CIM GOLD tab |
  
|
Navigation: Setting Up Security > Security Setup Screen >
CIM GOLD tab |
|
Use the fields on the CIM GOLD tab of the Security > Setup screen to set up CIM GOLD security for your employees. Some CIM GOLD applications also require some security settings on the System tab. CIM GOLD security is used for the screens; System security is used for functions within the screens and for financial applications.
Before any employee can access CIM GOLD, security clearance must be set up for that employee. CIM GOLD security can be set up on individual employees and/or on . The profiles can be tied to employees who require the same security clearance to perform their job duties. If multiple profiles are tied to an employee, Effective Security can be viewed.
To set up CIM GOLD access for an employee or profile:
1.On the Security Setup screen, select Employees or CIM GOLD Profiles.
2.Select the CIM GOLD tab.
3.In the Security Setup list view, select the employee or CIM GOLD Profile for which security is being set up or changed.
4.Select Inquire or Maintain on each item listed below the applications to which the employee or CIM GOLD Profile should have access. If no access is allowed, select None.
NOTE
If you want employees to have security to change User Preferences under the Options menu at the top of the CIM GOLD screen, you must select "Maintain" for the first item, [Customer Search Screen], on the CIM GOLD tab. See the example below.
|
5.When you have finished making selections, click <Save Changes>.
