Accessing Security

Report Level shows the level number that this security group has access to. The higher the number, the more sensitive the reports that can be accessed. For example, if Report Level 5 is allocated, the group can access report levels 1 through 5, not 6 or above. When a report is created, an appropriate security report level is set – lower numbers provide general access to the new report, or higher numbers restrict access to it. It should be noted that access to Jim2 Report Designer can also be restricted by the settings in Security.

A status security level can be set on individual statuses. For example, restrict sales staff from editing a job once its status has changed to Picking. Status Level works the same as Report Level, ie. the lower the number, the more restrictions apply.

Using this Status Level flag in existing security groups, who can use each status in the company workflow can also be restricted. For example, to mark a sales job as finished requires security level 8 or above.

This allows setting a unit price, as well as volume/quantity price breaks for each price level, but provides the option to restrict which staff members can provide which quantity break discounts or movements.

The areas shown in the tree can be expanded or collapsed to show or hide each available function within the selected area. This is performed by selecting the beside each Jim2 area name.

Checkbox Status	Explanation
	This user/group has access to all available functions in this area of Jim2.
	This user/group has access to only some functions in this area of Jim2, based on the boxes that are ticked/unticked.
	This user/group does not have access to any functions in this area of Jim2.

The security group of Administrator (all areas and options are always enabled) cannot be deleted or edited. The default Administrator is the cardfile sys. Once cardfiles for users who will be in the Administrator security group have been set up, it is essential to change the default password belonging to the user sys, as this is a commonly known password. Do this via the User tab in the cardfile for sys. This will prevent users from logging on as sys and changing any security options.

Depending on the user's security level, some icons in the Jim2 ribbon are greyed out, meaning these areas cannot be accessed. Hovering over the icon will pop up a message similar to below explaining the reason:

The bottom section of the Security screen displays those users in the currently selected security group.     Users cannot be added or removed from security groups through this screen. To do that, edit the user cardfile and change the security group there. This can only be done by a user with appropriate security rights to  edit a user's details within a cardfile, ie. an administrator.