales and Returns > Discounts > Reasons.

E

eCommerce Import: Ability to set up ecommerce Import in Options.

Employee Time Clock - Punch Out: Ability to punch out any user who is currently punched in. 

• Note: All employees are able to punch themselves out.

I

Import/Export Data: Ability to import/export data records, including:

• Vendor product records (a product's ordering information)
• In-store product records (a product's inventory information)
• Customer records (contact information)
• QuickBooks® General Ledger Summary files (accounting information for a specified date range)
• Product file for the inventory scanner
• Scan files for inventory reconciliation

Integration - Trek Bike / Parts Grids: Ability to access Trek Order Grids.

Inventory Adjustments

Use manual inventory adjustments to record when a product is removed from or added to inventory outside the standard practices of ordering, receiving, and selling product. Examples of inventory adjustments include product donations, shop use, and designating products for internal store use.

• Inventory Adjustment Types - Edit: Ability to edit the QuickBooks® account assigned to an inventory adjustment type (e.g. Donation, Shop-Use, Warranty Resolution, etc.). 
• Inventory Adjustment Types - View: Ability to view all inventory adjustments types currently in your system. 
• Inventory Adjustments - Add: Ability to Manually Create an Inventory Adjustment. 
• Inventory Adjustments - View: Ability to view inventory adjustments which were previously entered into the system. 

K

Kits: Ability to view, add, and Edit kits. 

• Note: Kits are used to sell multiple products under a single promotional price. Check out our article: Products - Create / Use Kit SKU (Discounting by Quantity Purchased) for more information.

L

Linking and Merging: Ability to manually Merge one database record into another record (e.g. duplicate records for a single product exist; one record must be manually merged into the other record), and to re-categorize products in mass using Link in DBEX.

Locations: Ability to manage store contact information. Note: This information is printed at the top of receipts. This information is automatically shared between locations.

M

Messages: Ability to manage items in the Messages pane When activated, this pane displays at the bottom of the Ascend Desktop. 

• Note: To activate the Messages pane: From the Ascend Desktop, select the View menu > Messages.

Multi-Store: Ability to access all functions which deal with integrating multiple locations.

Multi-Store - Remote Product Lookup Only: Ability to only view product quantities at another store location. Restricts access to all other multi-store functions.

Multi-Store - Transfers Check-in: Ability to check products which were received from another store location into inventory. Restricts access to all other multi-store functions.

Multi-Store - Transfers Check-Out: Ability to check products out of inventory for transfer to another store location. Restricts access to all other multi-store functions.

P

Payment Types: Ability to manage payment types which can be applied to transactions. Payment Type - Create a Custom Payment.

Payouts: Ability to manage payouts.

Products / Vendor Products - Add/Edit Master Data: Ability to manage information in the Master Data section of the Product Editor, which is shared between all store locations (e.g. Description, UPC, SKU, Category, Brand) and adding products from within the Cloud Catalog.

• Note: These permissions do not control the modification of product records by import of Microsoft® Excel spreadsheet. Use the Import/Export Data permission to manage user modification of product information using Microsoft® Excel spreadsheets.

Products / Vendor Products - Edit Local Data: Ability to manage information in the General or store tab of the Product Editor, which can be configured separately at each store location (e.g. MSRP, Commission, Min/Max).

• Note: These permissions do not control the modification of product records by import of Microsoft® Excel spreadsheet. Use the Import/Export Data permission to manage user modification of product information using Microsoft® Excel spreadsheets.

Products / Vendor Products - Edit Remote Data: Ability to manage store-specific information for other locations in the Multi-Store tab of the Product Editor (e.g. MSRP, Commission, Min/Max).

Products / Vendor Products - View Only: Ability to view (but not manage) an existing product record.

Promotion - Add / Edit: Ability to manage sales promotions.

Promotion - View: Ability to view sales promotions.

Purchase on Account - Edit Customer Eligibility: Ability to update customer account (Purchase on Account) status.

Purchase on Account - Manage Accounts: Ability to access and manage customer accounts (Purchase on Account).

Purchase on Account - View Accounts: Allows users to view, but not edit, customer account information such as account status, credit limit, credit remaining, outstanding transactions, etc. 

R

Reconcile Inventory: Allows users to reconcile inventory in Inventory Center.

