FundTracker Security Settings

Transcription

1 FundTracker Security Settings

2 Contents SECURITY... 3 LOGIN... 3 ADDING A SECURITY LEVEL... 4 EDITING A SECURITY LEVEL... 4 DELETING A SECURITY LEVEL... 4 PERMISSIONS... 5 DEFINITIONS OF SECURITY FUNCTIONS... 6 USERS ADDING A USER DELETING A USER REPORTS SECURITY... 11

3 SECURITY You can define the users who can access the system. Each user is given a unique password that he/she must provide upon login to gain access. You also can grant each user a custom security level that restricts what program functions he/she can perform. Security must be enabled in the System tab of the System Setup form in order to force users accessing the system to supply a valid user name and password. To set up the security settings you need to go in to Systems, Security. If security is enabled, users will be presented with a login screen after starting the system. In order to gain access, they will have to enter a valid user name and password (which you define in the Security option on the System menu). The package is shipped with admin as the User ID and Password LOGIN Clicking on Cancel or pressing the Esc key will cancel the login and exit the program.

4 SECURITY LEVELS = The security level allows a user permissions to Functions. The Security Setup screen lets you create security levels to assign to users. ADDING A SECURITY LEVEL Click the Add button. Enter a name for the Security Level in the Security Level box and a description in the Description box. For each program function, check the permissions this security level will have. Click Save to save the security level. We suggest that you check the view, add, edit, and delete permission boxes, then select apply to all. This will give this security level all functionally for the whole system. Then go back and uncheck the permissions you do not want to give to that security level. If the security level has very few permissions, select the function to be granted permissions, then select the permissions granted to that security level for each function. EDITING A SECURITY LEVEL Click the Edit button and make any desired changes. Click Save to save your changes or Cancel to cancel your changes. DELETING A SECURITY LEVEL Click the Delete button to delete a security level.

5 PERMISSIONS View = the View permission will only allow the user to see the data in the Functions. Add = this permission will allow a user to Add data in the Functions. Edit = this permission will allow a user to Edit data in the specified Functions. Delete = this permission will allow a user to Delete date in the specified Functions The School Master Tabs can now be locked down separately. In the Security Setup window the first cell to fill in is the name of the Security level. A description of the level can be put in below the name. An example of a Security level would be Data Entry. This would be set up to only allow the Data Entry employee access to certain permissions in specific functions. i.e. Order Entry function with permissions to View, Add, Edit. Every Function must be edited. When you add a new Security level, you can set the permissions that are checked to apply to all. And then go to specific functions and edit them separately. After you have edited all of the functions click, Save.

6 DEFINITIONS OF SECURITY FUNCTIONS Accounts: (Schools/Accounts) Rights to the account master to the accounting interface. Auto-populate Prize school: (Orders/Prizes/Auto-populate) Rights to the ability to auto-populate schools Automatic prizes: (Orders/Prizes/Automatic Prizes) Rights to the ability to run Automatic Prizes. Barcode: (Labels/Print Labels) Rights to the ability to print barcode labels. Batch delete: Bill of lading master: (Orders/Bill of lading master) Rights to create a Bill of Lading with the master window. Bill of lading individual: (Orders/Bill of lading individual) Rights to create a Bill of Lading for on school. Bill of materials: (Inventory/Bill of materials) Rights to the ability to use the Bill of materials screen. Brochure: (Inventory/Brochure) Rights to the ability to use the Brochure Master. Brochure discounts: (Schools/Brochure Discounts) Rights to use the Brochure discounts screen. Brochure product ratios: Captions: (System/Captions) Rights to captions headings. Company location: (Inventory/Company locations) Rights to use the Company location master. Copy product discounts: (Schools/Copy Schools Discounts) Rights to use the copy schools discounts screen. Create new database: (File/Create new database) Rights to create a new database. Credit returns: (Orders/Credit Returns) Rights to use the Credit Returns screen. Credit terms: (Schools/Payment Terms) Rights to use the Payment Terms screen. Csr names: (Schools/CSR Names) Rights to use the CSR Names screen (To be used with Program Launcher) Customer group: (Schools/School Groups) Rights to use the School Groups Master. Customer master: No longer in use. Customer service: (Schools/Customer Service/Customer Service tickets) Rights to use the Customer Service Ticket Screen. Customer ship to: (Schools/Homeroom Master) Rights to use the Homeroom Master. Customer type: (Schools/School Type) Rights to use the School Type Screen. Delivery type: (Schools/Delivery Types) Rights to use the Delivery Types Master. Event type: (Schools/Event Types) Right to use the Event Types master.

