Security – Role [U0706B]


Users must own Security Role module to access U0706B functionality.


Security [U0706]

Contents

 

Introduction

U0706B allows the user to create and maintain user Roles. The update U0706B is use to add, change, and delete user Role. Where, a single role can be assigned to a number of individuals. This update allows the user to specify an assigned role for any individual security record. One user role can have multiple individuals associated. This update modifies user security records assigned to a role when a change is made to the Role by updating only the values that were changed on Role. User must purchase Security Role module to access the functionality of Security – Role [U0706B].

The following items are covered by this update:

All users must have a security record before they can log on to LeasePak. The Security update [U0706b] is also used to set portfolio security for the individual user associted to a role of LeasePak, i.e., the portfolio, company, region, office (P/C/R/O) and vendor that may be accessed. An individual with the specific role security settings receives access to all P/C/R/Os and vendors in the LeasePak system, or restricts the associated individuals 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:

Each role 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. For example, to view the Trial Balance report [R0901] on the terminal PC, the user enters R0901 at the main fast menu and T highlights Terminal at the output device selection screen.

The Trial Balance report [R0901] is then printed to the screen using the default parameters in the User Report Profile.

Users can change this User Report Profile at any time or location in LeasePak for scurity role through the use of a function key. Refer to Getting Around in LeasePak for more information on changing the User Report Profile through the function key.

 

This screen is used to Add, Change and Delete the Security – Role.

 

Add/Change Security Role

Add New Security Record

This above screen is use to define the role name for the users whose security record is being added. The Add option displays, a DEFAULT SECURITY ROLE NAME and DEFAULT SECURITY SETTING, for cloning security settings.

Adding user roles will have no effect on the available seats because, leasepak does not allow the user to login using a role. While adding a new role, the number of available seats on the client's LeasePak license will not decrease.

 

Portfolio Security Tab

The above screen will appear to add or change portfolio security. It also sets the security to the different modules for which security role can be added and modified.

 

 

Menu Security Tab

Menu Security is a directory of different folders. The main option is Menu Option. (R)Reports, (S) Special Functions and (U)Updates are the main three "folders" under Menu Security option. Menu option contains report and update categories (for example: R0XXX, UXXXX), and then finally the individual reports and updates (for example: RXXXX, UXXXX).

To expand a "folder", click on the + to the left on any one of them.

Once one of the Menu Security option has been expanded, it will display the entire available list of options below the selected expanded option. When users selects one of the options from reports or updates the following switch will be selected to grant access to that specific update or report.

Checking this box gives the user access to that item and anything it contains. For example, if the item is U02 Portfolio, checking the box gives the user access to all updates beginning with U02. If on the other hand, the item is U0212 Asset Maintenance, checking the box gives the user access to just U0210.

 

Note: Two updates are linked for security. A user's access to Split Asset [U0214] determines his or her access to Split/Merge Qty Asset [U0112], since the two updates function very much alike.

For Vertex O users only: Users much purchase Vertex O tax series Interface module to access U0307 Vertex O Disbursal and U0308 Vertex O Journal Update.

 

Reports Tab

The above screen of role security records is use to enter the default parameters for role user report profile. When adding a new role, these fields will be defaulted by LeasePak and may be changed. These parameters are directed by the way reports are generated for the role users.

A version of this screen is also displayed by pressing from anywhere in LeasePak or by selecting Report Profile from the Options menu. This function key may be used anywhere in LeasePak. Pressing or again causes a second User Report Profile screen with additional parameters to appear.

 

Miscellaneous Tab

The above screen is use to define the LeasePak's additional functions security. When adding a new role, all values on this screen will be defaulted to the DEFAULT SECURITY SETTING.


 

Limits/Password Tab

The above screen is use to assess the role user assessments wavier limits, assessment limits and user's password settings.

Field Descriptions

Assessment
This column of grid will display the assessment for which role users can set waiver and assessment limits.
Waiver Limit
In this, filed role users can set the limits manually for a particular assessment. If role user enters amount 0.00 users will not be able to waive any amount for that assessment. If the entered amount is limited to 999,999,999.00, which is the default value, than role user can manually, waive any amount for the particular assessment.
Assessment Limit
In this, filed role can limit the particular assessment charge type in the grid excluding payment, principal, and interest. If role user enters amount 0.00 users will not be able to waive any amount for that assessment. If the entered amount is limited to 999,999,999.00, which is the default value, than role user can manually, waive any amount for the particular assessment.
Can access 'Change Password'
Click the check box to set it to Y that allows the role user to Change Password function on the LeasePak Options menu. Unchecked box will be set to N and turns it off that denies users to change password function.
Ability to change other users' passwords
Click on the checkbox to set it to Y that allows the role user to to change other user's password by using the Change Password function option. Unchecked check box will set it to N and deny the role user access to the Change Password option of LeasePak to change other user's password.
Days before password expires
This filed sets the number of days of user password activation. After the number of days defined in this filed role user's password will no longer be valid and users will not be able to log on to LeasePak. By default number for days to define is ‘999'. Set it to ‘999' if you want users password to never expire.

You must set this field to some other value than '999' if you wish to force a password change at the user's next logon (see Force Password Change on next login).
Force Password Change on next login
For details, see Secuirty - Individual U0706A -> Force Password Change on next login
Auto logout timer
For details, see Secuirty - Individual U0706A -> Auto logout timer

 

XSL Files/Dealer Alerts Tab

This tab of security role is use to set the Dealer Alert permissions, XSL Filenames for different reports, and Relationship Tree Level for the user.

Launch Pad XSL Filename

Enter the name and path of the XSLT file that will be used to display Launch Pad information.

Lease Summary (F5) XSL Filename

Enter the name and path of the XSLT file that will be used to display the Lease Summary screen.

Dealer Alerts

Each Dealer Alert switch works in conjunction with the tab in the Vendor [U0201] update.


Relationship Tree

Allows the user to set up the relationship tree for role user. The setting will be applicable to the use of the Relationship Tree across all portfolios.

The relationship tree fields on this screen will appear inactive to the role users who does not own the Relationship Tree module.

 The relationship tree fields on this screen will appear inactive to the role users who does not own the Relationship Tree module.

The relationship tree fields are also cloned when the role user's security is cloned.



Users can change the settings to the fields on this screen while the Relationship Tree is actually open. If you attempt to do so, the program will display the following warning message:

Security Change - Role Confirmation

The following screen will appears when user attempts to update a Role. This screen confirms the individual, which are applicable for that particular role update and which are not.

Individual

Security Settings

Security settings of Change Security – Role Confirmation will display the same tabs breakdowns used to Add a Role or to Update a Role security settings screen. Each tab contains a gird that corresponds to the settings that have been updated on the screens while updating a role. Every tab grid is divided into the following four columns.

  1. Sel: Allow the user to select the check box & select the by default settings that have been updated for the role security.
  2. Setting: Will list all the options to set the security settings. All options, check boxes appears on the security update tabs will appear.
  3. New Value: New selected value/option status will be displayed.
  4. Old Value: Role security setting before update.

These above mentioned columns on each tab grouped by sections corresponding to the different areas of the original tabs of the update role security settings.

The above screen show the difference between the updated values and the older vales set by the user to update a Role.