Saturday 23 August 2014

SECURITY CODES (PART 1)







Hello people..today post is about security codes..what is security codes?? Security codes can control whether users can see and use certain fields. For example, you might want certain fields to appear for some users, but not others. To do this, add the security code, set what it controls, and then specify who can use the code.

To add a security code, from Manage, click Defined FieldsSystem Defined fields. Then click Security Rights. Click Add a New Value and enter a name for the code. The code appears on the System Defined Field: Security Rights page.
To set a security code for a user-defined field, from Manage, click Defined Fields. Click Add a New Field, choose your options,select the security rights for the field, and click Save.
To set a security code for a fund, campaign, approach, or letter, from Manage, click FundsApproachesCampaigns, or Letters. Click Add a FundAdd an ApproachAdd a Campaign, or Add a Letter. Add the fund, campaign, approach, or letter; choose security options, and then click Save.
After you add a security code and set what it controls, specify who can use it. You specify whether a user can see values for certain system-defined codes. System-defined codes represent specific pieces of data that the application needs to function. Although you can’t change the system fields, you can define values for most of them. So you can create codes for security and then assign those codes to user-defined fields or to Funds, Approaches, Campaigns, and Letters.


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