IdealWare Online Users ManualGS7-03 GENERAL SYSTEM GUIDE SECURITY SYSTEM |
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│07/16/96 ***** SECURITY PROFILE MAINTENANCE ***** │ │ COMPANY: 01 - IDEALWARE BUILDING SUPPLIES │ │ │ │ 1 SECURITY PROFILE _____ │ │ │ │F1 TO TOGGLE TO EMPLOYEE CODE. CR TO CONTINUE. │ └────────────────────────────────────────────────────────────────────────────────┘ |
Enter a five character code.
When you enter a security profile that does not exist, the following prompt is displayed.
"Y" to add the new code.
"N" to cancel and return to the SECURITY PROFILE field.
When you add a new security profile code, the main system menu permissions are displayed.
MAIN SYSTEM MENU PERMISSIONS
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│Terminal: Tm6 IDEALWARE BUILDING SUPPLIES Date: 07/17/96│ │Config: std PASSWORD MAINTENANCE Time: 15:39:47│ │ SECURITY CODE: ADMIN │ │ │ │ ┌─Financial Systems──────────┠┌─Other Systems──────────────┠│ │ │ 1 Accounts Receivable │ │31 Payroll │ │ │ │ 2 Accounts Payable │ │32 Ideal Utilities │ │ │ │ 3 General Ledger │ │33 Basic Utilities │ │ │ └────────────────────────────┘ │34 EXIT To Login │ │ │ ┌─Inventory──────────────────┠└────────────────────────────┘ │ │ │11 Inventory Maintenance │ │ │ │12 Inventory Processing │ │ │ └────────────────────────────┘ │ │ ┌─Sales──────────────────────┠│ │ │21 Sales Processing │ │ │ └────────────────────────────┘ │ │ │ │ ** Enter Selection (F4 To End): ____ │ │ #+F6=SEL/DESEL, F6/F7=SEL/DESEL MENU, F8/F9=SEL/DESEL ALL, F10=COPY │ │ │ └────────────────────────────────────────────────────────────────────────────────┘ |
Setting up a security profile is simply a matter of selecting those menu items to which the profile permits access. Access to a menu item is indicated by an * beside its name. The following key strokes are used to select and deselect items on all menu permissions displays.
Select a new or deselect a previously selected menu item.
Select all displayed menu items.
Deselect all displayed menu items.
Select all menu items throughout the entire menu hierarchy.
Deselect all items throughout the entire menu hierarchy.
Copy the permissions from an existing profile.
In our example, we are creating a security profile for administrative users and calling that security profile ADMIN. We will define it to permit user access to the following program areas:
We will also define Security Actions in both program areas.
To grant access to these program areas by the ADMIN security profile, at the main system menu permissions display we would:
The main system menu permissions display should now look like this:
Example Main System Menu Permissions display:
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│Terminal: Tm6 IDEALWARE BUILDING SUPPLIES Date: 07/17/96│ │Config: std MAIN SYSTEM MENU Time: 16:35:55│ │ SECURITY CODE: ADMIN │ │ │ │ ┌─Financial Systems──────────┠┌─Other Systems──────────────┠│ │ │ 1 * Accounts Receivable │ │31 Payroll │ │ │ │ 2 * Accounts Payable │ │32 Ideal Utilities │ │ │ │ 3 General Ledger │ │33 Basic Utilities │ │ │ └────────────────────────────┘ │34 EXIT To Login │ │ │ ┌─Inventory──────────────────┠└────────────────────────────┘ │ │ │11 Inventory Maintenance │ │ │ │12 Inventory Processing │ │ │ └────────────────────────────┘ │ │ ┌─Sales──────────────────────┠│ │ │21 Sales Processing │ │ │ └────────────────────────────┘ │ │ │ │ ** Enter Selection (F4 To End): ____ │ │ #+F6=SEL/DESEL, F6/F7=SEL/DESEL MENU, F8/F9=SEL/DESEL ALL, F10=COPY │ │ │ └────────────────────────────────────────────────────────────────────────────────┘ |
When any user with the ADMIN security profile logs onto the system he or she will now see the Main System menu displaying only those items to which the profile permits access. The following display illustrates this:
Example Main System Menu (with example ADMIN security profile):
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│Terminal: Tm6 IDEALWARE BUILDING SUPPLIES Date: 07/17/96│ │Config: std MAIN SYSTEM MENU (MAIN) Time: 16:48:42│ │ │ │ │ │ │ │ ┌─Financial Systems────────────────────┠│ │ │ 1 Accounts Receivable │ │ │ │ 2 Accounts Payable │ │ │ └──────────────────────────────────────┘ │ │ │ │ │ │ │ │ │ │ │ │ ** Enter Selection (F4 To End): ____ │ │ │ └────────────────────────────────────────────────────────────────────────────────┘ |
To continue with our example. Although we have granted access by the ADMIN security profile to two of the main system program areas, we have not yet granted access to any specific programs within those areas. So that is what we must accomplish next.
