Please note that this procedure is not applicable in the Sample Group of Companies of Ikonomikal. This program will appear only to the administrator access of the subscribed database. The subscriber and an outright administrator can assign the administrator authority to another user.
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| 2 (small image) |
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| 2 (big image) |
The quickest way to access the System User Groups or any program of Ikonomikal is right after clicking/opening the company database. The first screen to see is the Favorites page. The Favorites page shows the Recent on the left and Shortcuts on the right side as shown on image 1 below. The Recent has the list of recently used programs while the Shortcuts are programs setup as frequently used. Click the System User Groups to go to/open the image 2 shown above.
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| 1 |
There are other ways to access aside from the above such as to click the:
1. Global Search>Programs>Write program name>Click Find Icon>Select and double Click the program
2. Go to Main>Core>System Services>System Security and Audit Logs>System User Groups
The list of pages on the left side to fill the required setup for the System User Groups are as follows:
1. General
2. Programs
3. Transaction
4. M/F and T/F Reports
5. Posting
6. M/F and T/F Analysis
7. Dashboard Widgets
8. M/F and T/F Widgets
9. Master Files
10. Widgets
11. Employee Classification
12. IP Address Lock
13. Workflows
14. Dashboards
Legends:
M/F = Master Files
TF = Transaction Files
IP = Internet Provider
Legends:
M/F = Master Files
TF = Transaction Files
IP = Internet Provider
1. Click the "New Document Entry" icon to open the General Page
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| 3 |
The Programs page will automatically disappear.
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| 4 |
The Programs page will return after filling and saving the pages of 1 and 3 to 14.
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| 5 |
2. Fill the Description of the General page. Then click the Administrators box if the user is, otherwise do not. Do not click the InActive box. Do not click also the Services box as it has no purpose yet. Likewise do not fill the Code box because there is an automatic numbering upon saving, or put the code manually as an option before saving. See the image 2 above for the blank General page. See below image 6 for the filled page.
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| 6 |
3. Click the Transaction page to open. Click the Plus (+) icon to open the Search page containing the list of companies or branches to be assigned to the System User Groups.
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4. Click the Box/es of the Company or Branch to select in the Search page of the Transaction. Then Click the OK icon to go back to Transaction page with the selected Companies.
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| 8 |
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5. Do the same steps of 3 and 4 to the following pages of selecting the company/ies or branch/es to be assigned to the System User Groups being created:
> M/F and T/F Reports
> Posting
> M/F and T/F Analysis
> Dashboard Widgets
> M/F and T/F Widgets
> Master Files
> Widgets
6. Click the Employee Classification page to open. Then click the Plus (+) icon to open the Search page containing the list. Click the Box/es of the selected Classifications to select in the Search page of the Employee Classification. Then Click the OK icon to go back to Employee Classification page with the selected classifications.
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| 10 |
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7. Do the same step 6 to the following pages as per each page requirement:
> IP Address Lock
> Workflows
> Dashboards
8. Click the "Save" icon as shown in the image 5 of the step 1. This will return the Programs page on the left side list. It will also provide automatic Code if not manually entered.
9. Click the Programs page to open. Then highlight one of the group of programs. Proceed to click Set Authority to open the page.
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10. The Set Authority opens a window of the Secured Programs. The latter has two groups namely the Select A Program and the Set Authority On.
As an example the selected Treasury Module has 90 programs. Each program has different Set Authority to enable or disable.
Set Enabled - is enabling each authority one by one
Set Disabled - is disabling each authority one by one
(All) Set Enabled- is enabling all listed authorities
(All) Set Disabled - is disabling all listed authorities
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Module:
Treasury
Program:
No. 88 Description: Batch Bank/Fund Revalue
Feature/Procedure to Set Authority either Enable or Disable
1. Custom Information
2. Delete
3. Open
4. Export Data
5. Attach Files
6. Import Data
7. Move Batch to Branch
8. New
9. Post Documents Notes
10. Print
11. Readonly Disabled
12. Save
13. Scheduler
14. Set For Posting
15. Post
16. Post Reversal
17. Set For Reversal
11. Click the small X icon on the top right corner to close the Secured Program page,
12. Select the next group of programs and do same steps of 10 and 11.
13. Click the "Save" icon and start creating a new System User Groups or go to another program of your choice.
END of procedure.
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Please click also the following to know more about Ikonomikal
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