Security Setup

Security Setup

 

 

Once the application has been loaded on the pc, the security parameters can be set up by clicking:

 

 

TOOLS | SYSTEM SETUP | SECURITY SETUP

 

 

This will set up the tabs that will be used to define the security information. Before entering any information in the tabs, it is recommended that you complete the attached worksheet and review the security defaults set by the system to help define your security roles.

 

For the initial set up, it will only be necessary to complete step C1 and C2 of this section.

 

  1. Review System Defaults

 

The next step is to review the system functions and how they are organized into the default function groups. (Assigning the functions within the application will be addressed in Step C.) Follow the steps below to print out all the default function group name values and their corresponding system functions:

 

    1. Access the Assign Function Groups to Functions tab on the Security Setup screen.

    2. Click on the Assigned Function Group column header to alphabetically sort this column by the function group name values.

    3. Print this screen to view the default function group name values and their corresponding system functions.

    4. After reviewing this print out, determine what function group names would be necessary to meet your business needs. (Once the function group name values are determined, the system functions will be re-assigned at a later point in the process.)

 

Now that the job roles have been defined as a result of the work sheet and the function group names have been determined after reviewing the system default function groups and corresponding functions, you are now ready to proceed to Step C and enter the security information into the application.

 

 

 

  1. Enter Security Information

 

  1. Click on the Create Roles tab and edit the roles to match the job roles you determined on your work sheet.

      1. Do not delete the role named ‘Master’; the role name can be modified via the edit function if applicable.

  2. Enter the security level from the work sheet.

  3. Click on the Create Function Groups tab and edit the function group names to match the function group names you determined after reviewing the default function groups.

  4. Click on the Assign Function Groups to Functions tab and re-assign the system functions based on the new set of function group names. (See Assign Function Groups to Functions tab information below.)

  5. Click on the Assign Function Groups to Roles tab and assign each function group name to the various job roles.

 

 

Assign Function Groups to Functions tab:

When deleting/modifying a default function group name, the modified function group name will appear in the Assign Function Groups to Functions tab under the Available Function Groups column. The original default function group name will still appear under the Assigned Function Groups column until the assign task is performed.

 

  1. When a default function group name is modified, the original function group name must be re-assigned to the new function group name. Select a function with the original function group name from the table and select the new function group name from the Available Functions Groups column and click Assign. The new function group name for the selected function and all other functions associated with the original function group name will now replace the original function group name. When a function group name has been modified, the system automatically assigns all functions associated with original function group name to the new function group name without having to individually select and assign each function.

 

  1. If a default function group name is deleted, any function previously assigned to the deleted function group name will no longer have a function group name assigned and will now appear blank. Make sure all functions are assigned to a function group name!!

 

  1. If a function group name is changed or deleted, the change will be reflected in the Available Functions Group column, but will not be reflected in the Assigned Function Groups column until a function is assigned. Once any function is assigned, the system will update all values in the Assigned Function Groups column to reflect the function group name values that were removed or modified. A new function group name will not appear in the Assigned Function Groups column until the assigning task process is completed.