Choose Employees - Manager and Security Maintenance from the Main Menu.
This will open the 'Managers/Security Maintenance' setup form.
- Manager 1 is always the only administrator on the system.
- Only Manager 1 can ever see this maintenance routine and set other's passwords and
permissions.
- To edit a Manager's permissions on the system, select their record entry from the
list.
- To add a new record, click on the 'New' button and fill in the new Manager name,
permissions and password as required.
System Security is enhanced, initially, by setting a Password for Manager 1.
Here is an explanation of the columns (field names) in the table:
- Employee ID - Click on this box to see a list of Employees that you can
attach to this Manager's name. Press enter to bypass the list and leave the
default at zero.
- Manager ID - Assigned by the system.
- Manager Name - Any handle you want to use!
- Password - a unique password for that manager.
- Confirm Password - Both the Confirmation Password and Password must match
to enable any 'Save' operations.
- Manager ID entries are used in the Purchase Order, Receivings, Transfers
and Stock-taking modules. They are on the system to provide accountability only.
- On systems that have an Interface to a Credit Card payemtn processor, security is
enhanced at the POS. Only a Cashier with the same Employee ID as Manager 1
has setup permissions on the Lane.
Other Managers on the System can then be selected and their passwords
chosen.
- Click 'Save' to save the changes or a new record.
- To remove a Manager click on the 'Delete' button.
- To remove a Password, enter the current password in the 'Confirm Password' box. Click on 'Clear Password'
Adding Password protection to all Managers sets up a login form when the software first starts.
- Managers can then log in each with their own Manager ID and Password
- To disallow a Manager access to any Back Office menu options, first select them
from the Manager List, then click on the 'Back
Office Permissions' Tab.
- If
an option is unchecked it will be unavailable to that Manager.
- Click Save to make any changes effective.
Once a user is logged
in, to get to the password prompt again, choose File - Logout.
Note to Manager 1 - Please don't forget your password!
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