PS-A  System Users/Passwords

Purpose of Program - Evo-ERP

Use this program to create Logon ID's and Passwords for your users.  Whatever entries you make in this program are used to log into the User Menus created in TAS-G Maintain Menu Access Records.

Against each Logon ID you can set preferences as to which company the user is to be taken to when starting the system and which security level should be used if a user specific level has not been assigned.  The settings for Startup Menu and Use Maintain Database apply only to DBA Classic.

When exiting this program, it will check for the existence of a user named ADMIN and will require that one be created if it does not exist.  This is to ensure that an ADMIN account will always exist and can access the password security and menu setup programs.

Purpose of Program - DBA Classic

Use this program to create Logon ID's and Passwords for your users.  Whatever entries you make in the three security programs (PS-A, PS-B, PS-C) apply to all companies on your system, so you do not need to create separate settings within each company.

Against each Logon ID you can set preferences as to which menu is to be displayed and which company the user is to be taken to when starting the system.

You can create Logon ID's without passwords if you don't need security but want to establish menu and company preferences by user.  If you want all users to start with a company other than the default (blank) company, you can create one Logon ID that will be shared by everyone and set the menu and startup company against it.  If only one Logon ID is set up, the system assumes everyone is sharing it and will automatically take ALL users to the menu and startup company specified against that one Logon ID.

Once more than one Logon ID is created, ALL users will be asked to enter a Logon ID when starting the system.  If password security is not activated yet, users can share Logon ID's, but once password security is activated for a particular company, each user will be asked to enter a unique Logon ID and Password from that point on.

You can set up Logon ID's and Passwords immediately for setting menu and company preferences, but security itself won't be activated until security levels are defined through PS-B  System Security Levels and users are assigned security levels by company through PS-C  Company Logon Access.

General Program Operation

You are first presented with a System Users lookup window that will display any existing Logon ID records.  In the bottom portion of the screen there is help text explaining how the menu works upon system startup, depending on how many Logon ID's you set up.  If you set up no Logon ID's, the system will always start in the default (blank) company at the Manufacturing master menu.  If you set up only one Logon ID, the menu assumes that all users will share that Logon ID and will take ALL users to the menu and company specified against that Logon ID.  If two or more Logon ID's are created, all users will be asked for a Logon ID upon startup and will be taken to the menu and company pertaining to the Logon ID entered.

To set up a new user, click on the Add button or press the <Insert> key.  You are taken to a second screen.  Enter the Logon ID that identifies the user and an optional Password.  Next, enter the Startup Menu desired by entering the number opposite the five choices listed.  Enter the Startup Company code.

DBA Classic Only - If you want this user to have access to the Maintain Database and Check File Integrity programs on the File menu off the main menu, enter Y in the Can Use Maintain Database and Check File Integrity? field.

When you've completed the last field the record is automatically saved and you are returned to the System Users lookup window where you will see your entry displayed.  You can change any existing record by highlighting it in the window and then clicking the Edit button or pressing <Enter> to bring up the entry screen.  Make whatever changes you wish and then click on the Save button (or press F10) to return to the System Users lookup window.

Continue this process until all Logon ID's needed are created, then click Exit or press <Esc> to return to the Password Security menu.

To delete a Logon ID record, highlight the record desired and then click on Delete or press <Delete>.

General Program Operation - Evo-ERP

The following fields are only used in Evo-ERP and are not used by DBA Classic.

The Security Level [1-999] is used in the Evo-ERP lookup drill-down grids to control which user can see and/or change which data.  Level 1 is the administrator level that can see and edit all data and level 999 is the least privileged user. A blank level is treated as 999 which is the most limited access.  Levels 1-5 allow editing of data in the lookup grids and should only be assigned to the administrator level users if at all.  Lookup grids can be assigned a security level in SU-A Maintain Grid Lookups (default is 999) and once a security level is assigned to a grid, onlu users with that level or smaller number will be able to view the grid.

The Security Code controls what menu access in Evo-ERP a user will have if no user-defined Menu exists for the user name.  A=Admin; P=Power User; 1=Sales Rep 1; 2=Sales Rep 2; C=Customer; V=Vendor; U=User, E=Engineer.  If nothing is defined then User will be used.  Customer and Vendor login names must match their Customer or Vendor Code and Login Names for Sales Rep 1 or 2 must be their Sales Rep number.  This will enable access to certain reports such as SA-M  Print User-Defined Detail and SA-N  Print User-Defined Summary with filters preset for from/through Sales Rep or Customer so that they can only look at their own information.  Currently this capability exists only for the Sales Reps but Customer and Vendor will be added.   If a user is designated "E" then they will have limited access in IN-B  Enter Inventory and BM-A  Enter Bills of Material to only create and edit Items that are Active Status "E" and Bills of Material where the parent item is Active Status "E"

Once users and passwords are established, a user can change his own password in Evo by clicking File - Change Password.

Reset Password (Evo-ERP only) - The Administrator who is creating users and passwords can not see the user's password but can click Reset Password and assign a new one.  Once that has occurred, the user will be prompted at the next login that the password has been reset by ADMIN and the user needs to select a new password.