You implement access keyword security in three stages:
1. Create and populate the ACCESS_KEYWORDS general lookup/validation table.
2. Assign the access keywords to the customer information areas you wish to secure. The customer information areas to which access keywords can be assigned include:
□ Custom windows
□ Reports
□ Activity records
□ Financial tab within Customers
□ Fundraising tab within Customers
□ Customer address information
□ Customer status information
3. Assign one or more access keywords to each user to enable access to the protected information.
Note: You need a Sys mgmt authorization level of 8 and database owner privileges to assign access keywords.
To create access keywords
1. Create a general lookup/validation table named ACCESS_KEYWORDS.
2. Enter access keywords according to these restrictions:
□ Do not enter an Expansion for access keywords.
□ To hide custom windows from certain users, add the keyword HIDDEN.
3. Restart iMIS Desktop after creating the access keywords.