Using Security

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How to Use Security

 

The first step to activate security is to run  Security from Processing > File Maintenance > Employees >

user Security and Levels.

empsec

 

You may need to enter a password to enter the Program. If this is the first time you have used Security,

Try User Name: Manager and Password: Pass. If you have a problem getting in with this password, email me

and I will give you a Back Door Password.

 

After you have loaded the Security Browse Table, you need to delete the trial Version Users and add the users

in your company and set their access levels. The Higher the Access Levels, the greater their permissions will be.

 

EXAMPLE: The Owner (You) Level 9 - Your Office Person Level 6 - Technicians Level 1 -

Clerks/Order Takers Level 3.

 

These are suggested levels, after you have used Security you will be more able to determine your own user levels.

 

Press Insert to Add New User - Important, Users must have already been entered in the Employee Table.

Pressing the Right Mouse button will give you a list of Users entered in the Employee Table. If the Employee you

wish to add to Security is not in the list, you must go to Employees > Browse Employee File and Add them.

 

empsecadd

 

 

 

It is recommended you just use the Last Name Field to save time when logging in. If you fill out both First and

Last Name, the user will have to enter both of the items to Logon.

Enter a password of up to 8 characters, or have the Computer Generate a Strong Password for you.

 

Next set the user level to what is appropriate for their position. Then Save the Information.

 

After you have entered all your Security users you need run Processing > Control > Login

Security

To activate security, you need to check Use Secure Login for the modules you want to activate.

I would recommend enabling all of the Modules, and you will later see advantages to having all enabled.

When you are ready, save the configuration form by clicking Ok.

secure5

 

On the Fly Security (RunTime)

secimage

The Garage Partner allows On the Fly security settings, which means you can set the desired security

level from with the program. You will need to be logged in as a Level 9 User to set any of these levels.

When you log on, you will notice a yellow Lock seclock on the Toolbar Menu. this Lock is only active

for a level 9 User.

Now let's say you want to protect your customer list from being deleted, unless you approve (Override).

Access any customer record by clicking change from the customer list. As soon as the Update form appears,

click the Lock on the Toolbar.

After you click the Lock, a runtime security screen will appear. you can restrict access to the entire window,

or individually restrict Insert Change and / or Delete.

 

For Reports

-- Press the Shift Key while clicking on the Menu Item for the report. This will bring up the

Security window in 90% of the reports.

Exceptions

If the report calls a window first, you may be able to click the Lock after the window opens

so that it will protect the  window that calls the report.

 

Manager Override

 

This allows you to take over an employees keyboard, enter you password, and allow certain customers to be deleted.

the following windows show a manager override

 

You can protect almost every level of access in any of The Garage Partner Modules. Just remember, that if you

leave a module logged in as a Level 9, any one has full permissions. the only time you would log in as Level 9,

is to perform security maintenance, or in some instances for End of Period Processing.