Start-Up Operator Role Security
Getting Started Overview Information Guide -> Start-Up
Operator Role Security
Texada SRM utilizes operator roles to control user access
levels and security permissions within the software.
The security roles can be used to control which Operators can:
- access the various menus and individual menu options in the
menu tree, as outlined in Menu Security
- view and change configurable variables and tables defined in
Configure System Settings
- delete documents and data records according to document or
record type
- release locked Posting Control files as explained in
Posting Control Information
- access and change specific fields in data entry screens
according to the Document Access Fields defined in Security Role Permission
- perform functions and actions not controlled by options in the
menu tree, such as add inventory or close a W.O. as outlined in
Security Role Permission in the
Miscellaneous window
Three basic roles have been pre-set and shipped with your new
software including:
Administrator - with complete
access to all functionality
Accounting - with access restricted to A/R, A/P, G/L,
billing, and all posting processes
Counter - with access to only the inventory and store
rental/sales/service processes
These roles can be viewed in Security
Roles where permissions can be used as pre-set, or modified as
required.
Additional roles can be added in the Security
Roles table with the appropriate permissions.
Activate and assign the roles to the appropriate operators in the
Associated Operators window. An operator can
be assigned multiple roles where fitting.
Topic Keyword: GS05