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Security Names
Working with permissions - Screen BS414S04
To display this screen:
In screen BS414S01, click the Permissions button
In this section
About permissions
When a Bank Account is added to the database, the system assigns it to the user creating the new account as OWNER.
If Password Protection is OFF, then ownership is immaterial, as the
system is completely open to anyone using the system.
When Password Protection is OFF, ALL new Bank Account will be assigned to the System Administrator.
If Password Protection is
switched ON for the first time, there is normally only one User - the System Administrator.
The System Administrator
will be owner of all accounts, and can set up new User Profiles and assign permissions as required.
When a User creates a new account they are assigned ownership by the system.
The System Administrator has access to ALL accounts.
The System Administrator has the responsibility of editing new Bank Account profiles and re-assigning ownership and permissions, if
necessary.
The Checkboxes for setting Permissions
checkbox - Owner
This checkbox is hidden to all users except the System Administrator
Check this box to assign the Bank Account to another owner.
When the Owner button is changed from un-checked
to checked, the Ownership will be given to the selected User, and in the same action, taken from the current owner.
Note that each account can have only ONE owner.
The OWNER of an account has full permissions.
checkbox - Write
Check to give this user permission to add, edit and delete transactions in this Bank Account.
Note that if a user has been granted WRITE access, then they will also have READ access.
checkbox - Read
Check to restrict this user to Read Only access to this Bank Account.
To make the account Read Only:
a) the Write flag must be UN-checked and
b) the user can not be designated as Owner of the account
checkbox - Allow transfers to this account
Check to allow this user permission to do transfers TO this account.
If the user has WRITE permissions,
then the user already has the rights to do transfers to this account.
The system looks at the WRITE setting. If WRITE is allowed then the Allow transfers to this account setting is ignored
checkbox - Allow override of Protected Transactions
This setting is related to the warning message which
appears when changes to a protection transaction are attempted.
Check to give this user permission to override the system.
User will have the option to CONTINUE the operation (edit or delete).
Screens used in program BS419
- BS414S01 - The initial screen
- BS414S04 - Working with permissions- This page
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