Divisional Restricted Views

Some firms require a level of security controlled by Division.
Divisional Restricted Views can be used to limit access to documents, customer information, and some report output according to the divisions available to the operator.
This is useful when multiple divisions maintained within a single company are operating independently of each other, almost like separate stores or franchises.

Note: When the external 'Authentication' feature is enabled in the Texada Support Parameters this "Divisional Restricted Views" processing is disabled and the operator is redirected the to the User Management Menu on Texada Web.

The restricted views by Division security is based on Access Codes that set the data tables for the divisions that can view them.
The appropriate Access Codes are then assigned to each Operator, or across entire divisions.
This helps to maintain confidentiality of the separate divisions' performance, reporting, customers, rental agreements, etc.

This division control allows groups of operators to be given access to all or to selected divisions, and to all or to selected data modules.
e.g. Generally Counter staff would always be restricted to their Own divisions, but Accounting staff may require access to All divisions.

If your firm does NOT wish to utilize this feature, create a single Access Code 'ALL' with division Access Values of 'ALL' for all data modules.
Then setup each employee in Operators, with Access Code 'ALL'.

The restricted views can be maintained in the Divisional Restricted Views window on the Security tab of the Configure System Settings.
An operator must be assigned a Security Role that allows permission to the Security - Divisional Restricted Views in order to access this table.

The prompts to setup the Access Codes with the Data Tables and Division Values are as follows:

SEQ

Sequence numbers are automatically assigned to track and organize the records in the file.
Multiple records can be entered.

CODE

Enter the code.

DESCRIPTION

Enter a description for this code.

BULK ADD TABLES

When a new Access Code is first created, the window to assign the tables to the Access Code is generated as outlined in Divisional Restricted View - Bulk Add.

DETAILS

Once the Tables have been populated the values can be reviewed and modified.
Window on the details field to setup and view the modules accessible by any operators that have been assigned this Access Code, according to the divisions as outlined in Access Values.

Finished?

Click ACCEPT to accept the Restricted View Access Codes entered.

ACTIONS:
Additional actions provided by buttons on the Divisional Restricted View screen include:

• Assign Access Code to Operator:
  Click the ASSIGN button to assign the Access Codes to individual operators, as outlined in Assign Divisional Restricted Views to Operators.
  This information can also be updated in Operators.

• Assign Access Code to Division:
  These Access Code can now be assigned to entire divisions in Divisions.

  Restricted Access Exceptions
  No restricted access by division applies in the following areas:

  • Posting programs (excluding Daily Close 2)
  • General Ledger module except the G/L Account Inquiries
  • Set-up utilities
  • External Branch transfers
  • House Keeping utilities
  • Bulk Disposals process
  • Purge paid A/R open items
  • Order Billings inquiries
  • Contract Billings inquiries
  • Work Order Billings inquiries
  • Customer Account Balance Total displays
  • Contract/Reservation inquiry by product
  • Maintenance provision
  • Time Utilization
  • Inventory Clean-Up export
  • Some Automated Reporting jobs

• Delete a Restricted View Access Code:
  The DELETE button is only active when the role assigned for the operator in Operators has permission to delete Restricted View Access codes.
  The role permission is setup in Security Roles on the Security tab of Configure System Settings.

  Click on the DELETE button at the bottom of the screen and select an Access Code to delete, as outlined in Delete Divisional Restricted View.

  An existing Access Code record can only be deleted if it is not currently assigned to a Division or Operator.
  The option to remove the code from divisions and operators is provided.