The Security tab in WorkPlace Security allows you to grant the user access to specific functions within the system. Depending on your WorkPlace configuration there are two methods of establishing Security options User or Role.
Refresh
This button MUST be selected when using SQL authentication once the appropriate access selections have been made for the user. This button must also be pressed when any changes are made on this tab to properly refresh database permissions for this WorkPlace user.
In order to REFRESH User Permissions you must have SQL SYSADMIN privileges for the currently logged in company.
Select All
Use to set the ALLOW Checkbox on all listed pages, allowing the user access to all of the maintenance and/or processing functions for all listed tabs.
Select All Current Tab
Use to set the ALLOW Checkbox on the currently active page, allowing the user access to all of the maintenance and/or processing functions for the active tab.
Clear All
Use to clear the ALLOW Checkbox on all listed pages, allowing the user access to all of the maintenance and/or processing functions for all listed tabs.
Clear All Current Tab
Use to clear the ALLOW Checkbox on the currently active page, allowing the user access to all of the maintenance and/or processing functions for the active tab.
The Access tab allows you to grant the user access to specific functions within the system. By selecting the Security 'Allow' checkbox, the user will be given access for that selection. Depending on WorkPlace Modules and/or Interfaces installed, various sub-tabs will appear on this page. SELECT from the options below to view the specific security options available for each tab:
Accounts Payable Accounts Receivable Administration Budget Catalog Expense General Ledger Inventory KwikTag Multi Currency Project Purchase Order Receive/Match Invoice Requisition/Check Request RFQ Time Vendor Contract
Gives access to the respective maintenance and/or processing functions. If both allow and deny remain unchecked no access is granted to the respective maintenance or processing function.
Denies access to the respective maintenance and/or processing functions. If both allow and deny remain unchecked no access is granted to the respective maintenance or processing function.
The Role tab allows you to grant the user access to specific functions within the system based on the Role or Roles established. Once a Role or Roles have been moved from Available to the Selected and the Refresh button has been selected, Security Access Allow/Deny check boxes will automatically be applied to the currently selected WorkPlace user. Use the access tab to override any setting for a given role or roles applied to this user. A WorkPlace user can be associated with multiple roles
When using Role based security Allow/Deny checkboxes are selected on the role (no checkbox will be visible on the access tabs) and will be applied to the user once associated here. Use the access tab to override a setting for role(s) applied to this user.
List of available user roles which can be selected and associated to the currently selected WorkPlace user.
List of roles which have been selected and associated to the currently selected WorkPlace user.
