Section 2: Getting Started > User Security

Editing Users

The entry fields available while adding, viewing, or editing user security records (see Browsing Users) are discussed in the following table.

User Security Entry Fields

Field

Description

User Name

Enter a unique user name, up to 30 characters. This field must be entered.

Full Name

Enter the user’s full name, up to 30 characters.

Location

Select the default business location to which this user is assigned (see Business Locations).

Password

Enter a case-sensitive password for the user, up to 10 characters. The password will appear as a series of asterisks for added privacy. This password may be changed later by the user (see Changing a Password).

Verify Password

Enter the password again to verify that it was entered correctly. Again, the password will appear as a series of asterisks for added privacy.

Module/Report

First select a program module or report for which to set security access options. Then double-click under the view/print or edit columns to select or deselect a security setting. Optionally, press the V key to toggle the [View] setting, the E key to toggle the [Edit] setting, or the P key to toggle the [Print] setting. Click the Check All button to select full access to all options or the Clear All button to deselect access to all options.

Selecting the [Edit] option assigns the user full access to add and edit data in the highlighted module (the [View] option will automatically be selected). Selecting only the [View] option assigns the user limited access to just view data in the highlighted module without making any changes. Selecting the [Print] option allows the user to view and print the highlighted report. Deselecting all options prevents the user from accessing the highlighted module or from printing the highlighted report.

Only Administrator may delete records

Check this box if only the program administrator may delete records.

More:

Working With Users