Assign Divisional Restricted Views To Operators


System Maintenance Menu -> Configure System Settings -> Security -> General Settings -> Divisional Restricted Views -> ASSIGN button -> Assign Divisional Restricted Views To Operators

This utility can be used to review and to update the Access Code assigned to the operators.
It can be accessed from the ASSIGN button within the Divisional Restricted Views utility on the Security tab of the Configure System Settings.

The prompts are:

ACCESS CODE
Enter the Access Code or select one from the Divisional Restricted View Search window.

DESCRIPTION
The Access code description displays.

OPERATOR NAME
Leave this field blank to list all operator codes, or enter any portion of the employee/operator name to view any operators with this letter combination.

Note: The ability to see a list of operators currently assigned to the Access Code can be viewed in the search window on the Access Code field.


Operator Details
The operators that match are displayed as follows:
SEQ
Sequence numbers are automatically assigned to track and organize the records in the file. Multiple records can be entered.

DIV
This field only applies when firms are using the Operators by Division feature. It then displays the relevant division code for the operator record.

OPR
The operator code is displayed as setup in Operators.

NAME
The operator name is displayed.

ASSIGN
Operators already given access to this Access Code will be marked with a check.

Check the corresponding box to give the operator access according to this Access Value.
Uncheck the box to remove the Access Code from the operators Restricted Views access list.

The ASSIGN ALL and CLEAR ALL buttons can be used to speed up this process, as explained below.

ASSIGN ALL
Click on this button to check all operators listed on the screen, assigning them access to this Access Code.
Individual records can still be unchecked as required.
CLEAR ALL
Click on this button to uncheck all operators listed on the screen, removing the permission flags for this Access Code.
Individual records can still be rechecked as required.

Finished?
When the operator list is correct, click ACCEPT.

Confirmation Screen
Select one of the following:

Access Codes can also be assigned to individual employees in Operators or to entire divisions in Divisions.


Topic Keyword: DSOA01
Converted from CHM to HTML with chm2web Pro 2.85 (unicode)