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Screen BS403S04 (with screenshots)
Screenshot
To display this screen:
Click the Set Permissions
button in screen BS403S02
(Password protection must be ON)
In this section
checkbox - Allow transfers to this account
Screenshot
Check
to allow this user permission to do transfers TO this account.
If the user has WRITE permissions, then the user already has the rights to do transfers to this
account.
The system looks at the WRITE setting. If WRITE is allowed then the Allow transfers to this account setting is ignored
checkbox - Read
Screenshot
Check to restrict this user to Read Only access to
this Bank Account.
To make the account Read Only:
a) the Write flag must be UN-checked and
b) the user can not be designated as Owner of the account
checkbox - Write
Screenshot
Check to give this user
permission to add, edit and delete transactions in this Bank Account.
Note that if a user has been granted WRITE access, then they will also have READ access.
checkbox - Allow override of Protected Transactions
Screenshot
This
setting is related to the warning message which appears when changes to a protection transaction are attempted.
Check to give this user permission to override the
system.
User will have the option to CONTINUE the operation (edit or delete).
checkbox - Owner
Screenshot
This checkbox is hidden to all users except the System Administrator
Check this box to assign the Bank Account to another
owner.
When the Owner button is changed from un-checked to checked, the Ownership will be given to the selected User, and in the same action, taken from the current owner.
Note that each account can have only ONE owner.
The OWNER of an account has full permissions.
More info:
When
a Bank Account is added to the database, the system assigns it to the user creating the new account as OWNER.
If Password Protection is OFF, then ownership is
immaterial, as the system is completely open to anyone using the system.
When Password Protection is OFF, ALL new Bank Account will be assigned to the System
Administrator.
If Password Protection is switched ON for the first time, there is normally only one User - the System Administrator.
The System Administrator
will be owner of all accounts, and can set up new User Profiles and assign permissions as required.
When a User creates a new account they are assigned ownership by the
system.
The System Administrator has access to ALL accounts.
They have the responsibility of editing new Bank Account profiles and re-assigning ownership and
permissions, if necessary.
Other screens with Help for this program
- The initial screen BS403S01
- Screen BS403S02 (Adding, Editing and deleting an Account profile)
- Screen BS403S04 - This page
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