Security

Create users and assign permissions.

EBMS Security includes the ability to create users and assign rights. Security can be set within windows, tabs, data entry fields, reports, and a process or button. The security function also records the user on documents and general ledger transactions within EBMS. This can assist an auditor or manager in reconciling or tracking specific transactions.


User Management & Permissions

The System Administrator is the person responsible for maintaining the security of EBMS. Only a user with administrator permissions can access the User Management window. The Administrator is able to switch between different users and make the necessary changes to permissions. Assigning a username with access other than Administrator is also an effective way to restrict users from advanced functions that can be very dangerous for an inexperienced user.

Security

Track Users

There are many advantages to assigning individual login names even if security is not a concern of management. The user is recorded on documents and general ledger transactions within EBMS to assist an auditor or manager reconcile specific transactions.

Security

Permission Settings

The Permissions settings are as follows:

    Administrator
    • Allows access to all data as well as user and password security changes set in User Management

    Manager
    • Allows global access in the same manner as the Administrator level but does not allow access to the user's security settings within User Management

    Advanced Entry
    • Allows access to all data including options
    • Does not allow default data changes
    • Does not allow the user to globally filter down information
    • Restricts access to manager reports
    • Does not allow change to the Read Only setting option on the context menu within the history year tabs

    Basic Entry
    • Bars access to all information restricted with the Advanced Entry security setting
    • Does not allow changes to global system settings
    • Does not allow access to history tabs
    • Restricts access to sensitive information such as payroll rates, etc.
    • Does not allow access to the advanced tabs that contain general ledger settings

    Viewer
    • Bars viewer access to all information restricted with the Basic Entry and Advanced Entry security setting
    • Does not allow the user to change any information
    • Restricts the user to only view general ledger information such as contact information and notes

    No Access
    • Does not allow access to any information or functions

 


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