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PASSWORD SECURITY
Password Security Overview
The Password Security system lets you set up user Logon ID's, passwords, and security levels in order to control access to individual programs within modules. You can also specify the menu and company each user is to be taken to at system startup.
The Logon ID's and passwords you create in PS-A System Users/Passwords and the security levels you establish in PS-B System Security Levels are universal entries that apply to all companies on the system. In PS-C Company Logon Access you assign each user to security levels for each company to which the user is to have access. In addition, PS-D Activate/Inactivate Modules can be used to turn off unused modules at a system-wide level for all users in all companies to simplify the menu navigation.
Because the security settings made in these three programs are system-wide, you can set up all your security in any company of your choice and the settings will be saved to a common set of files in your DEFAULT subdirectory that apply to all companies. Conversely, be aware that a user in any company that has access to the Password Security programs can see the passwords for all users in all companies.
You can set up as many as 99 security levels. Within each security level you specify at the program level the access settings that will apply to each user assigned to that security level. For example, one security level might be called System Administrator and may be given access to all programs. Another level might be called Order Entry and might have access limited to just Sales Orders, Accounts Receivable, and Inventory programs.
Each time the user starts DBA he will either be taken directly to a startup company and menu (if none or only one Logon ID is created) or will be asked to enter a Logon ID and a Password (if security is activated). Once in the system there will be no further requests for passwords. Unavailable menu choices will be Grayed out on the menus indicating the user does not have access to those items.
Evo~ERP uses a different menu system. Users and passwords are still defined in PS-A System Users/Passwords but each user has a menu defined which controls the programs the user has access to which is established at TA-G Maintain Menu Access Records .
Sequence of Events
The first thing to do is set up Logon ID's and Passwords in PS-A System Users/Passwords. If you are not immediately planning to activate security, you can still create Logon ID's through PS-A to control startup menu and company preferences either by user or by a single Logon ID for all users.
Next, carefully consider how many security levels are needed to accommodate different categories of users and then create them through PS-B System Security Levels.
Finally, through PS-C Company Logon Access assign users to specific security levels for each company to which the user is to have access. Once password security is activated, all companies must have access granted in PS-C for any user to be able to change to that company.
Once you have completed all 3 steps for the system administrator with a logon ID and access to the companies with an unrestricted security level, if you have a multi-user system, it is a good idea to keep one workstation in the system while the administrator exits and comes back in to be sure it set up correctly. That way, if a mistake was made, the workstation that is still logged in has not yet activated password security and can gain access to the PS modules and make needed corrections.