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Define Access Profiles

This window is used to define the rules for each Access Profile.

(Hover over with your mouse to see the sample image in full size.)

Prerequisites

  • No prerequisites.

Rules and Guidelines

  • These profiles control the user's access to the modules, access for Crystal Report, and Extractor.
  • This window is also used for the initial implementation of the Security module and for the review and maintenance of the access allowed for groups of users once set up.
  • When a new access profile is setup, modules are automatically selected and access privilege is defined to 'Exclude'.

Field Information

ClosedProfile

Enter a profile with a unique profile name. The format is up to 10 characters.

ClosedDescription

Enter the description that best describes the function of the users who are going to be attached to this access profile. The format is up to 40 characters.

ClosedModule Name

This is where the high-level folders (module names) are displayed.

ClosedAccess Privilege

The default setting for new access profiles is 'Exclude'. Change the level of access you wish to provide for this group of users.

Select from the prompt list:

Option Description
Change To be able to use and change any information within the module
Use To be able to view but not update information within this module
Exclude To deny any access at all to this module

 

ClosedAllow Extractor Access

These fields are used to assist in the control of access to Extractor.

If you wish to allow a user to have access to all fields within a module in Extractor Tick.