About setting up inquiry security
You control which employees can view and maintain inquiries according
to the way you set up security for security groups (Company
> Security > General
tab and Inquiry tab).
You can set up security in one of the following ways:
In addition, you can limit the information
principals-in-charge and project managers see on their inquiries.
Allowing complete
access to view and change all inquiries
You want to allow security group members to be able to change all existing
inquiries and save new custom inquiries, giving them the same rights as
an administrator.
After clicking Company >
Security and
selecting a security group, do the following:
- On the General
tab, select the Manage custom reports
and inquiries check box.
Specifying which
inquiries employees can view
You do not want security group members to be able change inquiries,
but you do want them to be able to view certain inquiries.
After clicking Company >
Security and
selecting a security group, do the following:
- On the General
tab, clear the Manage custom reports
and inquiries check box.
- On the Inquiry
tab, use these check boxes for each inquiry as follows:
|
Allowed
|
When you select this check box, security group members can see links
from other inquiries to this inquiry. However, they cannot see the inquiry
on the Inquiry menu unless you also select the Show
on Menu check box.
|
|
Show on Menu
|
When you select this check box, security group members can see the inquiry
on the Inquiry menu. Ajera automatically selects
the Allowed check box as well
so they can also access this inquiry from links in other inquiries.
|
Example
1
You do not want members of a security group to see the Transaction - All
or Phase inquiry on the menu. However, you do want them to be able to
jump to the them from the Project inquiry. You set up security on the Inquiry tab as follows:
|
x
|
|
Transaction\Transaction - All
|
|
x
|
|
Project\Phase
|
|
x
|
x
|
Project\Project
|
In this case, the Project inquiry appears
on the menu and the Transaction – All and the Phase inquiries are available
only through a link from the Project inquiry.
Example
2
You want members of the Principals security group to have access to
the Bank Entry inquiry, but you do not want them to have access to the
GL Entry inquiry, even though there is a link to it from the Bank Entry
inquiry. You set up security on the Inquiry
tab as follows:
Limiting information for
principals-in-charge and project managers
A quick way to display only relevant information on inquiries for principals-in-charge
and project managers is to select the View
my projects only check box on the General
tab (after clicking Company >
Security from the main menu and
selecting a security group). Security group members who are project managers
or principals-in-charge can see information pertaining only to their own
projects.
| Note: |
In addition,
when you select this check box, security group members can access only
their own projects in the Project Command Center and on the Time by Project
tab in Manage > Time & Expense. |
See also
Setting up inquiry security
|
