by rwalliker » Wed Jan 03, 2018 5:31 pm
If you are not restricted to a single database and you are in the Admin Role (see later) then you arrive at this screen after logging in.
This facility allows you to open and manage your company databases. Each database can itself contain a number of different companies that you wish to consolidate. They can each have their own COA as consolidation is by TYPE or ACCTGP
Select the database and click “Open Company” to open a company database. Databases can be uploaded from the desktop version. Note there is a sample database that can be used to familiarise users without any danger of doing anything wrong with the live database - Plantest.mdb If you want to create a new database enter the database name you want in the box next to “Add Company” and click the “Add Company” or “Copy Company” button. You can backup and restore selected databases
Admin Role Your initial Admin User will be added to the Admin Role which allows access to the full Company Database Manager. Ordinary Users will only have access to the “Open Company” Button. The Admin User can setup Company users (and add them to the Admin Role) and Set restrictions for users on particular databases as follows:
“COMPANY USERS” BUTTON
This allows you to set-up different Users and Limit their access to a single database. A “DirectDbase” field allows you specify a single database the user has access to. If this is specified the user goes straight to that database without seeing the Company Database Manager. You can also unlock users who have entered a password incorrectly 3 times.
“RESTRICTIONS ON USERS” BUTTON
This allows you to restrict what users can do for a selected database highlighted in the list. There are tick boxes to specify whether the user has access to Admin(The Admin Menu) Payroll and ChangeData(ie view only access) There are also dropdowns to specify the Company/Department/Version the user has access to. If the MAIN version is selected the user can see all versions.