Before setting security in User Maintenance, you need to establish security defaults for your store.  

Go To:

Tools > Options.  

Under the General tab

• Set the Security Model field either to Full Access or Restricted Access.  
  • Full Access: establishes the store default as unlimited access to users.  
  • Restricted Access: establishes a default of no access.  
  • IMPORTANT: The User Maintenance program will define security for users by setting exceptions to ths default.  
    • If your default is Full Access, you then need to define which programs users do not have access to via User Maintenance.  
    • If your default is Restricted Access, you need to define which programs users do have access to via User Maintenance.

Go To:

Tools > Administration > Security > User Security

The User Maintenance program is where you set up and maintain users.

One of the primary functions of the User Maintenance program is defining user security.  

To create a new user:

Click on the New button.  

Key in the User ID, User's Name, Password, Default Store, and, if applicable, Security Group for the user in the blank fields.

To set user permissions:

• Click on the Permissions button.
• The different modules in iMerchant are represented by buttons listed at the top of the window.

• Click on each button, one by one.
  • A list of programs associated with that module appear in the window.
• The list of programs will appear under the Description column.
• To the left of the Description column, there is the Use column.
  • Check the box under the Use column for any of the programs you wish to define.
• To the right of the Description column, there are four columns: Display, Delete, New, and Update.  
  • A list of check boxes appear under each column.
  • If your security model default is set to Restricted Access, the boxes you check grant the user permission.  
  • If your security model default is set to Full Access, the boxes you check deny the user permission.
  • Exception:  The Cashier Only selection functions differently, and is not tied in with the security model default.  If you check the Use column for Cashier Only, the user in question will only have access to the POS module.  
• Once you have everything defined
• Click on the Save button
• Close the window.  
• You will be returned to the User Properties window.

Check to make sure all of the information is correct.  Then save the information and close the window.  

• You are returned to the Find User screen.  
• The new user has been added to the system.  
• Repeat the process to add more users.

iMerchant Tip:  To have user security take effect, the user whose security has been changed or added needs to log off of the system and then log back on

Define your search using the search fields under the Find User By: portion of the screen and hit Enter

• Your search results will appear
• Double-click on the user you want.  
• The User Properties window opens.

Here you can make changes to the user's information or security, or delete the user from the system.

To Delete the user from the User Properties window:

• Select Edit > Delete  
• Follow the prompts and Delete the user.

Double-click on the user whose settings you want to replace.  

• Select Copy Settings in the Menu Bar

In the Copy Settings from the following user field

• Select the user whose properties you want to copy onto the user you have called up.
  • You can use the Binoculars to find a user to Copy
• Check one or both of the following:
  • Copy Sticky Settings: pertains to the user's default store and security group
  • Copy Permissions: pertains to the individual user security settings
  • Your selection depends on which aspects you want to copy from one user to the other.

Go To:

Tools > Administration > Security > Group Security

Group Security works the same as User Security; however, Group Security bundles multiple users together into a group and sets the security for the whole group.

Create a new group by clicking on the New button.

• The Group Properties window appears.
• This is where you will enter the Group ID (code) and the Group Name.
• Click on the Permissions button.
• Set the security for the group exactly the way you would for an individual user.
  • If an individual user is part of a group, you don’t need to set up that user’s security as an individual.
  • The security in question will be defined by the group to which the user belongs.
• Once you are through setting Permissions for a group, click on the Save button
• Close the window and you are returned to the Group Properties window.
• If everything is set, simply close out of this window, too.
• The group's security has been set.
• You can create as many groups as you need.

Choose the desired group and double click on it.

The Group Properties window appears.

From here, you can change the Group ID and/or Group Name if you wish.  

You can also Delete the group using the Delete button and following the prompts.

If you want to check (or alter) the group's Permissions

• Click on the Permissions button.  
• This will take you to the User Permissions screen where you can view and set the Groups Permissions just as you did for Users.