- \n
- To set up a security group go to the Season icon > Setup Office > Setup Security.<\/li>\n<\/ol>\n
![\"\"](\"http:\/\/vger.datos.co.uk\/ClientKnowledgebase\/wp-content\/uploads\/2017\/11\/1-9.png\")
<\/p>\n- \n
- This will open up the following window, go to User groups setup.<\/li>\n<\/ol>\n
![\"\"](\"http:\/\/vger.datos.co.uk\/ClientKnowledgebase\/wp-content\/uploads\/2017\/11\/1-11.png\")
<\/p>\n- \n
- Go to a new line and enter a code and description for the group you want to setup.<\/li>\n<\/ol>\n
![\"\"](\"http:\/\/vger.datos.co.uk\/ClientKnowledgebase\/wp-content\/uploads\/2017\/11\/1-12.png\")
<\/p>\n- \n
- Then you can setup the rights you need for that group in each of the tabs like shown above.<\/li>\n<\/ol>\n
Rights Operational<\/strong><\/p>\n
- \n
- SOP\/POP\/Stocks\/Trace<\/strong>\n
- \n
- Telesales<\/em>\n
- \n
- None – No access to telesales<\/li>\n
- Admin – Full access to telesales<\/li>\n<\/ul>\n<\/li>\n
- Sales Order Processing<\/em>\n
- \n
- \u00a0None – No access to SOP functions<\/li>\n
- Operational – Allows order entry, editing and confirming of orders, printing of pick notes and invoices<\/li>\n
- Profit – This will give operators view of profit on orders<\/li>\n
- Admin – Full access to all SOP functions<\/li>\n<\/ul>\n<\/li>\n
- Purchase Order Processing<\/em>\n
- \n
- None – No Access to POP functions<\/li>\n
- Admin – Full access to POP functions<\/li>\n<\/ul>\n<\/li>\n
- Product Management<\/em>\n
- \n
- None – No access to product management<\/li>\n
- Product Utilities – Allows access to product set up, pricebooks by product, customer\/supplier specs and the stock check function<\/li>\n
- Factory Setups – Allows access to the above along with Factory Setups, production template setup and the factory control centre<\/li>\n
- General Setups\u00a0 – Allows access to all above product management functions as well as allowing access to the general setup menu.<\/li>\n
- Admin – Full access to all product management facilities<\/li>\n<\/ul>\n<\/li>\n
- Traceability<\/em>\n
- \n
- None – No access to traceability features<\/li>\n
- Admin – Full access to traceability features (must also have at least the General Setup access for product management to access traceability set up)<\/li>\n<\/ul>\n<\/li>\n
- Bulletin Board<\/em>\n
- \n
- None – Only gives ability to view the bulletin board<\/li>\n
- Admin – Gives access to view and edit the bulletin board<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n
- \n
- Recipe\/CRM\/Trans\/Complaints\/Alerts<\/strong>\n
- \n
- Recipe Book<\/em>\n
- \n
- None – No access to recipe set up<\/li>\n
- Admin – Full access to recipe set up<\/li>\n<\/ul>\n<\/li>\n
- CRM System<\/em>\n
- \n
- None – No Access to CRM features<\/li>\n
- Admin – Full access to CRM features<\/li>\n<\/ul>\n<\/li>\n
- Transport Management<\/em>\n
- \n
- None – No access to route management<\/li>\n
- Admin – Full access to route management<\/li>\n<\/ul>\n<\/li>\n
- Complaints<\/em>\n
- \n
- None – No access to complaint features<\/li>\n
- Enter – Give ability to enter complaints<\/li>\n
- Complete – Gives the ability to finalize\/complete a complaint as well as entry<\/li>\n
- Create Credit note – Gives the same access as above but with the ability to create credits<\/li>\n
- Auth\/Create Credit Note – Includes all other access above as well as being able to authorize credits<\/li>\n
- Admin – Full access to all complaint features<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n
Rights Ledgers\/Pricing<\/strong><\/p>\n
- \n
- Sales<\/em>\n
- \n
- None – No access to sales ledger\/pricing features<\/li>\n
- Operational – Give access to customer setup and the document communication centre for emailing<\/li>\n
- Ledger – Same access as Operational along with access to Sales analysis\/Sales Ledger\/EEC reports and gives the ability to enter credit notes.<\/li>\n
