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Access Control - setup

To access the login screen, from the main menu select the Settings tab and choose 'Access Control'.

AccessControl01.jpg

Default User name       admin

Default Password        password

Once logged in (only an admin can pass through the setup security), you will be at the security main page.

security1

 

Prompt User

Integrate with Windows

Authentication

Challenge screen prompting the user to login each time the user starts the software and then determines whether access should be granted.

Uses the Windows Login ID to authenticate and then determines whether access should be granted.

 
Segregation of duties

 
Same challenge screen as above, plus grants/restricts access to features on a per user/role basis.
 
Only available on SQL Server with a Treasury Software Enterprise license.
 

 
Same authentication as above, plus grants/restricts access to features on a per user/role basis.
 
Only available on SQL Server with a Treasury Software Enterprise license.

 

Multiple Accounts - Security is applied on an account by account basis
If you have more than one account, you will need to enter into each account you want to protect and make your security selection.
 
Tips:
--Do not put security on the Sample account (do not place 'real' account numbers, etc., in the sample setup).

--Change the default admin password

--Use a Windows Operating screen saver with password protection

 

To add Users, click 'Add'

 

 

security2

If using Windows authentication - enter the user's Windows login name and leave the password blank.

Otherwise, simply enter the the login name and password that will be entered.

Authentication security - All users will be assigned to the admin group.

Segregation security - Assign users to their roles.
 

Delete, Edit and Print

Use as prompted

 

Tips:
Change the password on the 'Admin' account.

Users can switch from account to account as long as their name is listed as a User in each account.

Note: All Treasury Software security is applied on an account by account basis.

 

 

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