Access Levels Single Dialogs Workspace

Use this workspace to set up and maintain the access levels that you use to control your users' access to specific records.

For each user, you can grant access to the jobs, customers, companies, invoice entries, and so on that are relevant to that user's role. You can control access to static information, such as customer and job information, and transactions, such as G/L entries and orders.

In this workspace you set up a hierarchy of access levels, with top levels, sub-levels, and sub-sub-levels. If a user has access to a level, that user has access to all of the levels below it in the hierarchy.

You create the access hierarchy by assigning a list of sub-levels to each access level. You must create each sub-level as an individual access level, which can then have a list of sub-levels itself.

For a list of the areas of Maconomy that are subject to direct access control, see the listing of relations with direct access control in the Maconomy Database Description.

For each user name that you create, you can enter a list of access levels to which that user has access. This means that the user is granted access to the jobs, customers, companies, and so on assigned to these access levels or their sublevels. As a result, the user can, for example, view and enter information about a given company in the Company Information workspace, and create jobs with that company as the settling company. Note that this access control model only applies if the standard access control configuration has not been changed in your Maconomy system. If it has, the access to companies may depend on other factors. By means of indirect access control, a user is also indirectly granted access to entries in Maconomy's database that refer to entries to which the user has access. For more information about the standard access control configuration and direct and indirect access control, see "Introduction to the Access Control System."

You grant users access to the individual access levels in the User Access Levels workspace. When you assign a user to a given level, that user has access to referring to all jobs, customers, and vendors assigned to the selected access levels or any underlying levels. An underlying level can, for example, be the sublevel of a sublevel.

In the Company Information workspace, you can also assign an access level to a company. If you specify an access level for a company, a user can only see information assigned to that company if you have granted access to the access level in question to that user. This functionality is described in more detail in the "Introduction to the Access Control System."

For auditing reasons, you should print out and file the access levels each time that you make changes in this workspace.