- Admin – Includes all of the above sales permissions along with giving the ability to run a Sales month end and allowing access to invoice posting<\/li>\n<\/ul>\n<\/li>\n
- Purchases<\/em>\n
- \n
- None – No access to purchase ledger\/pricing features<\/li>\n
- Operational – Allows access to just supplier setup<\/li>\n
- Ledger – Allows access to supplier setup along with manual\/stock invoicing and the purchase analysis reports<\/li>\n
- Admin – Full access to all Purchase ledger features<\/li>\n<\/ul>\n<\/li>\n
- Nominal<\/em>\n
- \n
- None – No access to nominal ledger features<\/li>\n
- Operational – Opens nominal ledger menu but no access to any features without further permissions, for example adding banking permissions on top of this one<\/li>\n
- Ledger – Opens access to journal management and the VAT return.<\/li>\n
- Admin – Full access to all nominal ledger features<\/li>\n<\/ul>\n<\/li>\n
- Banking<\/em>\n
- \n
- None -No access to bank features<\/li>\n
- Manage Receipts\/Payments – Access to receipt and payment entry only<\/li>\n
- Bank Rec – Opens access to bank rec<\/li>\n
- Admin – Opens access to bank rec along with access to receipt and payment entry<\/li>\n<\/ul>\n<\/li>\n
- Price Management Sales<\/em>\n
- \n
- None – No ability to change prices within sales orders<\/li>\n
- Orders – Allows the user to change prices within sales order entry<\/li>\n
- To Change – Opens access to price management allowing prices to be changed as well as being able to change within sales orders.<\/li>\n
- Admin – Full access to price changing facilities for sales orders.<\/li>\n<\/ul>\n<\/li>\n
- Price Management Purchases<\/em>\n
- \n
- None – No ability to change prices within purchase orders<\/li>\n
- Orders – Allows the user to change prices within purchase order entry<\/li>\n
- Admin – Full access to price changing facilities for purchase orders.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n
Rights System\/Device Link<\/strong><\/p>\n
- \n
- System Utilities<\/em>\n
- \n
- None – No access to system settings for Office<\/li>\n
- Admin – Access to all Office system settings<\/li>\n<\/ul>\n<\/li>\n
- Touch Terminal Utilities<\/em>\n
- \n
- None – No access to system settings for Factory<\/li>\n
- Admin – Access to all Factory system settings<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n
Rights Other<\/strong><\/p>\n
- \n
- Report Generator<\/em>\n
- \n
- None – No access to any options on the Season report menus<\/li>\n
- Admin – Access to all reports under the Season reports menus. (must have other rights before reports will be available e.g. must have Ledger rights before ledger reports will be available)<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n
Copying a new security group from an existing security group<\/h3>\n
- \n
- In the user group set up, select the group you want to copy, right click and select copy group.<\/li>\n<\/ol>\n
![\"\"](\"http:\/\/vger.datos.co.uk\/ClientKnowledgebase\/wp-content\/uploads\/2017\/11\/2.png\")
<\/p>\n2.Enter a new code and description and select the save icon.<\/p>\n
![\"\"](\"http:\/\/vger.datos.co.uk\/ClientKnowledgebase\/wp-content\/uploads\/2017\/11\/2-1.png\")
<\/p>\n3. This group has now been setup with the same rights as the ‘Sales Group’ you can change the rights in this group to suit the new group you have created.<\/p>\n
You have now set up a new security group, you can now assign a user to this group.<\/p>\n
Assigning a user to a security group<\/h2>\n
- \n
- To assign a user to a security group go to ‘User Setup’ tab.<\/li>\n<\/ol>\n
![\"\"](\"http:\/\/vger.datos.co.uk\/ClientKnowledgebase\/wp-content\/uploads\/2017\/11\/2-2.png\")
<\/p>\n- \n
- Select the user and in the group column double click on the current group and click the … icon<\/li>\n<\/ol>\n