At the main system menu permissions display: type "1" at the cursor and press [Enter] to open the accounts receivable menu.
ACCOUNTS RECEIVABLE MENU PERMISSIONS
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│Terminal: Tm6 IDEALWARE BUILDING SUPPLIES Date: 07/22/96│ │Config: std ACCOUNTS RECEIVABLE MENU (AR1) Time: 09:26:57│ │ SECURITY CODE: ADMN2 │ │ ┌─Payment Terms Code─────â”┌─Customer Master────────â”┌─Management Reports─────┠│ │ │ 1 Maintenance ││41 Maintenance ││71 Aged Trial Balance │ │ │ │ 2 Listing ││42 Code Conversion ││72 A/R Detail │ │ │ └────────────────────────┘│43 Conversion Report ││73 Credit Management │ │ │ ┌─Salesman Master────────â”│44 Master Report ││74 12 Month Statistics│ │ │ │11 Maintenance ││45 Code Listing │└────────────────────────┘ │ │ │12 Listing ││46 Master Forms │┌─Month End Processing───┠│ │ │13 Summary Report ││47 Mailing Labels ││80 Balancing Test │ │ │ │14 Detail Report │└────────────────────────┘│81 Interest Calc │ │ │ │15 Customer List │┌─Data Entry─────────────â”│82 Sales Summary │ │ │ └────────────────────────┘│51 Direct Billing ││83 Billing Summary │ │ │ ┌─Customer Sales Group───â”│52 Account Adjustments││84 Inv Summary - GP% │ │ │ │21 Maintenance ││53 Cash Receipts ││85 Adj Summary │ │ │ │22 Listing │└────────────────────────┘│86 Receipts Summary │ │ │ └────────────────────────┘┌─Inquiries──────────────â”│87 Aged Trial Balance │ │ │ ┌─Transaction Type───────â”│61 A/R Ledger ││88 Customer Stmts │ │ │ │31 Maintenance ││62 Sale Order ││89 A/R Detail │ │ │ └────────────────────────┘│63 Cheque History ││90 Month End Purge │ │ │ └────────────────────────┘└────────────────────────┘ │ │ ** Enter Selection (F4 To End): ____ │ │ #+F6=SEL/DESEL, F6/F7=SEL/DESEL MENU, F8/F9=SEL/DESEL ALL, F10=COPY │ │ │ └────────────────────────────────────────────────────────────────────────────────┘ |
Just as we did at the main system permissions menu, we must now select the items we wish to give access to. Let us define the ADMIN security profile to permit user access to all programs within the accounts receivable module, with the exception of Month End Purge. To do so, we would:
The accounts receivable menu permissions display should now look like this:
Example Accounts Receivable Menu Permissions display:
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│Terminal: Tm6 IDEALWARE BUILDING SUPPLIES Date: 07/22/96│ │Config: std ACCOUNTS RECEIVABLE MENU (AR1) Time: 09:21:31│ │ SECURITY CODE: ADMN2 │ │ ┌─Payment Terms Code─────â”┌─Customer Master────────â”┌─Management Reports─────┠│ │ │ 1 * Maintenance ││41 * Maintenance ││71 * Aged Trial Balance │ │ │ │ 2 * Listing ││42 * Code Conversion ││72 * A/R Detail │ │ │ └────────────────────────┘│43 * Conversion Report ││73 * Credit Management │ │ │ ┌─Salesman Master────────â”│44 * Master Report ││74 * 12 Month Statistics│ │ │ │11 * Maintenance ││45 * Code Listing │└────────────────────────┘ │ │ │12 * Listing ││46 * Master Forms │┌─Month End Processing───┠│ │ │13 * Summary