7 Export accounts: (Schools/Export Accounts) Rights to arrange the accounts for export. Export credit returns: No longer in use. Export invoices: (Orders/Export Invoices) Rights to export invoices Export orders: (Orders/Remote Order Entry/ Export Data for Remote order entry) Rights to export for ROE Export pre-pack invoice: (Orders/Export Pre-Pack Invoice) Rights to export Pre-Pack Invoices. Export purchase orders: (Orders/Export Purchase Orders) Rights to export Purchase Orders. Export vouchers: (Orders/Vouchers Export) Rights to export Vouchers. Global updates: (Orders/Global Updates) Rights to use the Global Updates screen. Import items: (System/Import Products) Rights to import products into FundTracker SQL. Import old database: (System/Import Data from an old Database ) Rights to import data from an old database. Internet orders: (Orders/Internet Orders/ Import Orders Import) Rights to import internet orders. Invoice: (Orders/Invoicing) Rights to use the Invoicing Screen. Issue code: (Schools/Customer Service/Issue Codes) Rights to use the Issue Codes Master. Item discounts: (Schools/Product Discounts) Rights to use the Products discount Screen. Item group: (Inventory/Product Group) Rights to use the Product Group Master. Item group discount: (Schools/Product Group Discounts) Rights to use the Product Group Discounts screen. Item master: (Inventory/Product Master) Rights to use the Product Master. Item pricing: (Inventory/Product Pricing) Rights to use the Product Pricing Master. Item substitutions: Item type: (Inventory/Product Type) Rights to use the Product Type Master. Manufacturer: (Inventory/Manufacturer Master) Rights to use the Manufacturer Master New database: No longer in use. Open database: (File/Open Database) Rights to use the open database screen. Order entry: (Orders/Order Entry) Rights to use the Order Entry Screen. Override delivery date: Pack any pick ticket: (System/System setup/orderentry/pack any pick Ticket Orders/Packing) Rights to be able to scan any pick ticket or not when Pack any ticket is used.

8 Packing: (Orders/Packing) Rights to use the Packing Screen. Pallet verify: (Orders/Pallet Verify) Rights to use the Pallet Verify Screen. Physical inventory: (Inventory/Physical Inventory) Rights to use the Physical Inventory menus. Picking: (Orders/Picking) Rights to use the Picking Screen. Portable: (Scanners) Rights to use the Scanner Menus. Prize flyer: (Orders/Prizes/Prize Flyers) Rights to use the Prize Flyer Screen. Process: (Schools/Processes) Rights to use the Process Screen. Product group pricing: (Inventory/Product Group Pricing) Rights to use the Product Group Pricing Screen. Product type tax: (Inventory/Product Type Tax) Rights to use the Product Type Tax Screen. Program launch: (Schools/School Master/General Tab/Program Launch) Rights to use the Program Launch Screen. Purchase order: (Inventory/Purchase Orders) Rights to use the Purchase Order Screen. Purge: (System/ Purge ) Rights to use the purge functions. Remote packing export: (Orders/Remote Packing/Remote Packing Export) Rights to use the Remote Packing Export Screen. Report workbooks: (Reports/Report Workbooks) Rights to use the Report Workbooks Screen. Reports: (Reports/Standard Reports) Rights to use the Standard Reports function. Requisition: Salesperson: (Schools/Salespeople) Rights to use the Salespeople Master. Salesperson categories: (Schools/Sales People Categories) Rights to use the Sales People Categories Master. Scanned orders: (Orders/ Scanned Orders) Rights to use the Scanned Ordered Menus. School master brochures tab: (Schools/School Master/Brochure Tab) Rights to use the Brochure tab on the School Master. School master commission tab: (Schools/School Master/Commission Tab) Rights to use the Commissions tab on the School Master. School master contacts tab: (Schools/School Master/Contacts Tab) Rights to use the Contacts tab on the School Master. School master contracts tab: (Schools/School Master/Contracts Tab) Rights to use the Contracts tab on the School Master. School master delivery tab: (Schools/School Master/Delivery Tab) Rights to use the Delivery tab on the School Master.

