Field Security
You may want to establish security for certain devices, companies, publications, rate codes, source codes, billing methods, auto renew types, districts, reason codes, and miscellaneous charge/credit codes. When a user enters any of these fields, the only valid choices will be the ones for which the user has security clearance. For example, you may have a special “half off” rate linked to a reason code—but only a district manager may be able to enter the code.
District security is also used at the route level in some cases. Only routes in districts for which the user has security can be entered in:
Find for routes in Route Service
Batch draw changes
Group draw changes (the draw change batch will only contain routes in security-accessible districts)
Updating pending draw, when selection type is “route”
Returns
Draw adjustments
Note: Publication security affects not only what publications can be entered in Product fields, but also whether Customer Service transactions for the publication can be deleted or modified.
To establish field level security for any of these fields:
Select System | Security | Field Security display the Field Security window.
Click the Add Field Security icon and complete the following fields.
Field Type What to enter FILE NAME
predefined
Indicate the field for which you are setting up security.
FIELD NAME
display
The name of the field selected is displayed.
TRANSACTION TYPE
predefined
If you are setting up security for a reason code, select the transaction type for which the security applies (such as “start”).
FIELD VALUE
setup
Enter the particular field value for which you are setting up security.
PRODUCT
setup
Specify a product or enter “*” for all products.
SECURITY
setup
Enter the security ID for this field value. The value will only be available (and be displayed in lookups) for users who are included in this security ID.
Click OK to apply this security ID to the field.
Click Add Another to set up security for other fields or values, or click Cancel.
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