Report ││47 * Mailing Labels ││80 * Balancing Test │ │ │ │14 * Detail Report │└────────────────────────┘│81 * Interest Calc │ │ │ │15 * Customer List │┌─Data Entry─────────────â”│82 * Sales Summary │ │ │ └────────────────────────┘│51 * Direct Billing ││83 * Billing Summary │ │ │ ┌─Customer Sales Group───â”│52 * Account Adjustments││84 * Inv Summary - GP% │ │ │ │21 * Maintenance ││53 * Cash Receipts ││85 * Adj Summary │ │ │ │22 * Listing │└────────────────────────┘│86 * Receipts Summary │ │ │ └────────────────────────┘┌─Inquiries──────────────â”│87 * Aged Trial Balance │ │ │ ┌─Transaction Type───────â”│61 * A/R Ledger ││88 * Customer Stmts │ │ │ │31 * Maintenance ││62 * Sale Order ││89 * A/R Detail │ │ │ └────────────────────────┘│63 * Cheque History ││90 Month End Purge │ │ │ └────────────────────────┘└────────────────────────┘ │ │ ** Enter Selection (F4 To End): ____ │ │ #+F6=SEL/DESEL, F6/F7=SEL/DESEL MENU, F8/F9=SEL/DESEL ALL, F10=COPY │ │ │ └────────────────────────────────────────────────────────────────────────────────┘ |
The ADMIN security profile now grants access to all programs within the accounts receivable module with the exception of Month End Purge. Press [F4] to return to the main system menu permissions display.
At the main system menu permissions display: type "2" at the cursor and press [Enter] to open the accounts payable menu.
ACCOUNTS PAYABLE PROCESSING MENU PERMISSIONS
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│Terminal: Tm6 IDEALWARE BUILDING SUPPLIES Date: 07/18/96│ │Config: std ACCOUNTS PAYABLE PROCESSING MENU (AP1) Time: 10:16:18│ │ SECURITY CODE: ADMIN │ │ │ │ ┌─Supplier Master────────â”┌─Invoice Processing─────â”┌─Other Menus────────────┠│ │ │ 1 Maintenance ││30 Invoice Posting ││60 Maintenance │ │ │ │ 2 Report ││31 Invoice Reversals ││61 Accr'd Payables │ │ │ │ 3 Code Listing ││32 Invoice Maintenance││62 Month End │ │ │ │ 4 Change/Combine │└────────────────────────┘└────────────────────────┘ │ │ └────────────────────────┘┌─Cheque Processing──────┠│ │ ┌─Supplier Ledger────────â”│40 Manual Posting │ │ │ │10 Inquiry ││41 Prelim Register │ │ │ │11 Report ││42 Print Cheques │ │ │ │12 Cash Requirements ││43 Cheque Formatting │ │ │ └────────────────────────┘└────────────────────────┘ │ │ ┌─Supplier History───────â”┌─Recurring Invoice──────┠│ │ │20 Inquiry ││50 Maintenance │ │ │ │21 Report ││51 Master Report │ │ │ └────────────────────────┘│52 Data Entry Report │ │ │ └────────────────────────┘ │ │ │ │ ** Enter Selection (F4 To End): ____ │ │ #+F6=SEL/DESEL, F6/F7=SEL/DESEL MENU, F8/F9=SEL/DESEL ALL, F10=COPY │ │ │ └────────────────────────────────────────────────────────────────────────────────┘ |
Just as we did at the accounts receivable permissions menu, we must now select the items we wish to give access to. Let us define the ADMIN security profile to permit user access to all programs within the accounts payable module with the exception of those programs involving cheque processing and Month End Purge.
