The Eclipse system ships with pre-defined templates that contain authorization keys associated with common job types.
The following authorization key templates might be provided:
Template |
Is designed for... |
*TP:AR/AP |
accounts receivable and accounts payable personnel. |
*TP: MGR |
managers. |
*TP:SALES |
inside and outside salespeople. |
You can modify these templates and create others as needed. The system prefaces templates with *TP: and all templates display at the beginning of the Available Keys list on the Authorization Key/Template Maintenance screen.
To edit authorization key templates:
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.
Position the cursor on the template to edit and use the Template hot key. To display the Authorization Key/Template Maintenance screen. Authorization keys assigned to the template display in the Assigned Keys column.
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.
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.
See Also:
Creating Authorization Key Templates
Copying Authorization Key Templates
Defining User Defaults for Solar Eclipse