Setup - Manager/Security
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!