As with accounts receivable previously, the easiest and quickest way to do this is simply to select all displayed items and then deselect those items which we want to exclude. To do so:
To deselect the cheque processing items:
Type "40" at the cursor and press [F6] to deselect Manual Posting.
Type "41" at the cursor and press [F6] to deselect Prelim Register.
Type "42" at the cursor and press [F6] to deselect Print Cheques.
Type "43" at the cursor and press [F6] to deselect Cheque Formatting.
The accounts payable menu permissions display should now look like this:
Example Accounts Payable Processing Menu Permissions display:
┌────────────────────────────────────────────────────────────────────────────────â”
│Terminal: Tm6 IDEALWARE BUILDING SUPPLIES Date: 07/18/96│ │Config: std ACCOUNTS PAYABLE PROCESSING MENU (AP1) Time: 10:46:58│ │ SECURITY CODE: ADMIN │ │ │ │ ┌─Supplier Master────────â”┌─Invoice Processing─────â”┌─Other Menus────────────┠│ │ │ 1 * Maintenance ││30 * Invoice Posting ││60 * Maintenance │ │ │ │ 2 * Report ││31 * Invoice Reversals ││61 * Accr'd Payables │ │ │ │ 3 * Code Listing ││32 * Invoice Maintenance││62 * Month End │ │ │ │ 4 * Change/Combine │└────────────────────────┘└────────────────────────┘ │ │ └────────────────────────┘┌─Cheque Processing──────┠│ │ ┌─Supplier Ledger────────â”│40 Manual Posting │ │ │ │10 * Inquiry ││41 Prelim Register │ │ │ │11 * Report ││42 Print Cheques │ │ │ │12 * Cash Requirements ││43 Cheque Formatting │ │ │ └────────────────────────┘└────────────────────────┘ │ │ ┌─Supplier History───────â”┌─Recurring Invoice──────┠│ │ │20 * Inquiry ││50 * Maintenance │ │ │ │21 * Report ││51 * Master Report │ │ │ └────────────────────────┘│52 * Data Entry Report │ │ │ └────────────────────────┘ │ │ │ │ ** Enter Selection (F4 To End): _________ │ │ #+F6=SEL/DESEL, F6/F7=SEL/DESEL MENU, F8/F9=SEL/DESEL ALL, F10=COPY │ │ │ └────────────────────────────────────────────────────────────────────────────────┘ |
Items 60 (Maintenance), 61 (Accr'd Payables) and 62 (Month End) of the Other Menus submenu each contain additional program items which we must also select.
At the accounts payable processing menu permissions display: type "60" at the cursor and press [Enter] to open the maintenance menu.
ACCOUNTS PAYABLE MAINTENANCE MENU PERMISSIONS
┌────────────────────────────────────────────────────────────────────────────────â”
│Terminal: Tm6 IDEALWARE BUILDING SUPPLIES Date: 07/18/96│ │Config: std ACCOUNTS PAYABLE MAINTENANCE MENU Time: 11:10:48│ │ SECURITY CODE: ADMIN │ │ │ │ ┌─Currency Code──────────────┠│ │ │ 1 Maintenance │ │ │ │ 2 Listing │ │ │ └────────────────────────────┘ │ │ ┌─Terms Code─────────────────┠│ │ │10 Maintenance │ │ │ │11 Listing │ │ │ └────────────────────────────┘ │ │ ┌─Rebate Code────────────────┠│ │ │20 Maintenance │ │ │ └────────────────────────────┘ │ │ ┌─Forms Printing─────────────┠│ │ │30 Supplier Forms │ │ │ │31 Invoice Forms │ │ │ │32 Cheque Forms │ │ │ └────────────────────────────┘ │ │ │ │ ** Enter Selection (F4 To End): _________ │ │ #+F6=SEL/DESEL, F6/F7=SEL/DESEL MENU, F8/F9=SEL/DESEL ALL, F10=COPY │ │ │ └────────────────────────────────────────────────────────────────────────────────┘ |
Press [F6] to select all items.
