Follow

Setting up a security levels in Store Operations - Manager

Brief Description: A security levels are used as part of a method to control access to certain functions and accessibility to areas and actions performed in Store Operations - Manager.

Trigger: You have multiple employees and need to create restrictions for different staff positions in the Store Operations - Manager application.

Estimated time of completion: 5 - 60+ minutes

Prerequisites:

  • Need to have administrator access to Store Operations - Manager

 

 

Procedure:

  1. Launch and log in to Store Operations - Manager

  2. Click 'File' | 'Security' > 'Set Security'

  3. The Security Mode window informas you that the system is now in security mode. Click 'OK'. You will see the Security Mode icon on the bottom of your screen.

  4. There are two different ways to define security:
    • Menu Security Mode:
      • Press CTRL+ALT+S
      • Acknowledge the following display message, by clicking 'OK'
      • Mouse-over the desired menu or menu option
      • Right-click to define the security options

        Note: After you press 'CTRL+ALT+S', left-clicking your mouse does NOT let you drill down to specific windows. When you right-click your mouse, you can disable the menu or menu option for the applicable security levels. When you disable a menu option (i.e., Customers), its associated button on the main interface's toolbar will automatically be disabled. Repeatedly pressing 'CTRL+ALT+S' enables you to toggle the menu security mode.

    • To set security behaviors for individual field boxes and controls, follow the instructions in the next steps.

      Note: First ensure that the menu names are not highlighted in blue. If the are, press 'CTRL+ALT+S' to exit from menu security mode.

      5. Select a window whose security controls you want to define. For this example: Click 'Database' > 'Item Messages'

      6. Press 'CTRL+S'. Each control will be highlighted in either a blue (control currently as no access restrictions) or red (control currently has some type of access restriction) color. If you move the cursor over the controls, Store Operations highlights the selected control in yellow.

      7. If you do not want certain emplyees to be able to remove an item message from the database, you could restrict access to the 'Delete' button. To do this, click on the 'Delete' button. You will see the Security window.

      8. In the 'Access Rights' table, position the cursor on the applicable security level and either select or clear the 'Disable Change' option for the applicable security level. If you select (check) the option, the cashier assigned to this security level will not be able to delete an item message. In security mode, this option will be highlighted in red showing you that the control has some type of restriction.

      9. Click 'OK'

     10. On the Item Messages window, continue to set the security access for the applicable controls.

     11. When you finish, press 'CTRL+S'. You can then display another window and press 'CTRL+S' again to assign the security access privileges. Repeatedly pressing 'CTRL+S' enable you to switch from assigning security control behaviors to displaying other windows.

     12. After you set up your security structure, you can exit security mode by clicking 'Set Security' again and then clicking 'OK' on the Security Mode window.

NOTE: It is always a good idea to test your security, after you have completed the initial set up.

Was this article helpful?
1 out of 1 found this helpful
Have more questions? Submit a request

Comments

Powered by Zendesk