How do I Set Up User Security in Platinum?
Summary
The article explains how to setup user security in your Platinum system.
More Information
Within Platinum there are various ways in which you can restrict what access a user has in the system. The most basic is by adding a user to Custom Menus. For more advanced user security, you can set-up access rights to certain modules so they can be masked so only certain users can see them, even though they may have access to that particular menu.
 | All the employees in the Accounts Department will have access to the Accounts Module, however, you may only want key Accounts Staff to have access to the Nominal Ledger. You could of course create a Custom Menu for those particular members of staff, however, setting up User Security would be a more sensible approach. |
In this first example, we will show how to restrict access to the Nominal Ledger for the above scenario.
First of all we need to set-up the security on a specific user:
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This article or section applies to a Platinum feature currently being developed. Be aware: Content may change. |
Go to " Reports & Settings Maintenance Options System Administrator Add or Edit Users".
- Enter the name of the user you want and select [Search].
- Navigate to the [Security] tab.
- On here you will see a list of Platinum Modules on the left hand side of the display, with a security level next to it. By default this is set to '9' which equates to full access. Likewise, a setting of '0'.
- Select "Nominal" field and set that to a '1'.
- Now Select [Done] and [Accept] to save changes.
- Press <Close> to exit.
Go to " Reports & Settings Maintenance Options System Administrator Platinum Settings".
- Select Reports & Settings from the "Module" drop down menu.
- Enter 'Masks' in the "Search on" field.
- Press <Enter>.
- Make a note of the "Security Mask" number that is located next to the entry for "Nominal".
Go to " Systems\Reports & Settings Maintenance Options System Administrator Security & Print Configuration".
- From here, cursor down to the Nominal Ledger entry, and in the column for "Mask No.", change that to the number you noted down in the above step and then cursor to the "Security" column and change the number listed there to a '9'.
- By doing the above process, it means that any user who has a Security Level of less than '9' will not see that part of the system.
See also
RP71
