We understand that your company has employees who work in different departments and who will be using Elecate in exclusive ways. For example, you only want your sales team to have edit rights for the sales orders, your warehouse manager to be able to adjust inventory counts, and your dispatching coordinator to be responsible for shuffling schedules. You certainly would not want someone in the warehouse making changes to staff schedules, sales staff manipulating inventory counts, or dispatching managers adjusting sales orders.
To prevent unnecessary changes and headaches, users with administrator rights can set the security settings for users with more specific rights.
Go to the Windows icon and click on Setup Security.
Once you click it, you will see the controls outlined in fuzzy pink.
This means that you can set the permissions on any of these outlined items. Now, if you open any window in Elecate, you will see icons and buttons outlined in pink.
For this example, you will see how to set the permissions on the Delete button for event orders. Most companies opt to reserve delete rights to only top-tier management. This significantly minimizes when employees delete events by accident. If events are deleted, it often makes reporting more challenging.
When you open an event, locate the Delete button, right-click and select Security Setup.
You will see the Setup Security window pop up.
This is where you can set security by the Roles or by the individual. It is most common to set the Roles first, and if you want to override that later, then you can go in and open or close permissions for that specific user.
Go through the list of Roles and set the permissions.
None = The users with the role you select won’t even see this control (it will be invisible).
Read-Only = The users with the role you select will see the button but it will not be functional (locked).
Full = Any user with the role you select rights you set to Full has full functionality of this button.
For our example, we set the role “Sales” to “None,” meaning anyone with the assigned role Sales will not be able to see the Delete button in this window.
** To set users’ roles, click on the Windows icon and click Network Users. Find the user and double-click to open their record. Click on the Assign Roles tab and assign them a Role or Roles. For our example, this user (Test) is assigned the Sales role.**
When you have finished setting all the roles, click Ok. Notice that the Ok (aka Save) button also allows you to set permissions. You may choose to only allow certain people Save rights for this window, or any other.
We (the Administrator) will then turn off Security Mode by clicking on the Windows icon and selecting Setup Security again. You will see the pink fuzzy outline disappear.
For demonstration purposes, we will then sign out of Elecate as the administrator and sign back in as the Test user. You will see that, after navigating back to the same window, there is no Delete button.
Administrator sees: User (with Sales role, and permissions “None” for the Delete button) sees:
The administrator can set permissions on ANY button, drop down, or function in the system.