Employee Security
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You can set two types of security in FTD Mercury: | You can set two types of security in FTD Mercury: | ||
- | *'''Job Function–Level Security''' - Job function-level security is security that you set that is the same for all employees in a particular job function. For example, you may want to restrict all clerks from performing a No Sale transaction in Point of Sale, or you may want all Managers to be able to terminate an employee. When you create these settings for a job function, you create them for all employees in the job function. You can then customize these at the employee level. | + | *'''Job Function–Level Security''' - Job function-level security is security that you set that is the same for all employees in a particular job function. For example, you may want to restrict all clerks from performing a No Sale transaction in [[Point of Sale Window|Point of Sale]], or you may want all Managers to be able to terminate an employee. When you create these settings for a job function, you create them for all employees in the job function. You can then customize these at the employee level. |
*'''Employee Window Access''' - Each new employee automatically inherits the window access associated with their job function. You can, however, override this access on an employee-by-employee level, granting the employee more or less access as desired. The message “You are not authorized to use this function” displays if the employee tries to access a restricted area. | *'''Employee Window Access''' - Each new employee automatically inherits the window access associated with their job function. You can, however, override this access on an employee-by-employee level, granting the employee more or less access as desired. The message “You are not authorized to use this function” displays if the employee tries to access a restricted area. | ||
Current revision
You can set two types of security in FTD Mercury:
- Job Function–Level Security - Job function-level security is security that you set that is the same for all employees in a particular job function. For example, you may want to restrict all clerks from performing a No Sale transaction in Point of Sale, or you may want all Managers to be able to terminate an employee. When you create these settings for a job function, you create them for all employees in the job function. You can then customize these at the employee level.
- Employee Window Access - Each new employee automatically inherits the window access associated with their job function. You can, however, override this access on an employee-by-employee level, granting the employee more or less access as desired. The message “You are not authorized to use this function” displays if the employee tries to access a restricted area.
Setting Job Function-Level Security
To set job-level security for a job function:
- Open the Window Access screen in Mercury Administration.
- From the Job Function list, select the job function you want to configure.
- Select check boxes for areas of the program to which you want that job function to have access.
- Click Apply to save changes before exiting this window.
Setting Window Access for Employees
To set window access levels for employees:
- Access the Window Access screen in Mercury Administration.
- Select the function you want the employee to have from the Job Function list. The access for the job function is listed in the Window Function and Window Access areas.
- For each Window Function, customize the Window Access for the employee as necessary.
- Click Apply to save the changes before exiting this screen.