Setting User Security
The security feature allows you to define the kind of access each of the users in your organization has to the system's many functions. You might want some users to have access to data entry functions, while you might want others to be able to read but not change the information in the database. You can specify all of this and more using the security feature.
You implement security using login names, passwords, and security profiles. A security profile is a detailed specification of a security level; that is, what a user can and cannot do or what a user can or cannot access. You can have many security profiles. For instance, you might have a security profile named Managers that allows users assigned to this profile to access everything in the system. You might have another security profile named Data Entry that allows access only to functions associated with data entry, and disables access to the system's more advanced functions.
The first profile you'll use is the Supervisor profile. This profile is pre-defined as having access rights to everything in the system.
Important! The first task you'll perform in setting up security is to assign a password to the Supervisor profile. Do not lose this password. If you lose the password assigned to the Supervisor, once you enable system security you'll be locked out of the system. If you do lose this password, contact customer support for information on getting the Supervisor password reset.
There are two levels of password security:
- System-level security
- Company-level security
System level security specifies the type of access a user has to system functions. Company level security specifies what the user can and cannot do to the data in a company. You can assign a user to different profiles in different companies.