The accounts payable maintenance menu permissions display should now look like this:
Example Accounts Payable Maintenance Menu Permissions display:
┌────────────────────────────────────────────────────────────────────────────────â”
│Terminal: Tm6 IDEALWARE BUILDING SUPPLIES Date: 07/18/96│ │Config: std ACCOUNTS PAYABLE MAINTENANCE MENU Time: 11:14:15│ │ SECURITY CODE: ADMIN │ │ │ │ ┌─Currency Code──────────────┠│ │ │ 1 * Maintenance │ │ │ │ 2 * Listing │ │ │ └────────────────────────────┘ │ │ ┌─Terms Code─────────────────┠│ │ │10 * Maintenance │ │ │ │11 * Listing │ │ │ └────────────────────────────┘ │ │ ┌─Rebate Code────────────────┠│ │ │20 * Maintenance │ │ │ └────────────────────────────┘ │ │ ┌─Forms Printing─────────────┠│ │ │30 * Supplier Forms │ │ │ │31 * Invoice Forms │ │ │ │32 * Cheque Forms │ │ │ └────────────────────────────┘ │ │ │ │ ** Enter Selection (F4 To End): _________ │ │ #+F6=SEL/DESEL, F6/F7=SEL/DESEL MENU, F8/F9=SEL/DESEL ALL, F10=COPY │ │ │ └────────────────────────────────────────────────────────────────────────────────┘ |
Press [F4] to return to the accounts payable processing menu permissions display.
Repeat the procedure just completed for item 60 for items 61 (Accrued Payables menu) and item 62 (Month End menu) on the Other Menus submenu.
The accrued payables menu permissions display should now look like this:
Example Accrued Payables Menu Permissions display:
┌────────────────────────────────────────────────────────────────────────────────â”
│Terminal: Tm6 IDEALWARE BUILDING SUPPLIES Date: 07/18/96│ │Config: std ACCRUED PAYABLES MENU Time: 12:05:27│ │ SECURITY CODE: ADMIN │ │ │ │ ┌─Accrued Payables───────────┠│ │ │ 1 * Accrual Reversals │ │ │ │ 2 * Ledger Card │ │ │ │ 3 * Subledger Report │ │ │ │ 4 * History Report │ │ │ └────────────────────────────┘ │ │ │ │ │ │ │ │ ** Enter Selection (F4 To End): _________ │ │ #+F6=SEL/DESEL, F6/F7=SEL/DESEL MENU, F8/F9=SEL/DESEL ALL, F10=COPY │ │ │ └────────────────────────────────────────────────────────────────────────────────┘ |
For item 62 (Month End menu) let's grant access to all programs except Month End Purge.
At the accounts payable month end menu permissions display: Press [F6] to select all items. Then, type "16" and press [F6] to deselect Month End Purge.
The accounts payable month end menu permissions display should now look like this:
Example Accounts Payable Month End Menu Permissions display:
┌────────────────────────────────────────────────────────────────────────────────â”
│Terminal: Tm6 IDEALWARE BUILDING SUPPLIES Date: 07/18/96│ │Config: std ACCOUNTS PAYABLE MONTH-END MENU (AP2) Time: 12:07:58│ │ SECURITY CODE: ADMIN │ │ │ │ ┌─Cheque Reconciliation──────┠│ │ │ 1 * Enter Outstanding │ │ │ │ 2 * Outstanding Report │ │ │ │ 3 * Cashed Cheque Entry │ │ │ └────────────────────────────┘ │ │ ┌─Month-End Routine──────────┠│ │ │10 * System Balancing Test │ │ │ │11 * Division Summary │ │ │ │12 * Paid Invoice Summary │ │ │ │13 * GST Monthly Summary │ │ │ │14 * Supplier Ledger Report │ │ │ │15 * Aged Trial Balance │ │ │ │16 Month-End Purge │ │ │ └────────────────────────────┘ │ │ │ │ ** Enter Selection (F4 To End): _________ │ │ #+F6=SEL/DESEL, F6/F7=SEL/DESEL MENU, F8/F9=SEL/DESEL ALL, F10=COPY │ │ │ └────────────────────────────────────────────────────────────────────────────────┘ |
The example ADMIN security profile now grants access to all programs within the accounts payable module, except for the cheque processing programs and the Month End Purge program. At the accounts payable processing menu permissions display, press [F4] to return to the main system menu permissions display.
