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:
- Select Process Details to accept and to update the
operator access codes in Operators.
- Select Return to Details to return to the list of
operators to review and make additional changes.
- Select Abort Changes to abort any changes to the access
codes for the operators.
Access Codes can also be assigned to individual employees in
Operators or to entire divisions in
Divisions.
Topic Keyword: DSOA01