Some firms require a level of security controlled by
Division.
Divisional Restricted Views can be used to limit access to
documents, customer information, and some report output according
to the divisions available to the operator.
This is useful when multiple divisions maintained within a single
company are operating independently of each other, almost like
separate stores or franchises.
Note: When the external 'Authentication' feature is enabled in the Texada Support Parameters this "Divisional Restricted Views" processing is disabled and the operator is redirected the to the User Management Menu on Texada Web.
The restricted views by Division security is based on Access
Codes that set the data tables for the divisions that can view
them.
The appropriate Access Codes are then assigned to each Operator, or
across entire divisions.
This helps to maintain confidentiality of the separate divisions'
performance, reporting, customers, rental agreements, etc.
This division control allows groups of operators to be given
access to all or to selected divisions, and to all or to selected
data modules.
e.g. Generally Counter staff would always be restricted to their
Own divisions, but Accounting staff may require access to All
divisions.
If your firm does NOT wish to utilize this feature, create a
single Access Code 'ALL' with division Access Values
of 'ALL' for all data modules.
Then setup each employee in Operators,
with Access Code 'ALL'.
The restricted views can be maintained in the Divisional
Restricted Views window on the Security tab of the Configure System Settings.
An operator must be assigned a Security
Role that allows permission to the Security - Divisional
Restricted Views in order to access this table.
The prompts to setup the Access Codes with the Data Tables and Division Values are as follows:
ACTIONS:
Additional actions provided by buttons on
the Divisional Restricted View screen include:
Assign Access Code to Division:
These Access Code can
now be assigned to entire divisions in Divisions.
Delete a Restricted View Access Code:
The DELETE button is only active when the role
assigned for the operator in Operators has
permission to delete Restricted View Access codes.
The role permission is setup in Security
Roles on the Security tab of Configure System Settings.
Click on the DELETE button at the bottom of the screen and select an Access Code to delete, as outlined in Delete Divisional Restricted View.
An existing Access Code record can only be deleted if it is not
currently assigned to a Division or Operator.
The option to remove the code from divisions and operators is
provided.
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