This section describes the use of the CRMworx Security features. CRMworx Security provides password protection for your Proposal applications.  It also allows you to restrict users, at runtime, from viewing all or part of certain screens and from accessing certain controls on the screen.  These two methods of security are referred to here as Password Security and Screen Security.

Password Security

You can choose to password protect the entire program with one login and password or assign individual passwords to individual users.

Screen Security

The other form of security that CRMworx Security offers is the ability to limit access to certain screens, and certain controls, on a user by user basis.  This is called screen security.  In order to use screen security, the user must have logged in to a security area.  In this way ComSystems Pro Security knows who is using the program, and is therefore able to manage access restrictions.  Only Supervisors can impose or modify screen security, and only on Operators. ( see the next section for clarity about Supervisors and Operators).  To modify the screen access rights of an operator a supervisor must go to the screen in question and press the security hot key ( Ctrl F8 by default ).  The Set Access Screen will appear to allow the access rights to be modified.  Not all screens have a ‘Set Access Screen’.

User Levels

Users have one of three levels for a specific security area.  Note that being a supervisor in one area does not imply that the user is a supervisor in all areas.  He/she may be a supervisor in one area, and an operator in another, with no access at all to a third area.

Supervisor : The user has access to the entire security area, and access cannot be restricted to any part of the area.  Only supervisors have access to the list of operators, and only supervisors are able to change the access rights of other users.  There must be at least one supervisor defined for each security area.

Operator : The user has access to the security area, but this access can be limited by a supervisor. The access is limited on a screen by screen, and control by control,  basis. An operator is not able to modify other user's access rights, or view/edit the list of  users.

No Access : The user does not have access to this security area.

User Groups

User Groups are simply that - a groups of users that you wish to give the same access to the program options.  They allow the easier management of large numbers of users, when individual control is not required.  By placing users into user groups, they will no longer appear on the Set Access screen (the one that pops up when you press Ctrl-F8).  However the name of the group will appear.  By adjusting the rights for the user group, the rights for all the members inside the group are also adjusted. To put a user into a group is very simple.  Go to the Operator Browse screen, click on a user, click on Change and then select the required group from the drop down list.  To add more groups go to the Operator Browse screen and click on User Group Details.  A list of available groups is then available.

The Operator Browse Screen

This screen lists all the users that have been entered using ComSystems Pro Security.  Alongside each user is the current access level for this particular security area.  In order to modify the user levels you must ensure that supervisors have access to this screen from within the security area.  You can also view the users' workgroup on this screen.  You may not set users as operators for this security area without having set at least one user as a supervisor. From this screen you can Add, Edit and Delete operators using the operator Form screen.

The Operator Form Screen

This screen contains the details about the operators including their name, surname, login code and access level.  The access level applies to this security area only, in all other areas new users will automatically be set to the level of  No Access.  You will need to enter each of those areas in turn in order to set the user to a different level.  If the user is set to the level of Operator, within this area, then you can also specify the starting screen access rights that the operator will have.  This takes the form of a pop down list with the names of other defined operators.  Thus you can equate the starting access rights of a new operator with the current access rights of another operator.  The options All Access and No Access are also on this list.  When a new user is first defined his password is automatically set to the same as the login code.  The user should obviously change this password after she/he has logged into the program.

The Set Access Screen

This screen will appear when a supervisor presses the security hotkey ( Ctrl F8 by default ) on a screen that has Security Options.  This screen will list the users currently defined in the security area as Operators.  Next to each name will be up to 8 columns containing the words Yes or No.  The columns are headed by the names of the different controls (buttons or fields) that may be restricted.  The first column is usually headed by the word Access and this column controls access to the screen as a whole. By using the mouse and double-clicking on the columns the supervisor can change the access rights to the window, or controls.  These changes are automatically saved.