User Client Authorization

Use this option to limit the authority of individual users to client data by client/product/media/estimate. Currently, this authority only applies to specific options as listed in the Options Affected by User Client Authorization topic. For all other options, control access to data by controlling the user's menu authority to options. Authority to browser-based options is defined in User Admin in the Central Data Base. Access to data by company/office is controlled by the Client/Office Authorization option.

Use these steps to define client authority for the options listed in Options Affected by User Client Authorization.

1. Select Admin | User Client Authorization.

2. Key the user ID and click the Next icon to display the Detail window.  

User Client Authorization Detail Window

3. Select Authorized or Restricted from the Authorization Type drop down list to indicate which type of access you are giving this user. Restricted (from) means the user has access to all clients except the listed clients. Authorized (to) means the user has access only to the listed clients.

• To give the user access to all client data (Restricted from none): Delete all rows by clicking the check box to the left of each row then clicking the Remove icon . Select Restricted from the Authorization Type drop down list. This is the default setting so you only need to do this if you have previously limited the user's access and later want to give the user access to everything.

• To block the user's access to all client data (Authorized to none), delete any rows and select Authorized from the Authorization Type drop down list.

• To authorize the user to specific client/product/media/estimates only, select Authorized and use the Add icon  to add a row for each combination to which you are giving access. Key one combination per row.

• To give the user access to all client/product/media/estimates except specific ones, select Restricted from the drop down list and use the Add icon to add a row for each combination this user will not be allowed to access. Key one combination per row.

4. Key the client.

5. Key a product or click the All Product check box for all products.

-Or-

6. Key a product group and select A(Allocation) or R (Reporting) from the drop down A/R list. If you select A (Allocation), then the user will only be authorized to or restricted from estimates defined for the product group. If you select R, then the user will be authorized to or restricted from estimates for each product in the group.

7. Key the media or click the check box for All Media. (If you selected All Products, you must also select All Media).

8. Key the estimate or click the check box for All Estimates. (If you selected All Media, you must also select All Estimates).

9. Click the Save icon to save.