Setting up security groups

Working with 7-Utilities > 7-3 Company Security > 7-3-1 Security Groups > Setting up security groups

Setting up security groups

To set up a security group:

Open 7-3-1 Security Groups.

In the Group# cell, type a group number.

In the Group Name cell, type group name.

In the Save cell, if you want to allow the group to save records, type Yes. If not, type No.

In the Delete cell, if you want to allow the group to delete records, type Yes. If not, type No.

In the Void cell, if you want to allow the group to void records, type Yes. If not, type No.

In the Change Period cell, if you want to allow the group to change the posting period, type Yes. If not, type No.

In the Print Checks cell, if you want to allow the group to print checks, type Yes. If not, type No.

To store information that may be relevant or important to that specific group, type a note in the Notes cell.

Repeat steps 2–9 for each security group.

On the File menu, click Save.

Tips:

Security is set up for each individual company, not for the entire program. Each company can use different user names and passwords. If you have more than one company, you have to set up passwords for multiple companies.
You can control the ability of security groups to access specific windows.

Links to more information . . .

About passwords for multiple companies

About window and menu-level security

Setting window and menu-level security

Setting up a security group for using the API

More resources

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