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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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