|
|
Access privileges
are the foundation of your database’s security system
By carefully and thoughtfully assigning access
privileges, you can provide users access to the things they need
to see -- and keep them from seeing and working on things they
shouldn’t.
Every user has his or her unique set of access privileges. This ability
lets you tailor the system to a user’s special needs for information.
For example, you can selectively give a user access to adding, editing,
and deleting job tickets -- but prevent them from seeing costs.
You can provide access to specific menu commands, as needed. When a user
doesn’t have access to a menu command, it appears dimmed and can’t
be chosen. This prevents a user from working in some place they shouldn’t.
For example, you can give a user access to Media, to add, change, and
print media plans, but not Accounts Payable or the Checkbook.
Access privileges are very flexible, so they can be changed at any time.
The changes you make take affect the next time the user enters their
initials in the Introduce Yourself window.
 Any
manager can change a user’s access privileges, including
their password. Over 30 new user-based access privileges
give system managers a greater ability to pick-and-choose
just what a user can see and do. These new access privileges
are not automatically enabled when you first install Clients & Profits
X 3.0. Instead, they need to be set individually for each
user. To accommodate these expanded access privileges, they
are organized into five functional windows: General, Menus,
Jobs, Costs, and Accounting.
To change a user’s access privileges
1 Choose Setup > Users, Access & Passwords.
The Clients & Profits Users window opens.
2 Click once on a user’s name in the Users column.
The User Access Privileges window opens.
User-based access privileges. Each user can have
their own unique access privileges to menu commands, jobs,
costs, and accounting. Clicking on a button edits the selected
user’s access privileges. Access privileges can only
be edited by manager-level users and take effect the next
the user starts Clients & Profits X. |
A user’s general, menu, job, cost,
and accounting access privileges are edited in different windows
by clicking one of the Access Privileges tabs.
See access privileges: General | Menus | Jobs | Costs | Accounting
|
