security levels are intended to set classes of cashiers that are restricted from doing certain functions. Almost any menu or screen control can be restricted in SO Manager or POS using the instructions from the help file:
Setting up a security level As the administrator, use the following guidelines to set up your security levels for the Manager program. If desired, set up the levels for the POS program.
After you define the security levels, you can assign them to your employees.
To set up a security level in the Manager program
On the File menu, click Security, and then click Set Security.
The Security Mode window informs you that the system is now in security mode. Click OK. You will see the Security Mode icon on the bottom of your screen.
There are two different ways to define security.
To set the security for an entire menu (i.e., Journals) or menu option (i.e., Close Billing Cycle), press Ctrl-Alt-S. After Store Operations informs you that the system is now in the menu security mode, click OK. Select the desired menu or menu option, and then right-click your mouse to define the security behavior. Note that after you press Ctrl-Alt-S, left-clicking your mouse does not let you drill down to specific windows. When you right-click your mouse, you can disable the menu or menu option for the applicable security levels. When you disable a menu option (i.e., Customers), its associated button on the main interface's toolbar will automatically be disabled. Repeatedly pressing Ctrl-Alt-S enables you to toggle the menu security mode.
To set security behaviors for individual field boxes and controls, follow the instructions in the next steps. Note: First ensure that the menu names are not highlighted in blue. If they are, press Ctrl-Alt-S to exit from menu security mode.
Select a window whose security controls you want to define. For this example, go to the Database menu, click Items, and then click Item Messages.
Press Ctrl-S. Each control will be highlighted in either a blue (control currently as no access restrictions) or red (control currently has some type of access restriction) color. If you move the cursor over the controls, Store Operations highlights the selected control in yellow.
If you do not want certain employees to be able to remove an item message from the database, you could restrict access to the Delete button. To do this, click on the Delete button. You will see the Security window.
In the Access Rights table, position the cursor on the applicable security level and either select or clear the Disable Change option for the applicable security level. If you select (check) the option, the cashier assigned to this security level will not be able to delete an item message. In security mode, this option will be highlighted in red showing you that the control has some type of restriction.
Click OK.
On the Item Messages window, continue to set the security access for the applicable controls.
When you finish, press Ctrl-S. You can then display another window and press Ctrl-S again to assign the security access privileges. Repeatedly pressing Ctrl-S enables you to switch from assigning security control behaviors to displaying other windows.
After you set up your security structure, you can exit security mode by clicking Set Security again and then clicking OK on the Security Mode window.
To set up a security level in the POS program
On the transaction screen, click on the blank field located to the left of the F7: Set Customer function key. You should see the Security Mode icon displayed both on the field that was just clicked and at the top of the transaction screen.
Select the window whose security controls you want to define. For this example, press F2 to display the Items window.
Press Ctrl-S. Each control will be highlighted in either a blue (control currently as no access restrictions) or red (control currently has some type of access restriction) color. If you move the cursor over the controls, Store Operations highlights the selected control in yellow.
If you do not want certain cashiers to be able to delete an item at the point-of-sale, you could restrict access to the Delete button. To do this, click on the Delete button. You will see the Security window.
In the Access Rights table, position the cursor on the applicable security level and either select or clear the Disable Change option for the applicable security level. If you select (check) the option, the cashier assigned to this security level will not be able to delete an item.
Click OK.
On the Items window, you can set the security access for the applicable controls.
When you finish, press Ctrl-S. You can then display another window and press Ctrl-S again to assign the security access privileges. Repeatedly pressing Ctrl-S enables you to switch from assigning security control behaviors to displaying other windows.
After you set up your security structure, click on the Security Mode icon located on the bottom left corner of the transaction screen to exit security mode.
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