How do I Set Up User Security in Platinum?
Contents
Summary
This article explains how to set up user security in your Platinum system.
More Information
In Platinum there are various ways in which you can restrict what access a user has in the system.
Custom Menus
The simplest way is by adding a user to Custom Menus.
Security Levels
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 create a Custom Menu with just the relevant options for those particular members of staff, however, setting up User Security gives a more secure, but more complicated 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 the module:
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 " 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.
Now we need to set the security level for the user :
Go to " Reports & Settings Maintenance Options System Administrator Add or Edit Users".
- Enter the name of the user you want and select [Search].
- Select [Edit].
- 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.
- Select "Nominal" field and set that to a '1'. This will exclude the employee from the Nominal Ledger completely.
 | It is possible to set a security level on each option in the Nominal Ledger and then set the employee security to allow them into the relevant options, but this can get very complicated. It is easier to create a custom menu and allocate users to it if you need this level of security. |
- Select [Done] and [Accept] to save changes.
- Press <Close> to exit.
User Permissions
There is also a list of permissions that allow or prevent users from performing specific actions within Platinum. Many of these have a system default that applies when a user doesn't have a permission set one way or the other which can be found in "Platinum Settings". Go to " Reports & Settings Maintenance Options System Administrator Add or Edit Users".
- Enter the name of the user you want and select [Search].
- Select [Edit].
- Navigate to the [Permissions] tab.
- Here you will see a list of permissions grouped by module or option.
- To amend a value:
- Double click on the list line of the permission you would like to amend.
- Choose the value you would like from the dropdown.
- Press [OK].
- Repeat this process for any other permissions you would like to amend.
- Once you have finished, press [Done] and [Accept] the changes.
See also
- How do I set up a new user?
- Why can't a new employee see an existing menu?
- How do I configure user access to account properties?
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