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Setting User Permissions

User permissions can be further defined for tabs, fields, and links in each area of DockMaster and POS. The permissions set at this level is not associated with the security permissions defined in User Group Maintenance. If an item has been marked as protected and the user does not have permissions, a prompt will appear for a user id and password. The user can request someone to provide them temporary access by entering their credentials. Once the user leaves the protected item their access will be restricted once again.

From any menu item open a record.​

  1. Using the customer file as an example select a customer.
  2. Click the tab or field to set permissions
  3. Type ctrl+F9
  4. The Edit permissions grid form will appear
  5. Locate the item that permissions need to be set for and click row cell in the Access Groups column.
  6. When the groups list appears select each group that will have access to the item by clicking the group, that group will be highlighted. To remove a selected group simply click it again and it will be removed from the selection. Click OK when you are done adding groups.
  7. To complete setting the permissions add a check to the item in the Protect column, permissions are now set and only those groups that are listed in the Access Groups column can access the item with no permissions prompt. All other groups not listed will be prompted for a user id and password that has access to the item when it is clicked on.

Note: You must have super user access to set security or you must be a member or the processes tab for setting security. To remove protection or maintain groups simply select the item and press ctrl+F9 and update as desired.