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To assign access keywords to custom window tabs

Custom (user-defined) window tabs can store detailed information about your customers such as annual salary, major gifts, and political affiliations. However, you might not want all system users to view this information or to enter or edit information in the custom window tab.

iMIS allows you to assign access keywords that allow only certain users to view or to enter and edit information on custom window tabs. You can apply the access keywords to custom window tabs on a tab-by-tab basis.

  1. Create the custom window tabs' access keywords in the ACCESS_KEYWORDS lookup table.
  2. From Customers, select Set up module> General, and click Additional Windows to open the Customer Setup – Additional Windows window.
  3. Click Define Windows to open the Window Designer window.
  4. Select a user-defined window from the Current windows drop-down list.
  5. Enter the Access keywords. (Select the Find icon to open the Select ACCESS_KEYWORDS value(s) window, and select from the available access keywords.) You can assign access keywords to user-defined window tabs in three ways:
    • Assign one or more access keywords to the window tab, but do not assign the reserved keyword HIDDEN. In this case, all users will be able to see the window tab, but only those with one of the access keywords will be able to enter and edit information on the window tab.
    • Assign both the reserved keyword HIDDEN and one or more access keywords to the window tab. The window tab will be hidden from all users except those who have one of the access keywords for the window tab.
    • Assign neither the reserved keyword HIDDEN nor the access keyword to the window tab. In this case, everyone will be able to see the window tab as well as enter and edit information on it.
  6. (Using the Find icon/Select ACCESS_KEYWORDS value(s) window only) Double-click keywords to move them from the Available to the Selected field on.
  7. (Using the Find icon/Select ACCESS_KEYWORDS value(s) window only) Click OK.

    The keywords selected display in the Access keywords field on the Window Designer window.

  8. Click Save to save the information.

If you have assigned access keywords to a window tab, follow the steps in the following section to give the appropriate users permission to view, enter, and edit information on a custom window tab.

See Also

Limiting Access and/or Hiding Custom Window Tabs

To create access keywords

To assign access keywords to users

Access Security Levels


ASI logo 10.6 Production Release. Updated 10/5/2005 3:46:33 PM
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