PROCEDURE - SETTING SECURITY ACTIONS
At the Main System menu permissions display: type "32" at the cursor and press [Enter] to open the Ideal Utilities menu. Then type "12" at the cursor and press [Enter] to open the Security Actions menu.
SECURITY ACTIONS PERMISSIONS SCREEN 1
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│Terminal: Tm6 IDEAL BUILDING SUPPLIES LTD. Date: 10/08/96│ │Config: std SECURITY ACTIONS MENU Time: 15:43:30│ │ SECURITY CODE: ADMIN │ │ ┌─Security Actions─────────────────────────────────────────┠│ │ │ 1 (8900/Auto) Show Costs In Product Inquiry │ │ │ │ 2 (8901/Auto) Show Statistics In Product Inquiry │ │ │ │ 3 (8910) Create Credit To Purchase Customer │ │ │ │ 4 (8920/Auto) Show Batches Transferred To Head Office │ │ │ │ 5 (8922) I/Y Adj Update/Abort Password │ │ │ │ 6 (8930/Auto) Show Customer Sales Statistics │ │ │ │ 7 (8940/Auto) Suppress Password Entry Requirement │ │ │ │ 8 (8950) Allow transactions outside current year │ │ │ │ 9 (8952) Discount In Counter/Cash Sales │ │ │ │10 (8954) Credit Override >10% OVER │ │ │ │11 (8958) Void Cash Sale │ │ │ │12 (8960) Refund (>$25) In Counter Sales │ │ │ │13 (8924/Auto) Access To Tills Requiring Security │ │ │ └──────────────────────────────────────────────────────────┘ │ │ ┌─Security Actions─────────────────────────────────────────┠│ │ │20 Additional Security Actions #2 │ │ │ └──────────────────────────────────────────────────────────┘ │ │ │ │ ** Enter Selection (F4 To End): ____ │ │ #+F6=SEL/DESEL, F6/F7=SEL/DESEL MENU, F8/F9=SEL/DESEL ALL, F10=COPY │ │ │ └────────────────────────────────────────────────────────────────────────────────┘ |
This is the first of several screens that define the security actions which control the way users can process data. Let us define the ADMIN security profile to permit user actions 1-4 and 6.
The Security Actions permissions screen 1 display should now look like this:
Example Security Actions Permissions display:
┌────────────────────────────────────────────────────────────────────────────────â”
│Terminal: Tm6 IDEAL BUILDING SUPPLIES LTD. Date: 10/08/96│ │Config: std SECURITY ACTIONS MENU Time: 15:58:30│ │ SECURITY CODE: ADMIN │ │ ┌─Security Actions─────────────────────────────────────────┠│ │ │ 1 * (8900/Auto) Show Costs In Product Inquiry │ │ │ │ 2 * (8901/Auto) Show Statistics In Product Inquiry │ │ │ │ 3 * (8910) Create Credit To Purchase Customer │ │ │ │ 4 * (8920/Auto) Show Batches Transferred To Head Office │ │ │ │ 5 (8922) I/Y Adj Update/Abort Password │ │ │ │ 6 * (8930/Auto) Show Customer Sales Statistics │ │ │ │ 7 (8940/Auto) Suppress Password Entry Requirement │ │ │ │ 8 (8950) Allow transactions outside current year │ │ │ │ 9 (8952) Discount In Counter/Cash Sales │ │ │ │10 (8954) Credit Override >10% OVER │ │ │ │11 (8958) Void Cash Sale │ │ │ │12 (8960) Refund (>$25) In Counter Sales │ │ │ │13 (8924/Auto) Access To Tills Requiring Security │ │ │ └──────────────────────────────────────────────────────────┘ │ │ ┌─Security Actions─────────────────────────────────────────┠│ │ │20 Additional Security Actions #2 │ │ │ └──────────────────────────────────────────────────────────┘ │ │ │ │ ** Enter Selection (F4 To End): ____ │ │ #+F6=SEL/DESEL, F6/F7=SEL/DESEL MENU, F8/F9=SEL/DESEL ALL, F10=COPY │ │ │ └────────────────────────────────────────────────────────────────────────────────┘ |
Enter "20" to open the Additional Security Actions menu.