Remove / Restore Data: Ability to remove or restore records stored in the database. Note: Users must have this permission in order to remove sales items from a transaction.

Reporting - Advanced Power BI: Allows users access to Ascend Lead Lists.

Reporting - Ascend HQ: Allows users to access the Ascend HQ Analytics Metrics reporting platform.

Reporting - Customer/Product Query Tools: Ability to create custom reports based on customer sales history and the product information stored in your system. Excellent tool for analyzing customer purchases for targeted advertising.

Reports: Ability to access ALL built-in reports in the Ascend Client.

Reports – Advanced SQL Query: Ability to run queries which edit data (queries which do not begin with SELECT).

• Note: This permission is NOT checked for any users or included in any user template lists. 
• Do not run queries which were not provided by Ascend Support. 
• Improperly written SQL commands can cause serious damage your system. Always run a backup before running any SQL query. Poorly executed SQL commands could damage your system.

Reports - Customers Transaction History - Ascend HQ: Ability to access the Customer Transaction History Report in Ascend HQ. This report gives retailers with multiple locations the ability to see a customer's history across all locations.

Reports - End of Day Only: Ability to access only built-in reports in the End of Day section.

Reports - Export: Ability to export report information.

Reports - Online Reports - All: This permission is currently inactive.

Reports – SQL Query: Ability to run custom SQL queries (custom reports AND built-in reports with an orange icon).

• Note: Do not run queries which were not provided by Ascend Support. 
• Improperly written SQL commands can cause serious damage your system. 
• Always run a backup before running any SQL query. Poorly executed SQL commands could damage your system.

Reprint Signature Receipt: Ability to reprint a customer’s signature receipt (Credit Card, Financing, etc.).

Reservations - Edit Remote Data: Ability to manage customer Reservations created at another location.

Reservations - Manage: Ability to add, edit, or remove customer Reservations.

Reservations - Manage Collections: Ability to add, edit, or remove reservation Collections.

Reservations - Manage Rates: Ability to add, edit, or remove Rental Rate Programs and Rental Items.

Reservations - Manage Resources: Ability to add, edit, or remove Rental Products and Rental Items.

Reservations - Override: Ability to adjust check in and check out dates and times on open Reservations.

Roles - Add / Edit

• Master Access to Role Management.
• Able to Access and Search for Roles.
• Able to Create and Edit All Roles.
• Able to Delete Roles.

Roles - View

• Able to Access and Search for Roles.
• Able to See Roles, but only with Read-Only access.
• Unable to Create or Edit Roles.
• Unable to Delete Roles.

S

Sales - Add: Ability create new Sales or Return transactions (keyboard F6 or F7).

• Note: The Deposits, Layaways, Quotes and Work Orders user permission is required to manage other transaction types.

Sales - Associate Special Orders: Ability to associate special orders to an existing order item.

Sales - Edit: Ability to manage Sales or Return transactions.

• Note: The Deposits, Layaways, Quotes and Work Orders user permission is required to manage other transaction types.

Sales - View: Ability to view previously created Sales or Return transactions.

• Note: The Deposits, Layaways, Quotes and Work Orders user permission is required to manage other transaction types.

Scheduler: Ability to access the Scheduler (Ascend’s basic calendar feature).

Serialization - Add: Ability to add product serial numbers.

Serialization - Edit: Ability to Edit product serial numbers. Note: Assign this permission to all mechanics.

Serialization - View: Ability to view (but not manage) serial numbers previously entered in the system. 

System Tools: Ability to access advanced system functions:

• Options.
• Technician Settings (setting the Technician schedule in the Service Center).
• Reconciling Inventory.
• Ascend HQ API Integrators Management.
• Database uploads to Ascend support.

T

Tax - Edit Base Tax Rates: Allows users to activate a new Sales Tax Rate or edit an existing Sales Tax Rate.

Taxation - Edit Customer Tax Exceptions: Allows users to configure Customer Tax Exceptions. These reasons can then be selected when a customer is granted a tax exception.

Tax - Sales Item Tax Override: Ability to override the default tax rate on items at the time of purchase.

Time Clock: Ability to manage time clock entries for ALL employees. Employees can access their own time clock report without this permission.

Trek Credit Card Application: This permission is currently inactive and does not apply to Citizens or Ascend Pay.
 

