Printer Setup

Application Overview

See chapter titled Printing System

Password Setup

Application Overview

The Elliott password system is a multi-level system that uses five related types of password protection.  This application also provides for user maintenance and adding new users.  Understanding the types and relationships can provide you with pinpoint control for security and user access rights.  The five types of protection are:

1.        Menu Level Control

This application allows you to assign user name/password restrictions by company, by package, and by application.  Each pull-down menu selected can be fully or partially restricted.  If the user does not have access to a menu selection then that section will not be viewable.

2.        Global Security Control

These are default controls for features that are not accessible as a menu choice and for the COP functions of “Create Credit Memo” and “Delete Orders.”

3.        User Global Security Controls

These controls are at the user level and designed to override Global Security controls.

4.        Supervisory Relationships

This establishes an organizational tree by supervisor and allows certain user access rights to flow upward to the supervisor.

5.        Event Security

These security controls apply to Template Maintenance and adding New Event Subscriptions.

When you receive your Elliott software, the system has no passwords.  Passwords may be enabled or disabled at any time.  When the password system is enabled for the first time, a new password file will be created with only one user, SUPERVISOR.  SUPERVISOR is given a blank password and access to all packages in the system.  Initially, only the User Name SUPERVISOR will be allowed to add, change, or delete passwords from the system.  For this reason it is important that you enter a password for SUPERVISOR.  It is also important that the User Name SUPERVISOR and the password be restricted to only those with authorization to maintain passwords until you refine your password system.  If using Multi-Companies, passwords may be assigned to all companies or to individual companies.

By default, only “SUPERVISOR” can access the “Password Setup” function.  As needed, key users may be given the rights to maintain and assign passwords and make themselves as a supervisor equivalent.  

For non-supervisor users, when they access “Password Setup” on the main menu means this user intends to change their password.  A window will pop up that prompts the user for the old and new passwords.  Once the old password is confirmed, the password is changed for the user.

Run Instructions

Enabling/Disabling Passwords

The Password On and Password Off capabilities are controlled from the Password Setup application in the Util-Setup pull down window.  Select Password Setup from the following screen:

Select Password Setup

From the Password Menu select Password On to enable passwords.

Password Enabled Confirmation

You are now ready to add users and assign rights by User Name.  This User Name may be a department, a specific application, or an individual.  Select Change mode and enter the User Name.  If the User Name is not found, you will be prompted to add this user.  Answer Y to add.  Additionally, you can use the F2 Key to copy from Supervisor to user and as users are added, copy from user to user.  If you are using multiple companies, then the F3 key will allow you to copy password information for a user from one company to another.  The F7 key will bring up a search window.

Next, enter the Company Number that the User Name will be assigned access privileges.  Either a single Company Number may be entered or press RETURN for All companies.  Assign a password associated with this User Name and complete the user profile information (Content Fields).  If no password is required, press RETURN when the prompt is at Password.  This can be changed as often as needed.

                                    Relates to default values set for Event Restrictions in System File Maintenance

Function Keys: 

F1                    Display Next Pkg to which user has rights.  Does not apply in initial user set up.

F2                    Delete User.

F3                    Change Password.

F5                    Policy – allows changes to password policy for this user.

F7                    Display Packages – used to select module for which you want to define passwords.

Up-Arrow         This allows change to the user content fields.

Alt-X                 User level security control for access to Events.  This level overrides Global Security Setup and the “Y” or “N” flag in the user profile information field.

                                                                        Alt-X will be discussed in Event Security.

           NOTE:                            The user SUPERVISOR cannot be deleted from the password system.

                                                                        If you are working in the tutorial company, passwords are never in effect.

Entry Field Descriptions

Copy User Entry Fields

Copy User Company Entry Fields

User Security Policy

In order to activate the Security Policy, you must bring up SUPERVISOR in change mode and press F5.

Once this has been enabled, then you can set the security policy for individual users.

User Password Policy Fields

Salesman Security

See the section titled Salesman Security in V7.3.