![\"\"](\"http:\/\/vger.datos.co.uk\/ClientKnowledgebase\/wp-content\/uploads\/2017\/11\/Capture.png\")
<\/p>\n- \n
- Select the security group you want the user to be assigned to and select the green tick icon.<\/li>\n<\/ol>\n
![\"\"](\"http:\/\/vger.datos.co.uk\/ClientKnowledgebase\/wp-content\/uploads\/2017\/11\/Capture-1.png\")
<\/p>\nThe user has now been setup with this groups rights. They will only have access to the parts of season setup against this group.<\/p>\n
Version 12.2.4 Special Security<\/h2>\n
In Season version 12.2.4 there is a special security setup to allow\/restrict users access to order entry specifically.<\/p>\n
This is managed through a system default record.<\/p>\n
To allow access to order entry, create a record in the system default settings in the module ‘USERS’ with the code as the username.<\/p>\n","protected":false},"excerpt":{"rendered":"
Creating a new security group. You can setup security groups is season to allow users to have certain access to different parts of Season. There are two ways to create a new security group. Setting a security group up manually: To set up a security group go to the Season icon > Setup Office > […]<\/p>\n","protected":false},"author":13,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[5,20],"tags":[330,367,429],"class_list":["post-2093","post","type-post","status-publish","format-standard","hentry","category-howtoguides","category-howtooffice","tag-rights","tag-user-rights","tag-security"],"_links":{"self":[{"href":"https:\/\/vger.datos.co.uk\/Clientknowledgebase\/index.php?rest_route=\/wp\/v2\/posts\/2093","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/vger.datos.co.uk\/Clientknowledgebase\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/vger.datos.co.uk\/Clientknowledgebase\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/vger.datos.co.uk\/Clientknowledgebase\/index.php?rest_route=\/wp\/v2\/users\/13"}],"replies":[{"embeddable":true,"href":"https:\/\/vger.datos.co.uk\/Clientknowledgebase\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=2093"}],"version-history":[{"count":1,"href":"https:\/\/vger.datos.co.uk\/Clientknowledgebase\/index.php?rest_route=\/wp\/v2\/posts\/2093\/revisions"}],"predecessor-version":[{"id":49645,"href":"https:\/\/vger.datos.co.uk\/Clientknowledgebase\/index.php?rest_route=\/wp\/v2\/posts\/2093\/revisions\/49645"}],"wp:attachment":[{"href":"https:\/\/vger.datos.co.uk\/Clientknowledgebase\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=2093"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/vger.datos.co.uk\/Clientknowledgebase\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=2093"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/vger.datos.co.uk\/Clientknowledgebase\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=2093"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
- Select the security group you want the user to be assigned to and select the green tick icon.<\/li>\n<\/ol>\n
- Select the user and in the group column double click on the current group and click the … icon<\/li>\n<\/ol>\n
- To assign a user to a security group go to ‘User Setup’ tab.<\/li>\n<\/ol>\n
- In the user group set up, select the group you want to copy, right click and select copy group.<\/li>\n<\/ol>\n
- Report Generator<\/em>\n
- System Utilities<\/em>\n
- Sales<\/em>\n
- Recipe Book<\/em>\n
- Recipe\/CRM\/Trans\/Complaints\/Alerts<\/strong>\n
- Telesales<\/em>\n
- SOP\/POP\/Stocks\/Trace<\/strong>\n
- Then you can setup the rights you need for that group in each of the tabs like shown above.<\/li>\n<\/ol>\n
- Go to a new line and enter a code and description for the group you want to setup.<\/li>\n<\/ol>\n
- This will open up the following window, go to User groups setup.<\/li>\n<\/ol>\n