Creating Access Keywords
The use of access keyword security is implemented in three stages:
- Create and populate the ACCESS_KEYWORDS general lookup/validation table.
- 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
- Internet Security tab
- Fund Raising tab
- Customer address information
- Customer status information
- Assign one or more access keywords to each user to enable access to the protected information.
Note: Users must have a Sys mgmt authorization level of 8 and database owner privileges to assign access keywords.