Creating Access Keywords

You implement access keyword security in three stages:

  1. Create and populate the ACCESS_KEYWORDS general lookup/validation table.
  2. Assign the access keywords to the customer information areas you wish to secure. The customer information areas to which access keywords can be assigned include:
    • Custom windows
    • Reports
    • Activity records
    • Financial tab within Customers
    • Fundraising tab within Customers
    • Customer address information
    • Customer status information
  3. Assign one or more access keywords to each user to enable access to the protected information.

Note: You need a Sys mgmt authorization level of 8 and database owner privileges to assign access keywords.

To create access keywords

  1. Create a general lookup/validation table named ACCESS_KEYWORDS.
  2. Enter access keywords according to these restrictions:
    • Do not enter an Expansion for access keywords.
    • To hide custom windows from certain users, add the keyword HIDDEN.
  3. Restart iMIS Desktop after creating the access keywords.