First step is to set the System Default

System Default: Tools > Options

The Security Model field can either be set to Full Access or Restricted Access.

Further steps in Security Set Up will maintain exceptions to the default.

Security Set Up

The easiest method for user security is to set up Group Security then assign a user to a Security Group in User Properties.

Group Security: Tools > Administration > Security > Group Security

Click on NEW button to create a new group – Group Properties window will appear

Or use Find Group By to bring up your existing group list

DBL Click on Group – Group Properties window will appear

If New, key in Group ID and Group Name and click SAVE button

When Security Model = Restricted Access the following steps will add permissions.

When Security Model = Full Access the following steps will remove permissions

Click on PERMISSIONS button

Click on each module icon one by one that you want to provide access to

Within each module, programs associated with that module will appear.

Within each program you can turn on or off certain permissions in the USE column.

Check each ability (Display / Delete / New / Update) to add or remove access

Once done, click SAVE button and your group permissions are saved.

Create New User: Tools > Administration > Security > User Security

Click on NEW button – User Properties window will appear

Key in User ID, User Name, Password, Default Store, and Security Group

Click on the SAVE button

User Security:  Tools > Administration > Security > User Security

Use Find User By to bring up your User list

DBL Click on a User - User Properties window will appear

When Security Model = Restricted Access the following steps will add permissions.

When Security Model = Full Access the following steps will remove permissions

Click on PERMISSIONS button

Click on each module icon one by one that you want to provide access to

Within each module, programs associated with that module will appear.

Within each program you can turn on or off certain permissions in the USE column.

Check each ability (Display / Delete / New / Update) to add or remove access

Once done, click SAVE button and your user permissions are saved.