by RetailEdge Moderator » Tue Jan 24, 2006 2:49 pm
To set up security you should perform the following: Edit the Clerk List by choosing Clerk List from the Tools menu. Every clerk should have a password. If they do not have a password, you should either assign one to them or have them type in a password. All passwords will be displayed in the password box at a series of asterisks. Edit the Security Action List by choosing Options from the Tools menu and then pressing the Action List button on the Security tab. The Action List will allow to edit the User Level for every RetailEdge function. RetailEdge is set up with a number of user level defaults (0,20,40,60,80). DOUBLE CHECK the default user levels to ensure that they are User levels can be set anywhere from 0 to 99 in increments of one. The user levels are broken into groups (register, inventory, customer, reports, and utilities). You can change the viewed group by clicking on the Group drop down box and choosing the desired group. Once you have edited the Action List, press the OK button to save your changes. Then check the Turn Security On checkbox and press the OK button. RetailEdge will ask you to provide your Clerk ID and Password. Note: If you have Turn Security On checked and NOT Track Clerk IDs, RetailEdge will not track Clerk IDs if the User Level for the sales function is set to 0. However, if the User Level for any sales function is not set to 0, then RetailEdge will ask for a Clerk ID and password for these functions and will track clerk IDs.