This system lets you control which Order Manager users have access to various options and functions within the Order Manager.
NOTE: This is NOT a high security system. It will NOT prevent a knowledgeable Microsoft Access user from disabling or working around the system. Rather, it is designed to "keep honest people honest" and control how they see and use the program.
The basic concepts are:
Security: Can be left off, in which case there is no change in how the program operates, or turned on, in which case you will have to have an account and enter a user ID and password to use the Order Manager.
Users: Create a User account for each employee who uses the Order Manager. Individual Users do not have permissions assigned to them. Instead, they "inherit" the permissions of the Groups that they belong to. Note: If you use Notes or Tasks and you wish to record who enters a note, assigns a task, and to whom a task is assigned, you must enter a list of users.
Groups: Create whatever groups you need (Cashiers, Packers, etc.). Assign each User to one or more Groups. A default Admin group always has all permissions. Other groups can be given permission to use specific forms, buttons, reports, etc.
Permissions: Access to certain forms (the Maintenance Menu, Manual Orders, etc.), buttons, reports, etc. requires Permission if Security is turned on. Permissions are assigned to Groups. If you need to assign a specific set of permissions to just one User, create a group for that User, set up its Permissions, and only assign the one User to that Group.
Log-In System: If security is turned on, the Order Manager has to know who is using the program. It can get that information from one of three systems: the Windows log-in, the Microsoft Access log-in (which is only available if you have secured your Order Manager program database, a complex procedure that we do not generally recommend) or the Order Manager's own security system, which is the preferred option.
Enable/Disable Security
Go to the Main Menu>Maintenance Menu>Setup Functions tab>Security Options button. The Security System dialog box opens:
Note: If security is disabled, you only see the Settings and Users tabs.
To enable security, click in the Use Security System checkbox.
Select a Log-In Option. Note: Stone Edge Technologies recommends that you select the Order Manager option.
Click the Save button. The other tabs appear.
To disable security, click in the Use Security System checkbox again to clear the check mark.
Add a User
To add a user, click New. The User Info dialog box opens:
Enter a user id, the first and last name of the user, and their password. Enter the password again to verify that it was entered correctly.
Click Save.
Delete a User
Select a user from the User ID drop down list.
Click the Delete button.
Edit a User
Select a user from the User ID drop down list.
Click the Edit button.
Add a User to a Group
Select a user from the User ID drop down list.
Click on a group in the All Groups: list.
Click the Add button.
Delete a User from a Group
Select a user from the User ID drop down list.
Click on a group in the Member Of: list.
Click the Remove button.
Add a Group
Click on the Groups tab.
Click the New button. Enter a group name and click OK.
You are prompted to copy all permissions from another group; click Yes or No.
If you click Yes, you are prompted to enter the name of the group from which the permissions should be copied:
If you click No, you are prompted to copy all users from another group; click Yes or No.
If you click Yes, you are prompted to enter the name of the group from which users should be copied:
If you click No, your view returns to the Groups tab.
Add a Standard Group
Select a Group from the Standard Groups drop down list. The Standard Groups include: Cashiers, Packers, Power Users, and Sales People.
Click Create Group:
A Done! message box appears. Click OK.
Delete a Group
Select a Group from the Group Name drop down list.
Click the Delete button.
Assign Group Permissions
Click on the Group Permissions tab.
Select a Group from the Select Group drop down list.
Select an Object Type (i.e., the object to which you wish to control the group's access).
Object types:
Click Enable All Buttons to give the group's users the ability to use all buttons on a form. Click Hide All Buttons to hide all of the buttons on a form from the group's users. You can then go back and enable or hide specific buttons.
To change a permission, select an option (i.e., No Access, Visible - Enabled, etc.) and click Save Permission.
To remove all permissions for the selected object from the current group, click the Remove Permissions for Current Form, Report or Object button.
To copy the current group's permissions to all forms, click the Copy Current Group and Permissions to all Forms button (only available if the Object Type is Form).
Displaying Permissions
To display all of the permissions for a Form or Report, go to the Object Permissions tab, select Form or Report and then pick a form or report from the drop down list:
See Also