Security Options

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Overview

The Security Options screen is accessed by going to:

Main Menu>Settings>System Functions>Security Options

The Settings tab is the default view of this screen and is where the Security System is enabled or disabled.
It is highly recommended to use the Order Manager Log-In Option.

Description of the Settings Tab

Security screen

Settings Tab

Turn Security On/Off Link

select this link and then Save to enable or disable the Security System

Log-In Option

select Order Manager and then define users, groups and set their permission levels on the other tabs of this screen
do not select the Windows option unless you are very familiar with Windows users and security

Save Button

select this after making a change to the settings on this screen

Users Tab

this tab is not visible until the security system is enabled
used to create new users or change the characteristics of existing User IDs or the groups to which they belong
if you have defined Sales People through the Setup Guide, that information can be imported into the Security System by selecting Import Sales People

Groups Tab

this tab is not visible until the security system is enabled
the program provides four basic Groups (Cashiers, Power Users, and Sales People) that already have basic permissions assigned to them
you can also create your own user groups and define their permissions
permissions are generally assigned to user groups and then users are assigned to the Group that has the appropriate level of access for them to perform their job function

Object Permissions Tab

this tab is not visible until the security system is enabled
use this tab to view the permissions for screens and reports

Close Button

exit the Security Options screen

Additional Information

Security System

User Info

Created: 7/16/12

Revised: 9/5/12

Published: 08/19/15