Creating Authorization Key Templates

An authorization key template is a group of user authorization keys that specifies the permissions required for a designated job function. When multiple users perform the same tasks in your company, create a template for that job function and then assign the template to each user. For example, you can create and assign one authorization key template for counter salespeople and another template for accounts payable personnel.

To create an authorization key template:

From the System > System Files > User Control menu, select User Maintenance to display the User Maintenance screen.
In the User ID field, enter a user's ID to display the corresponding record.
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.

Move the cursor to a line that does not begin with an asterisk (*) and use the Template hot key to display the Authorization Key/Template Maintenance screen.
In the Template field, type the word new and press Enter, and then enter the new template ID to display the list of available authorization keys.

You can assign authorization keys to the template now or you can create the template without assigning keys to it. To assign keys to it later, skip to step 8.

Note: You can also create a template by copying and then editing an existing template.

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.

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.

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

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