How to Use Operation Access Editor

 

The Operation Access Editor is used to assign required permissions to Groups, Roles, or Users.

 

Permissions have a multi-level structure:

Level 1: Module Permissions

Level 2: Menu Permissions

Level 3: Security Permissions

Level 4: Security Permissions

 

This feature is available in the following screens: Edit Role, Edit User Group and Edit User.

 

Below is a description of each module, including their submodules and sections. The description breaks down and defines, if selected what each module, sub-module and section of that particular sub-module will provide to the user's permissions within the application.

 

Use the following steps to modify Operation Access:

 

1.  In the Security Access section, click on the Operation Access drop-down menu to select the Custom option. The Edit Operation Access button becomes available.

 

 

2. Click on the Edit G/L Access button. The Operation Access Editor dialog box will display with top level modules.

 

 

3. In the Operation Access Editor dialog box, select or deselect any of the available options.

 

To

Then

Expand All

Click on the Expand All button to display all available levels.

 

Collapse All

Click on the Collapse All button return to top level module view.

 

Deselect All

Click on the Deselect All button to make all available permissions turned off.

 

Select All

Click on the Select All button to make all available permissions turned on.

 

Expand single branch

Click on the chevron button  to expand single branch in a tree view.

Collapse single branch

Click on the chevron  button  to collapse single branch in a tree view.

 

4. Click on the Save button to close the Operation Access Editor dialog box and save the Permission settings in session memory or click on the Cancel button to close the Operation Access Editor dialog box, without saving changes.

 

Click on any of the following to return to the previous process being worked:

How to Create a Role

How to Create a Role Using the Copy Feature

How to Modify a Role

How to Modify a User

How to Modify a User Group

 

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