How do I Set Up User Security in Platinum?
From Catalyst
Summary
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. |
More Information
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:
Go to "Reports & Parameters" -> "Maintenance Options" -> "System Administrator" -> "User Maintenance".
- Press <F1>/<Shift+F1> to scroll forward and back through the users until you find the one that you want, or you can press <Ctrl+F1> to search. Once you have found the user that you want to amend, press <Page-Down> once until you see the screen entitled "General Security 1" and press <Enter>.
- On here you will see a list of Platinum Modules on the left hand side of the display, with a number next to it. By default this is set to '9' which equates to full access. Likewise, a setting of '1' would equate to low access.
- Move the Cursor to the "Nominal" field and set that to a '1'.
- Now press <Esc> and <Accept> to save changes.
- Press <Esc> once more to get back to the "System Administrator Menu" now select "Security Mask Headings".
- Make a note of the "Mask" number that is located next to the entry for "Nominal".
- Press <Esc> once more to get back to the "System Administrator Menu" now select "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