SECURITY ACTIONS PERMISSIONS SCREEN 2
┌────────────────────────────────────────────────────────────────────────────────â”
│Terminal: Tm6 IDEAL BUILDING SUPPLIES LTD. Date: 10/08/96│ │Config: std SECURITY ACTIONS MENU 2 Time: 16:02:37│ │ SECURITY CODE: ADMIN │ │ │ │ ┌─Additional Security Actions #2───────────────────────────┠│ │ │ 1 (8962) Price Change In Counter/Cash │ │ │ │ 2 (8964) Package Price Change │ │ │ │ 3 (8970) Delete Product Security │ │ │ │ 4 (8971) Delete Order │ │ │ │ 5 (1400) Allow Unbalanced Journal │ │ │ │ 6 (1410) Allow Account Deletion │ │ │ │ 7 (260/Auto) Old A/R Salesmen Maintenance │ │ │ │ 8 (6295/Auto) Void Cash Sales │ │ │ │ 9 (8902/Auto) Allow Password Inquiry │ │ │ │10 (8941) Allow All Other Inquiries │ │ │ └──────────────────────────────────────────────────────────┘ │ │ │ │ ┌─Security Actions─────────────────────────────────────────┠│ │ │20 Additional Security Actions #3 │ │ │ └──────────────────────────────────────────────────────────┘ │ │ │ │ ** Enter Selection (F4 To End): ____ │ │ #+F6=SEL/DESEL, F6/F7=SEL/DESEL MENU, F8/F9=SEL/DESEL ALL, F10=COPY │ │ │ └────────────────────────────────────────────────────────────────────────────────┘ |
This is the second screen that defines the security actions which control the way users can process data. Let us define the example ADMIN security profile to permit user action 10.
Type "10" and press [F6] to permit user action 10.
The Security Actions permissions screen 2 display should now look like this:
Example Security Actions Permissions display:
┌────────────────────────────────────────────────────────────────────────────────â”
│Terminal: Tm6 IDEAL BUILDING SUPPLIES LTD. Date: 10/08/96│ │Config: std SECURITY ACTIONS MENU 2 Time: 16:10:25│ │ SECURITY CODE: ADMIN │ │ │ │ ┌─Additional Security Actions #2───────────────────────────┠│ │ │ 1 (8962) Price Change In Counter/Cash │ │ │ │ 2 (8964) Package Price Change │ │ │ │ 3 (8970) Delete Product Security │ │ │ │ 4 (8971) Delete Order │ │ │ │ 5 (1400) Allow Unbalanced Journal │ │ │ │ 6 (1410) Allow Account Deletion │ │ │ │ 7 (260/Auto) Old A/R Salesmen Maintenance │ │ │ │ 8 (6295/Auto) Void Cash Sales │ │ │ │ 9 (8902/Auto) Allow Password Inquiry │ │ │ │10 * (8941) Allow All Other Inquiries │ │ │ └──────────────────────────────────────────────────────────┘ │ │ │ │ ┌─Security Actions─────────────────────────────────────────┠│ │ │20 Additional Security Actions #3 │ │ │ └──────────────────────────────────────────────────────────┘ │ │ │ │ ** Enter Selection (F4 To End): ____ │ │ #+F6=SEL/DESEL, F6/F7=SEL/DESEL MENU, F8/F9=SEL/DESEL ALL, F10=COPY │ │ │ └────────────────────────────────────────────────────────────────────────────────┘ |
Press [F4] to return to the Security Actions menu screen 1. Press [F4] to return to the Ideal utilities menu permissions display. Press [F4] to return to the main system menu permissions display.
