[glowfish]

Not sure what is going on when you log in and log out. It asks for your user name and password. Does that mean that it has automatically logged you out or do you need to sign in to logout? Also, when it says that there an employee is unauthorized how do we override that without logging out or is that they only way? Starting to play with clerk security and running into all sorts of fun issues. I am sure things will run smoothly once we figure it out! Thanks for your help.
Vanessa

[RetailEdge Moderator]

RetailEdge does not have a concept of log in and log out. I think what you are referring to is Workstation Based Security.

Here is the help topic that describes the different Security Modes.

http://www.retailedge.com/help/index.ht ... nfotab.htm

If you are using Workstation Based, you should log out of the system when you leave the workstation. The log out can be done by Clicking Log Out on the menu bar. Or you can simply let it time out. Workstation mode has a timer setting that will automatically log you out after a period of time.

If you have multiple clerks working on a particular workstation then you really should consider going to Clerk Based security that will prompt you for credentials for every action in the program.

Not sure what is going on when you log in and log out. It asks for your user name and password. Does that mean that it has automatically logged you out or do you need to sign in to logout? Also, when it says that there an employee is unauthorized how do we override that without logging out or is that they only way? Starting to play with clerk security and running into all sorts of fun issues. I am sure things will run smoothly once we figure it out! Thanks for your help.
Vanessa

[glowfish]

Thank you. That is what I meant. We did switch to clerk based. It has been working well but we are finding all sorts of little privileges that I took away but need to add on. One was them not being able to remove an item from a sale if the person changes their mind. They would have to restart the whole order. We are working on it

[RetailEdge Moderator]

Good to hear.

Yes turning on Security means you really need to go down the list and determine what permissions each Clerk Level is going to have.

You can run a Action List report from the Reports | Misc folder. This might make it easier to manage the levels.

Thank you. That is what I meant. We did switch to clerk based. It has been working well but we are finding all sorts of little privileges that I took away but need to add on. One was them not being able to remove an item from a sale if the person changes their mind. They would have to restart the whole order. We are working on it :)

[glowfish]

We have clerk based security clicked on the location security tab but it is not requesting login info for each sale. I don't want it to time out, I would like it to request login. Is there some other place I need to turn on clerk security?

[RetailEdge Moderator]

Make sure you have turned on Clerk Tracking and not just Security. (Location Settings Security Tab).
Also make sure your Action levels are not set to 0.

Here is the link to the help file that describes this.

http://www.retailedge.com/help/index.ht ... clerks.htm

We have clerk based security clicked on the location security tab but it is not requesting login info for each sale. I don't want it to time out, I would like it to request login. Is there some other place I need to turn on clerk security?