U

Update Ascend: Ability to install a new version of Ascend.

Users - Add / Edit

• Able to Add or Edit ANY User.
• Able to Activate Users at ANY location.
• Able to Assign roles.
• Unable to Remove/Hide or Restore ANY User.
• Unable to Assign ANY Permissions.
• Unable to Modify the Maximum Discount %.

Users - Add / Edit and Hide/Restore

• Able to Add or Edit ANY User.
• Able to Activate Users at ANY location.
• Able to Remove/Hide or Restore ANY User.
• Able to Assign roles.
• Unable to Assign ANY Permissions.
• Unable to Modify the Maximum Discount %.

Users - Add / Edit and Hide/Restore with Discounts

• Able to Add or Edit ANY User.
• Able to Activate Users at ANY location.
• Able to Remove/Hide or Restore ANY User.
• Able to Assign roles.
• Able to Modify the Maximum Discount %.
• Unable to Assign ANY Permissions.

Users - Add / Edit with Discounts

• Able to Add or Edit ANY User.
• Able to Activate Users at ANY location.
• Able to Assign roles.
• Able to Modify the Maximum Discount %
• Unable to Assign ANY Permissions.
• Unable to Remove or Restore ANY User.

Users - Create Local Users (multi-store retailers)

• Able to Add or edit Users but only at the location(s) they are an active user.
• Only able to Activate Users at the location(s) they themselves are active at.
• Unable to Remove or Restore Users.
• Unable to Modify the Maximum Discount %.
• Unable to Set any Permissions or Roles.

Users - Edit Local User Permissions (multi-store retailers)

• Able to Add or Edit Users but only at the location(s) they are an active user.
• Only able to Activate Users at the location(s) they themselves are active at.
• Unable to Remove or Restore Users.
• Unable to Modify the Maximum Discount %.
• Able to Change the Roles and Permissions of Users.
  • Unable to change or add the following permissions:
    • Users - Master Users
    • Users - Add / Edit
    • Users - Add / Edit with Discounts
    • Roles - Add / Edit

Users - Master User

• Master Access to User Management.
• Able to Add or Edit ANY User.
• Able to Activate Users at ANY location.
• Able to Remove or Restore ANY User.
• Able to Modify the Maximum Discount %.
• Able to Set all Roles and Permissions.

V

Vendor Orders: Ability to manage vendor orders (purchase orders). 

• Note: Users also need the Database Explorer permission to access orders to receive.

Vendor Updates: This permission is currently inactive. 

• Note: This permission does not control the ability to add and update products via spreadsheet - the Import/Export Data is required for this function.

Vendors: Ability to manage contact records for vendors.

Voids: Ability to remove integrated Chase and Ascend Pay Credit or Gift Card payments from a transaction.

• Note: Payments can only be removed the same day they were taken. Debit and non-integrated Credit card payments cannot be removed.

W

Warranty: This permission is currently inactive.

Work Order Scheduling Override: Ability override the maximum number of work orders scheduled for a single day. Note: This permission is only needed if you are not using time based work order scheduling.

Z

Zip Codes: Ability to manage the customer Zip Code list. Note: When a ZIP/Postal Code is entered in the Customer Editor, City is automatically entered.

HQ Permissions

HQ | Read ecommerce: Ascend HQ permission. Allows Integrator to request websale statuses and receive websale updates through Ascend ecommerce API webhooks.

HQ | Read Product: Ascend HQ permission. Allows Integrators to obtain inventory levels, prices, and receive updates through Ascend ecommerce API webhooks. 

HQ | Write ecommerce: Ascend HQ permission. Allows Integrator to send ecommerce sales directly to your Ascend app.

Setting Maximum Discount

Maximum Discount % (located under email address in User record)

Highest percentage an employee is allowed to manually discount a transaction. 

Note: By default, a discount percentage of 0% is assigned when a new user is added; the employee cannot apply any amount of discount to a transaction. Promotional discounts (e.g. sales promotions, Customer Group pricing) are automatically applied, regardless of an employee's Maximum Discount.

At 0%, an employee cannot discount a transaction at all.

At 100%, an employee can apply any discount amount to the transaction.

For multi-store retailers, you cannot set different Maximum Discount amounts per location, it is a User setting.

 

KB22-017