WI: User Group Security

Top  Previous  Next

Instructions : User/Group Security

Img_tabs_4

Top Previous Next

 

img_Up_level

 

plus Activity Stages

Click on the required tab above or scroll down

1

Access User/Group Security

2

Review Users Details

3

Review Groups Details

4

Exit Utility Application

 

plus Access

Path:

Security ð Users and Groups (In Utility Application)

Speed Button:

N/A

 

1: Access User/Group Security

 

Utility

1. Use the menu path:

Security ð Users and Groups

 

 

2: Review Users Details

 

Users and Groups

1. On the Users tab, select Browse second-level tab.

2. Select User to be reviewed

 

img_note

Click btn_Edit Row button to edit the selected User

Click btn_Insert Row (+) button to  add a new User

Click btn_Delete Row (-) button to delete the selected User

Click btn_Post Edits (tick) button to apply the edits

Click btn_Cancel Edits (X) button to cancel edits

 

3. On Details tab, review the following values:

Field

Comments

Various fields

Values associated with:

Staff Type

Technician Charges

Employment details

Service Controller

Service Mobility

 

img_note

Click btn_Edit Row button to edit the selected field

Click btn_Post Edits (tick) button to apply the edits

Click btn_Cancel Edits (X) button to cancel edits

 

4. On Default Settings tab, review the following values:

Field

Comments

Various fields

Values associated with:

Default Company/Branch/Location

Diary formats and times

 

img_note

Click btn_Edit Row button to edit the selected field

Click btn_Post Edits (tick) button to apply the edits

Click btn_Cancel Edits (X) button to cancel edits

 

5. On Groups tab, review the groups associated to the selected user

 

 

3: Review Groups Details

 

System Defaults

1. On the Groups tab, select Browse second-level tab.

2. Select Group to be reviewed

 

img_note

Click btn_Edit Row button to edit the selected Group

Click btn_Insert Row (+) button to  add a new Group

Click btn_Delete Row (-) button to delete the selected Group

Click btn_Post Edits (tick) button to apply the edits

Click btn_Cancel Edits (X) button to cancel edits

 

3. On Security tab, review the menu access options

4. On Users tab, review the users associated to the selected group

5. Click btn_Close button to close window after review is complete.

 

 

 

4: Exit Utility Application

 

Utility

1. Use the menu path:

File ð Exit

 

 

 


Page Filename : pos_pos_user_group_security_instructions.htm