Security

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:

1. Log in to ProTrack Warehouse.
2. Select the Security tab under the Configuration menu. The Setup Role screen appears.
   
   

   
   ^{Fig.224 Setup Role}

   
   Security 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 53. Security Tab Descriptions}
   

Adding Roles

You can define and add roles depending on the type of interaction of the users with ProTrack Warehouse system using the Setup Role screen.

To add a new role:

1. Click to add a new Role.
2. Type the Role Name.
3. Select Facility from the drop down list.
4. Select Data Level from the drop down list.
5. Enter in seconds the idle waiting period before ProTrack Warehouse will close the open session.
   
   

   
   ^{Fig.225 Setup Role - Adding New Role}

   
   Field 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.
   Screen	Name of the PTW screen this role may access.

   ^{Table 54. Setup Role Field Descriptions}
   
   
6. To assign functions to the role, click the 'Assign Function' tab.
   
   

   
   ^{Fig.226 Setup Role - Assign Functions}

   
   
7. To 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.227 Setup Role - Search Functions}

   
   
8. Select 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.228 Setup Role - Functions}

   
   Assign 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 55. Assign Function Field Descriptions}
   
   
9. 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

   • 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.
   
   
10. Click to save the role.