Set user permissions

User permissions are part of your system’s security. To protect sensitive business data, you can control which pages each user can use. Use the User Permissions (PERM) page to set permissions for individual users. You can access this page from the User Management (USER) page.

You can only set permissions for users who do not belong to any group other than theSTANDARD group in the User Permissions (PERM) page. For users who are part of any group other than the STANDARD group, you can only view the permissions and not change the permissions in the User Permissions (PERM) page. Use the User Permission Wizard (PERMWIZ) page to configure the permissions of users who belong to one or more groups.

To set user permissions for users who do not belong to any specific group

1. Select the user.

2. On the Toolbar, click More Actions.

3. Select More Actions > Actions > Permission.

   The User Permissions (PERM) page appears.

   The User Permissions (PERM) page lists the pages for which the user is assigned permissions, in the grid under the Permissions section.

4. To change the pages displayed, in the View Mode area, click:

   • Full: To view all the pages including the pages for which the user is not assigned any permission.

   • Permitted: To view only the pages for which the user is assigned permissions.

5. In the Company list, select the company number to change the company for which you want to view the user’s permissions.

6. Set the permissions:

   • On the grid toolbar, click Grant All, to grant permission to access all pages.

     You typically grant permission to all pages only to Administrator users.

   • To grant permission for only a small set of pages:

     • On the grid toolbar, click Revoke All.

     • Select the page or group parent row.

       To locate a page, in the blank field under theMnemonic column, type the page’s mnemonic. Use the % wildcard character in the blank field at the top of the Mnemonic column to locate pages that match the wildcard character. For example, type %EFT to view all pages whose mnemonic contains EFT.

     • Select the check box under the appropriate permission column to grant that permission to the user.

       If you select or clear the check box in a parent row, all the child pages inherit the parent’s permissions.

       On the grid toolbar, clickCheck All to grant all permissions for the selected row.

   • To restrict permission for a single page or group of pages:

     • Select the page or group parent row.

       To locate a page, in the blank field under theMnemonic column, type the page’s mnemonic. Use the % wildcard character in the blank field at the top of the Mnemonic column to locate pages that match the wildcard character. For example, type %EFT to view all pages whose mnemonic contains EFT.

     • Clear the check box, for each kind of access to restrict.

       On the grid toolbar, clickUncheck All to clear all the permissions for the selected row.

7. On the Toolbar, click Save, to save the permissions.

   The message, User Permission has been modified. Screen will auto refresh in <number> seconds. appears.

8. Close the message window.

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