At the main system menu permissions display press [F4] to return to the security profile maintenance screen.
PROCEDURE - COPYING A SECURITY PROFILE
Sometimes you may find it advantageous to create a new security profile simply by copying an existing profile and making whatever changes are necessary. For example, to add a new administrative security profile that duplicates the user access of the example ADMIN profile and adds the month end and year end purge functions in the accounts receivable and accounts payable modules, proceed as follows.
At the Security Profile Maintenance screen, Enter a five character code (for example, enter ADMN1). The following prompt is displayed.
"Y" to add the new code.
The main system menu permissions display opens with the following prompts will display.
[F10] to copy an existing security profile.
Enter the code of the security profile you wish to copy.
For this example Enter ADMIN.
The program access permitted by the ADMIN security profile is copied without modification to the ADMN1 security profile. All we need to do is add access to the purge programs that are denied by the ADMIN profile. The main system menu permissions is displayed.
Type "1" at the cursor and then press [Enter] to open the accounts receivable menu.
At the accounts receivable menu permissions display: type "90" at the cursor and press [F6] to select Month End Purge. Press [F4] to return to the main system menu permissions display.
At the Main System menu permissions display: type "2" at the cursor and then press [Enter] to open the accounts payable menu.
At the Accounts Payable Processing menu permissions display: type "62" at the cursor and then press [Enter] to open the month end menu.
At the Accounts Payable Month End menu permissions display: type "16" at the cursor and then press [F6] to select Month End Purge.
Press [F4] to return to the accounts payable processing menu permissions display. Then press [F4] again to return to the main system menu permissions display.
The ADMN1 security profile now permits access to all program areas that the ADMIN profile does and in addition the month end purge, year end purge and summary and report programs. We could also modify security action permissions if desired.
At the main system menu permissions display press [F4] to return to the security profile maintenance screen.
PROCEDURE - MODIFYING A SECURITY PROFILE
At the security profile maintenance screen Enter the code of the security profile you wish to access. For example, we might decide to add some additional functions to the ADMN1 security profile. The following prompts are displayed.
Enter ADMN1.
"M" to modify the profile.
When you access an existing security profile, the main system menu permissions are displayed.
Modifying a security profile is simply a matter of selecting and deselecting those menu items to which you wish the profile to permit access. Access to a menu item is indicated by an * beside its name. The following key strokes are used to select and deselect items on all menu displays.
Select a new or deselect a previously selected menu item.
Select all displayed menu items.
Deselect all displayed menu items.
Select all menu items throughout the entire menu hierarchy.
Deselect all items throughout the entire menu hierarchy.
Copy a profile (see above).
Open a menu to display additional menu items.
Close a menu and return to its parent.
See PROCEDURE - ADDING A NEW SECURITY PROFILE for details.
PROCEDURE - DELETING A SECURITY PROFILE
At the Security Profile Maintenance screen Enter the code of the security profile you wish to delete. For example, we will now delete the two security profiles we created for our example purposes here: ADMIN and ADMN1.
Enter ADMIN.
"D" to delete the profile.
The security profile is deleted without additional warning and you are returned to the SECURITY PROFILE field.
Repeat the procedure and delete ADMN1.
Warning
Do not delete the SUPER, GEN or SALES profiles or any other profile that has been created which may be required for the operation of your system.
For example purposes, Enter ADMIN.
It is a good idea to choose a security profile code that suggests the profile to which it corresponds (eg ADMIN = Administration, CLERK = Sales Clerk, SALES = Salesman, SYSOP = System Operator, etc).