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Fastbase Accounting System - Online Manual Users |
Document 102779/1
Entered Wed, 15 Jan 2003 09:24 by Peter Campbell
Updated Tue, 20 Dec 2011 10:11
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This utility option records all users that have access to FastBase, details recorded include their login ID and password, email address, contact details and security levels.
User DetailsUser ID:
Password:
Enter the User ID (upto 10 characters), User Name (30 characters) and Password (10 characters).
When the user starts FastBase they will need to enter their User ID and Password.
Company:
Select the company this user has access to, leave blank if they are allowed to select from a list of companies.
Branch:
Select the branch this user belongs to, leave blank for the default branch.
Default Output:
Select the default output for reports. Typically this will be PRINTER. Some users may prefer to have all reports go to SCREEN by default.
Email Address:
Enter the users email address. If the user doesn't have an email address then enter their supervisors address. The email address is used by the system when sending error reports to your support staff, it is also used when sending emails directly from FastBase.
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Security LevelsUsers are granted access to each module by assigning the user a security level for the module concerned. The security levels range from 0 to 9, 0 meaning the user has no access to the module concerned and 9 meaning the user has full access to the module concerned. Not all values between 0 and 9 are used by the system, the meaningful levels are 0, 1, 2, 3, 5 & 9. |
Document 102779/2
Updated Tue, 20 Dec 2011 10:11
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A security level is assigned to each module include Accounts Payable, Accounts Receivable, Fixed Assets, General Ledger, Inventory, Customer Orders, Purchase Orders, Service and Utilities. Some extra security restrictions can be applied also.
Level 0 means no access to the module.
Level 1 allows enquiry, some transaction entry, some transaction enquiry plus access to limited reports (for example, account listing or delivery labels).
Level 2 allows maintenance of accounts (excluding additions) plus access to more transaction entry.
Level 3 allows maintenance of accounts including additions, access to more transactions and some basic reports (non financial).
Level 5 allows access to financial reports and more transactions.
Level 9 allows full access, including the ability to delete accounts, enter all transaction types including credits and payments. The user will also be able to run all processing options, including month end procedures.
TRANSACTIONS
Security levels for transactions can be configured by the system administrator, you can specify the security level required to enter and enquire on each transaction type.
Typically you want to place higher security restrictions on transactions like customer credits and supplier payments. You will also want to place higher security levels on less often used transactions so that only the right people will see them; these may include receipts and journals.
NOTES
- When assigning security levels for a module to a user always start by assigning the minimum security level required.
- Only assign a user level 9 security to a module if they really require it.
- Level 9 security for Utilities should only be assigned to 1 or at the most 2 people in the company.
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Contact DetailsThe details entered on this screen are for reference only. Enter as much information as you would like to record. |
Document 102779/3
Updated Wed, 15 Jan 2003 09:50
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This information could be used and printed on forms, for example printing the users phone and fax number on a purchase order.
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