How To Create User Security Setup

Overview: User Security Setup connects the User to the source table and allows for specification of the Field Level and Data Security Codes.

1) From the menu select User Security Setup and click New. Leave User ID blank and enter Source Table 18 Customer.

By setting up a record for the blank user, this will be the default value for all users not otherwise specified. This allows for setting up a default setting that is most restrictive and then opening up permissions only for the users that need additional access.

2) Click New again and enter the user Id for the current logged in user, then select a Field Level Security Code and/or a Data Security Code.

To see how to set up the Field Level and Data Security Codes used in this example, see the following How-To documents:

How To Create a Field Level Security Code for Fields and MenuItems (RTC)
How To Create a Data Security Code

Logged in as the user Test, the Customer Card would appear as below with some fields being editable and only the Statistics button enabled.

For all other users, ALL of the fields and buttons would be disabled due to the blank user setup for source table 18.

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