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:

1. Select System | Security | Field Security display the Field Security window.

   
2. 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.

3. Click OK to apply this security ID to the field.

4. Click Add Another to set up security for other fields or values, or click Cancel.