The Eclipse system ships with pre-defined templates that contain authorization keys associated with common job types.
The following authorization key templates might be available:
|
Template |
Is designed for... |
|
*TP:AR/AP |
accounts receivable and accounts payable personnel. |
|
*TP: MGR |
managers. |
|
*TP:SALES |
inside and outside salespeople. |
You can modify these templates and create others as needed. The system prefaces templates with *TP: and all templates display at the beginning of the Available Keys list on the Authorization Key/Template Maintenance screen.
To edit authorization key templates:
From the System > System Files > User Control menu, select User Maintenance to display the User Maintenance window.
In the User ID field, enter a user's ID to display the corresponding record.
Select the Maintenance > Authorization Keys option to display the Authorization Key/Template Maintenance window.
The Available Keys area lists defined templates and authorization keys. Templates are at the top of the list and have a prefix of *TP.
Position the cursor on the template to edit and use the Edit > Template option to display the Authorization Key/Template Maintenance window. Authorization keys assigned to the template display in the Assigned Keys area.
To assign an authorization key to the template, select it in the Available Keys area and click the Assign button.
The key name moves from the Available Keys area to the Assigned Keys area. If authorization levels are associated with the key, the system assigns the lowest level to the user, but you can change it, if needed.
To remove an authorization key, select it in the Assigned Keys area and click the Remove button.
The key name moves from the Assigned Keys area to the Available Keys area.
Save the template and return to the Authorization Key/Template Maintenance window for the user ID.
See Also:
Creating Authorization Key Templates
Defining User Defaults for Solar Eclipse