Copying Authorization Key Templates

An alternative way to create authorization key templates is to copy and then edit existing templates. For example, you can copy an authorization key template for accounts payable personnel and then edit the new template with additional authorizations for accounts payable supervisors.

To copy an authorization key template:

  1. From the System > System Files > User Control menu, select User Maintenance to display the User Maintenance screen.

  2. In the User ID field, enter a user's ID to display the corresponding record.

  3. Use the Auth Keys hot key to display the Authorization Key/Template Maintenance screen.

The Available Keys column lists defined templates and authorization keys. Templates are at the top of the list and have a prefix of *TP.

  1. Position the cursor on the template to copy and use the Template hot key to display the template in the Authorization Key/Template Maintenance screen.

  2. Use the Copy hot key.

  3. At the Enter Template prompt, enter a new name for the copied template.

The system makes the copy and then displays the original template.

  1. Press Esc to exit the original template and return to the list of templates on the Authorization Key/Template Maintenance screen.

The system prefixes the new template ID with *TP: and displays it with the other template IDs at the top of the Available Keys column.

  1. Select the new template name and use the Template hot key to display the template in the Authorization Key/Template Maintenance screen. Authorization keys assigned to the template display in the Assigned Keys column.

  2. Edit the template as follows:

  3. To assign an authorization key to the template, select it in the Available Keys column and use the Assign hot key.

The key name moves from the Available Keys column to the Assigned Keys column. If authorization levels are associated with the key, the system assigns the lowest level to the user, but you can change it, if needed.

  1. To remove an authorization key, select it in the Assigned Keys column and use the Remove hot key.

The key name moves from the Assigned Keys column to the Available Keys column.

  1. Press Esc to save the template and return to the Authorization Key/Template Maintenance screen for the user ID.

See Also:

Editing Authorization Key Templates

Deleting Authorization Key Templates

Assigning Authorization Keys to a User

Assigning Authorization Keys Overview