Assigning SFA Access to Entities

Define user message groups who can access the following data using the Eclipse Sales Force Automation (SFA) companion product from a laptop or Palm computing device:

Customer Maintenance
Vendor Maintenance
Contact Maintenance
Eclipse Dictionary Maintenance

Set different levels of access granted to each ID, depending on your security needs.

To assign access to an entity:

From the Files menu, select one of the following:

Customer – Displays the Customer Maintenance screen.
Vendor – Displays the Vendor Maintenance screen.
Contact – Displays the Contact Maintenance screen.
Eclipse Dictionary > Dictionary Maintenance > Access hot key – Displays the Dictionary Maintenance screen.

Enter an entity or dictionary ID to display the record.
Use the Access hot key to display the Access Control List screen.

Select the first blank line and enter the new user or message group ID, or press F10 and select it from a list.

In the Levels field, enter one of the following activity levels:

Activity Level	Description
No Access	You cannot download information from this record to your laptop or Palm device. If you have access to a message group ID, use this option to deny access to users within that group. This level overrides any other levels assigned to the individual User IDs.
View Only	You can download information from this record to your laptop or Palm device, but you cannot make changes to the information.
Review	You can download information from this record to your laptop or Palm device and make changes to the information, but you cannot update the Eclipse database. The system creates a tracker with the changes and sends it to the user ID entered in the SFA Administrator control maintenance record.
Full Access	You can download information from this record to your laptop or Palm device, update the information, and sync it with the Eclipse database.

Note: To delete a user or group, select it and press Alt-Delete.

Press Esc to save your settings and exit the screen.