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Security is used to set up access control and privileges for the users of ProTrack Warehouse. The security settings will determine the options that can be accessed in ProTrack Warehouse. The Setup Role screen will help you give role-based privileges to the user.
To access the Setup Role screen:
- Log in to ProTrack Warehouse.
Select Security under the Employees menu. The Setup Role screen appears.
Fig.1 Setup RoleSecurity Tab Descriptions
Tab
Description
Role
Displays the details of different roles in the system.
Assign Function
Displays the functions associated for the selected role.
Table 1. Security Tab Descriptions
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You can define and add roles depending on the type of interaction of the users with ProTrack Warehouse system using the Setup Role screen.
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- Click to add a new Role.
- Type the Role Name.
- Select Facility from the drop down list.
- Select Data Level from the drop down list.
Enter in seconds the idle waiting period before ProTrack Warehouse will close the open session.
Fig.2 Setup Role - Adding New RoleField Description
Field
Description
Role Name
Must match the role name that is being imported for the employee.
Facility
Establish which Facility this role can view data.
Data Level
Determines what level of data this role can view.
Time Out
Enter in seconds the idle waiting period before ProTrack Warehouse will close the open session.
Observation Option If the APM module is enabled user has the option to enable slider bars or buttons when utilizing the screens within APM. Table 2. Setup Role Field Descriptions
To assign functions to the role, click the 'Assign Function' tab.
Fig.3 Setup Role - Assign FunctionsTo search for particular functions, click the 'Select Function' link and provide the search criteria in the Function Name field and click . The functions will be listed in the ‘Search Results’ section.
Fig.4 Setup Role - Search FunctionsSelect the Select check box of the individual functions and click . The selected functions will be listed in the ‘Functions list’ section of Setup Role screen.
Fig.5 Setup Role - FunctionsAssign Function Field Descriptions
Field
Description
View
View data only.
Add
Add new entry via the screen.
Edit
Edit and save changes.
Delete
Delete a data record.
Run
Run a specific function (i.e., Re-process from PAW Monitor screen).
Table 3. Assign Function Field Descriptions
The privileges to the role can be given by selecting action check boxes such as Add, View, Edit, Delete and Run for each function.
Info title Info - For each function, at least one action needs to be provided.
- If you do not want to assign the selected functions, select the Delete check box of individual functions.
- Click to save the role.
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