Setting Security Levels is essential for proper database security. TeleTracker Online provides for the custom configuration of individual User security levels and their permissions to access records and functions.
Security Levels must be configured in two areas of the program.
(1) Click Master Files, then Users. The User must have a security level set in the Security Level field.
(2) Next, click View, Security Levels. This will bring up the Security Levels window.
The Security Level set in the User Master File references the Security Levels set within this window. There are 5 buttons on the left column of the Security Levels window. Each button contain numerous links beneath it. Each link represents a particular form or function within TeleTracker Online. This window is where you configure TeleTracker Online and decide what functions and forms a User is permitted to access. The Security Levels identified in each button / link of the Security Levels window directly reference the Security Level assigned in the User Master File.
Any level above the number 0 will automatically include the privileges of all Security Levels beneath and including the number chosen. For example, assigning a Security Level of 3 would automatically include the privileges associated with the Security Levels of 0 through 3, assigning a Security Level of 50 would automatically include the privileges associated with the Security Levels of 0 through 50, and so on.
Example: Click on the Transactions button. Click on the Invoice link. Suppose the Add security field is set to 10. A User with a security level of 8 will NOT be able to add a new invoice. The User must have a security level of 10 OR HIGHER to add a new invoice. In order to insure the security of your data, it is highly recommended that each tab be carefully addressed.
The Security Levels in TeleTracker Online are completely customizable. The following steps may be helpful when creating your security levels.
Step 1: Group your employees in hierarchical groups of Users; such as Employees, Store Managers, District Managers, etc. Users in the same group will be assigned the same security level and have the same the security permissions.
Step 2: Assign each group of users a security level. The security level can be from zero (0) to ninety-nine (99). The more security permissions the group has, the higher the security level assigned to that group. Example: The Store Manager will have a higher security level than the Employee. Note: The owner of the company should maintain a security level of 99.
Step 3: Security levels are assigned to each User of TeleTracker Online. Click Master Files > Users. Open a specific User. Here you will assign this User a Security Level. If this User is a Store Manager, you will assign them the security level you predetermined your Store Managers to have.
Step 4: Finally, you must configure TeleTracker Online with the security permissions that each group of Users has. Click on View > Security Levels > Forms.
Lets look at an example using the information created above:
Employee security level = 10
Store Manager security level = 15
Click on the Master Files button in the Form Security Levels window. Click on the Customer link. For example, set the first field, ADD to 15. You have now configured TeleTracker with your desired security permission for adding a customer. In order to ADD a customer, the user must have a security level of 15 or higher. The employee with a security level of 10 will NOT be able to ADD a customer.
It is essential to go through each of these button / links and configure TeleTracker Online with your security permissions using the security levels you predefined above. In order to insure the security of your data, it is highly recommended that each tab be carefully addressed.