PS-A System Users/Passwords
Purpose of Program
Use this program to create Logon ID’s and Passwords for your users. Whatever entries you make in this program are used to log into the User Menus created in PS-G.
Against each Logon ID you can set preferences as to which company the user is to be taken to when starting the system and which security level should be used if a user specific level has not been assigned.
General Program Operation
You are first presented with a System Users lookup window that will display any existing Logon ID records. By default, a new system has 2 users: ADMIN and STARTUP.
To set up a new user, click on the Add button or press Alt-A. You are taken to a second screen. Enter the Logon ID that identifies the user and the Startup Company code.
The Security Level [1-999] is used in the Evo-ERP lookup drill-down grids to control which user can see and/or change which data. Level 1 is the administrator level that can see and edit all data and level 999 is the least privileged user. A blank level is treated as 999 which is the most limited access. Levels 1-5 allow editing of data in the lookup grids and should only be assigned to the administrator level users if at all. Lookup grids can be assigned a security level in SU-A (default is 999) and once a security level is assigned to a grid, only users with that level or smaller number will be able to view the grid.
The Security Code controls what menu access in Evo-ERP a user will have if no user-defined Menu exists for the user name in PS-G. A=Admin; P=Power User; 1=Sales Rep 1; 2=Sales Rep 2; C=Customer; V=Vendor; U=User, E=Engineer. If nothing is defined then User will be used. Customer and Vendor login names must match their Customer or Vendor Code and Login Names for Sales Rep 1 or 2 must be their Sales Rep number. This will enable access to certain reports such as SA-M and SA-N with filters preset for from/through Sales Rep or Customer so that they can only look at their own information. Currently this capability exists only for the Sales Reps but Customer and Vendor will be added. If a user is designated “E” then they will have limited access in IN-B and BM-A to only create and edit Items that are Active Status “E” and Bills of Material where the parent item is Active Status “E” .
Employee/Rep number is the number assigned to the user in SM-G which is used in a number of programs to associate an employee name and number with a login ID.
If you have shop floor or other users that have access that does not need to be secure you can designate a user for Auto Login. If this is enabled then on the workstation that you want to log in without prompting for user and password log in as ADMIN and go to UT-A and run T7ALOGSETUP which will prompt for the username and password to be used by the autologin process and then save them to the workstation.
If you have Windows domain on your network you can set up Windows Authentication by entering a Windows Username on the screen. In this case you do not need to enter a password because the login process will prompt for and authenticate the Windows password.
If a user is a member of a Group they can be granted field specific editing permission to AP-A, AR-A and IN-B
Upon save, you will be prompted to enter the initial password for the user which the user will be prompted to change at first login unless Windows authentication has been enabled.
Once users and passwords are established, a user without Windows Authentication enabled can change his own password in Evo by clicking File - Change Password.
Continue this process until all Logon ID’s needed are created, then click Exit.
To delete a Logon ID record, highlight the record desired and then click on Delete.
Password Reset
Reset Password - The Administrator who is creating users and passwords can not see the user’s password but can click Reset Password and assign a new one. Once that has occurred, the user will be prompted at the next login that the password has been reset by ADMIN and the user needs to select a new password. If a user enters the wrong password three times the account is disabled for 15 minutes or until the password is reset by an administrator.