Security Type Master

Documentation Table of Contents

The security type master window is used to create security records that control the individual users access to company data. You can link a user to a specific security type which will control that users access to create, view, edit and delete records. In setting the security rules it is important to set the default setting first. For example, if the user will be allowed to create and view most screens then

Name

The name given to the security type.

Rules

The rules table will include all screens that have been given special security rules. Rules can be added, edited and deleted. Rules can also be moved up or down in the list of rules. If two rules overlap, the last rule takes priority.

Add

To create a new rule click on the "Add" button at the bottom of the window. When adding rules it is important to set the default setting first. For example, if the user will be allowed to create and view most screens then, from the drop down menu, set the screen "All" with the create and view rule turned on. Once you have set your defaults for the security type, you can set specific rules screen by screen. There are four rules that may be defined for screens.

• View

  Toggle on or off. Toggle on to allow the user to view a record in the screen.

• Create

  Toggle on or off. Toggle on to allow the user to create a record using the screen.

• Edit

  Toggle on or off. Toggle on to allow the user to edit a record using the screen.

• Delete

  - Toggle on or off. Toggle on to allow the user to delete a record using the screen.

Edit

Click on the "Edit" button to edit an existing security rule.

Delete

Click on the "Delete" button to delete an existing security rule.

Up

Click on the "Up" button to move an existing rule up in the hierarchy.

Down

Click on the "Down" button to move an existing rule down in the hierarchy.

Flags

The flags area defines if a user can change the default:

• CHANGE_CHEQUE_PRINTED

  Toggle on or off. Toggle on to allow the user to change the printed status of a cheque.

• CHANGE_EMPLOYEE

  Toggle on or off. Toggle on to allow the user to change the default employee.

• CHANGE_EXTRA_DATA

  Toggle on or off. Toggle on to allow the user to create new extra data types, delete data types or change the name of data types. A change to extra data types affects every record. For example, if you were collecting the contract number for each invoice deleting the extra data "Contract Number" would delete that data type, along with the values, for all invoices. This security flag does not prevent the user from viewing existing extra data or editing the data values.

• CHANGE_ITEM_COST

  Toggle on or off. Toggle on to allow the user to change the cost of an item in the item adjustment screen.

• CHANGE_STATION

  Toggle on or off. Toggle on to allow the user to change the default station.

• CHANGE_STORE

  Toggle on or off. Toggle on to allow the user to change the default store.

• CREDIT_HOLD_OVERRIDE

  Toggle on or off. Toggle on to allow the user to override the credit hold in the customer invoice screen.

• CREDIT_LIMIT_OVERRIDE

  Toggle on or off. Toggle on to allow the user to override the credit limit in the customer invoice screen.

• GLTX_CHANGE_DATE

  Toggle on or off. Toggle on to allow the user to change the date in transactions.

• ITEM_ADJUST_ACCOUNT

  Toggle on or off. Toggle on to allow the user to change the ledger account in an item adjustment.

• POST_PURCHASE_ORDERS

  Toggle on or off. Toggle on to allow the user to post a purchase order.

• RECEIVE_TRANSFERS

  Toggle on or off. Toggle on to allow a user to receive transfers. In order to receive any transfers at all this must be toggled on.

• RECEIVE_TRANSFERS_OTHERS

  Toggle on or off. Toggle on to allow a user to receive transfers for stores other than the store in which they are working.

Inactive?

Toggle on or off. Toggle off to set the security type to inactive. Toggle on to re-set the security type to active.

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