9 School master files tab: (Schools/School Master/Files Tab) Rights to use the Files tab on the School Master. School master fulfillment tab: (Schools/School Master/Fulfillment Tab) Rights to use the Fulfillment tab on the School Master. School master general tab: (Schools/School Master/General Tab) Rights to use the General tab on the School Master. School master orders 1 tab: (Schools/School Master/Orders 1 Tab) Rights to use the Orders 1 tab on the School Master. School master orders 2 tab: (Schools/School Master/Orders 2 Tab) Rights to use the Orders 2 tab on the School Master. School masters pallet tab: (Schools/School Master/Pallet Tab) Rights to use the Pallet tab on the School Master. School master status tab: (Schools/School Master/Status Tab) Rights to use the Status tab on the School Master. School process: Security: (System/Security) Rights to use the Security Menus. Ship via: No longer in use. Shipping method: (Schools/Shipping Methods) Rights to use the Shipping Methods Master. Site location: (Inventory/Company Locations) Rights to use the Company Locations Master. Special events: (Schools/Special Events) Rights to use the Special Events Master. System setup: (System/System Setup) Rights to Use the System Setup Screen. Tax jurisdiction: (Schools/Tax Jurisdictions) Rights to use the Tax Jurisdictions Master. Transactions: (Inventory/Transactions) Rights to use the Transactions screen. Variance homerooms: (Schools/Variance Homerooms) Rights to use the Variance Homerooms Screen. Variance order entry: (Orders/Variance Order Entry) Rights to use the Variance Order Entry Screen. Vendors: (Inventory/Suppliers) Rights to use the Suppliers Master. Vouchers: (Orders/Vouchers) Rights to use the Vouchers screen. Warehouse location: (Inventory/Warehouse) Rights to use the Warehouse Master. Zones: (Schools/Zones) Rights to use the Zones Master

10 After setting up the Security Levels you can now set up the Users. USERS Users are employees that will be performing different functions in FundTracker. User Id = is the first entry. Users Id can be set up different ways. You can choose the user Id by the functions that they will perform or by the individual that will perform that function, or a combination of both. Password = is the second entry. This is the password that will be used to log in the User. Security Level = is the last entry. This is where you assign the security level that you had set up in the step before. The Security User screen lets you add and delete the users who have access to the system and assign them security levels. ADDING A USER To add a user, click the Add button. Type in the user ID and password in the respective boxes. Select the security level the user will have then click Save. If security is enabled in the System tab of System Setup, the user will have to enter the user ID and password you entered at the login prompt in order to access the program. You can setup all users and passwords and assign them the same admin security level. Then you go to the security level option and setup the security levels that are needed. You can then go back to the user screen and assign the security level for each user. When finished click, Save. DELETING A USER Click on the user in the list then click the Delete button to delete the user. You must have at least one user with the Admin user level.

11 REPORTS SECURITY The Reports Security Setup screen allows you to lock down report to users. Click on Edit, selcect the user level from the dropdown box, and select the reports that you wish for that User Level to use.