Security-Individual [U0706A] Security - Role [U0706B]

Security [U0706]

Contents

• Secuirty – Individual [U0706A]
• Secuirty – Role [U0706B]

 

Introduction

The Security update [U0706] is used to add, change, or delete a security record. The following items are covered by this update:

• Update and report menu security
• Portfolio, company, region, office, vendor security
• Report profile defaults
• Notebook switches
• Miscellaneous user switches

All users must have a security record before they can log on to LeasePak. The security record defines the LeasePak modules that each user may select.The Security update [U0706] is also used to set portfolio security for the user of LeasePak, i.e., the portfolio, company, region, office (P/C/R/O) and vendor that may be accessed. It allows a user to receive access to all P/C/R/Os and vendors in the LeasePak system, or restricts the user to a specific P/C/R/O or vendor. If the Multi Portfolio Security module has been purchased, a user may be given access to a selected subset or group of portfolios.

This update is also used to set the default parameters which are used in defining the User Report Profile. The User Report Profile allows each user to save the following report parameters as defaults:

• Report Destination 1
• Report Destination 2
• Report Detail (Y/N)
• Summary Totals (Y/N)
• Batch (Y/N)
• # Copies
• Subtotal Switches
• Grand Total Switches
• Plain Paper Form Type
• Terminal Page Size

Each user has a set of defaults for all reports. Whenever a report is to be printed using the default values saved in the User Report Profile, the only selection necessary is the output device to which the report will be printed.

 

LeasePak  Documentation Suite

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