Access security levels
|
Security Level |
System Menus |
Customers |
Billing |
AR/Cash |
Events |
|---|---|---|---|---|---|
|
0 – No Access |
Menu item is grayed (under File Menu) |
Module does not appear on the menu |
Module does not appear on the menu |
Module does not appear on the menu |
Module does not appear on the menu |
|
1 – Basic Display Only |
Module appears on the menu |
Module appears on the menu. Main display window enabled with other options grayed. Find is the only function available on the display window. (Committee system is also enabled, if included in license) |
Module appears on the menu |
Module appears on the menu; all menu items except main display window are grayed. Find is the only function enabled on display window. Batch is available, if set up. Print Transaction journal is enabled. |
Module appears on the menu |
|
2 – Reports |
No effect |
Report option on module menu becomes available. |
Report option on module menu becomes available. |
Report option on module menu becomes available. |
Report option on module menu becomes available. |
|
3 – Limited Entry/Edit |
No effect |
New and Edit Functions are enabled. |
Payment and Credit menu is enabled. New and Edit functions are enabled. |
New and Edit functions are enabled. Orders is enabled if order level is 3, otherwise, order permissions follow AR level. Orders cannot be edited. |
No effect. |
|
4 – Full Entry/Edit |
No effect |
Delete Function is enabled. ** |
Billing is enabled. Delete function is enabled. ** |
Month End Procedures option becomes available. Delete function is enabled. ** |
Registration window becomes available. New, Edit and Delete functions are enabled. |
|
Specific Types |
No effect |
Editing capabilities restricted to specified Member Types |
No effect |
No effect |
No effect |
|
5 – Table Maintenance |
User/Password window enabled. Organization window enabled. |
Table Maintenance option on module menu becomes available. |
System Setup option on module menu becomes available. |
Table Maintenance Option on Events menu becomes available. |
Events window becomes available. Table Maintenance Option on Events menu becomes available. |
|
6 – Report Changes |
No effect |
No effect |
No effect |
No effect |
System Setup option on module menu becomes available. |
|
8 – System Setup |
iMIS Utilities enabled. Run enabled. Open Application enabled. |
Utilities> System Setup option on module menu becomes available. |
No effect |
System Setup option on module menu becomes available |
No effect |
**The Delete function is enabled only if the Allow Delete from Customer Portfolio option is enabled on the Customer Setup - Basic Options window (from Customers, select Set up module > General, and click Basic Options).