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Procedure documentationDefining Authorizations Locate this document in the navigation structure

 

Authorizations are defined per user. Each user can have the same permissions throughout the system, or can have different permissions per module and sub module. Note that permissions for super users cannot be modified.

The following options are available for defining the various authorizations for a user:

  • Full Authorization: the user is able to display and modify data for that function. per module.

  • Read Only: the user can only view, but not change data.

  • No Authorization: the user has no access to that function.

Each user's authorizations are displayed in the Authorizations window. Various Authorizations is displayed for modules with mixed authorizations, such as full authorization for some submodules and read-only for other submodules.

The main menu is not automatically updated according to the authorizations. To display or hide certain modules or submodules, use the Form Settings – Main Menu window, and select or deselect the Visible boxes as appropriate for each module.

Encryption can also be used to hide confidential data in the system. For certain users, the encoded characters are displayed instead of the actual digits and characters.

Prerequisites

Users must be predefined in the system, as either regular or superusers.

Procedure

  1. Choose   Administration   System Initialization   Authorizations   General Authorizations  . The Authorizations window displays with the list of users.

  2. To grant full authorization to a user for all functions in all modules, choose the Full Authorization button at the bottom of the window.

  3. To grant read authorization to a user for all functions in all modules, choose the Read Only button at the bottom of the window. The user can then display all the data in the system, but cannot make any changes.

  4. To completely limit access, choose the No Authorization button at the bottom of the window. The user will not be able to view or change any of the data.

  5. To provide different permissions for each module or sub module, in the table, click on the authorization and select the required permission from the dropdown list.

  6. To set a global maximum discount, enter the required discount in the Max. Discount field, up to 100%.

  7. To set a maximum cash amount a user can enter in an incoming payment, select the Max. Cash Total box and enter the required amount.

  8. To hide certain data using encryption, select the Use Encryption box, then choose the Encryption Table button. In the Encryption Table window that displays, enter the character that should appear in place of that character. Choose OK to save the changes.

  9. Choose Update to save the changes in the Authorizations window.