Security ID

Once user groups are set up, the groups must be assigned to at least one (but possibly more) security ID. Certain menu items and transactions can then be limited to a certain security ID.

Continuing with the example started in Group (see User Profile - CR), suppose you have determined the functions that require restriction and have set up user profiles and groups accordingly. You might then set up a security ID called “Dispatch” for all users that should have access only to that function, and so on. Notice that users in “SysAdm” (system administrators) have unrestricted access.

Security Function	Security ID	Groups	Description
Main Menu			You do not need to assign security to a menu/option/item when everyone has access.
Setup Menu	Setup	Setup, SysAdm	Only members of Setup or SysAdm can access Setup functions
Customer and Route Services Menus	CSR	Setup, SysAdm, Acctg, ActMgr, Admin, CSR, CSR-Temp, Other	Everyone.
Dispatching	Dispatch	Setup, SysAdm, Acctg, ActMgr, Admin, CSR, Dispatch, Other	Everyone except CSR-Temp group.
Sign-On	CSR	Setup, SysAdm, Acctg, ActMgr, Admin, CSR, CSR-Temp, Other	Everyone except for users in the group “Dispatch” have access to Sign-On option.
Accounting	Acctg	Acctg, ActMgr, SysAdm	Only users in Acctg and ActMgr groups (and System Administrator) have access to the Accounting menu/options.
CRControlTotals	ActMgr	ActMgr, SysAdm	Only Accounting Managers (and System Administrator) have access to “modifying payment control totals”.

To define a security ID:

1. In character Circulation, select Security ID from the Security menu to display the Security Setup screen.

   
2. Select Add and complete the following fields.

   Field	Type	What to enter
   SECURITY	open (15)	Enter a unique security ID.
   DESCRIPTION	open (30)	Enter a description of this security ID.

3. Select Specifics | Security Group to link the security ID to one or more user groups (see below).

4. Select Accept to enter the security information into the database.

5. Set up more security IDs, or press F4 and select Exit to exit to the Setup menu.

Specifics, Security Group

Select this specific to link user groups to the security ID that is being defined.

To assign user groups to security IDs:

1. Select Specifics | Security Group from the Security Setup screen to display the Security Group Setup screen.

   
2. Select Add and complete the following fields.

   Field	Type	What to enter
   SECURITY	display	The security ID from the Security Setup screen displays.
   GROUP	setup	Enter a group that should be included in this security ID.

3. Select Accept to accept the security ID/user group link.

4. Link more user groups to the security ID, or press F4 and select Exit to exit to the Security Setup screen.