Related topics

Setting User Security

Define Company Profiles Window

Follow the guidelines provided below to complete the fields on the Define Company Profiles window.

Items in this window

Item Notes
Profile Name Use this field to select the name of the profile you want to view or edit. Once you select the Add button to add a new profile, the system displays the new profile in this field.
Company Security List Use these fields to assign company security based on the following explanation of each field in the company security list. Shaded areas represent areas that are not applicable to a specific function.
Company Level Security The system uses this column to display the names of all the company level functions for which you can impose security restrictions. To specify a security level, select one of the three security options in the columns to the right.
None Select this field if you do not want users assigned this profile to have access to the specified company function.
Read Select this field if you want users assigned to this profile to be able to read but not edit the data in the specified company function.
Edit Select this field if you want users assigned this profile to have all rights to the specified company function.
[Add] Select this button to add a new security profile. The system displays the Add Profile window. Type a name for the new profile you want to add, then select OK. The system returns to the Define Company Profiles window and displays the new profile name in the Profile Name field.
[Delete] Select this button to delete the security profile displayed in the Profile Name field. The system asks you to confirm your intention before deleting the profile.
[Rename] Select this button to rename the security profile displayed in the Profile Name field. The system displays the Rename Profile window, with old profile name displayed at the top. Type in the new name, then select OK. The system returns to the Define Company Profiles window.