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To create access keywords

The first step in implementing security measures is to create the ACCESS_KEYWORDS lookup table for the custom window tabs. The access keywords for your custom window tabs should include the reserved keyword HIDDEN and a code for each custom window tab.

Note: HIDDEN is a reserved keyword that, when used with an access keyword for a window tab, hides the window tab to all users who have not been assigned the access keyword.

  1. From Customers, select Set up tables > General lookup/validation tables to open the Set up general lookup/validation window.

    Note: Unlike other general lookup/validation tables, users must have an authorization level of 8 or higher to edit ACCESS_KEYWORDS.

  2. Select (New Table) from the list of table types. The New Table Type window opens.
  3. Enter ACCESS_KEYWORDS in the data entry field, and click Save to return to the Set up general lookup/validation window.
  4. Click New.
  5. Enter the Code and Description for the access keyword(s). The security for the customized windows is managed by the name of the custom window tab; therefore, the Code entered should reflect the name of the defined custom window tab.
  6. Click Save. Repeat the process for each additional access keyword.
  7. Restart iMIS.

See Also

Limiting Access and/or Hiding Custom Window Tabs

To assign access keywords to custom window tabs

To assign access keywords to users

Access Security Levels


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