Assigning SFA Access to Entities

Define user message groups who can access entity information, such as customer maintenance or Eclipse Dictionaries, using the Eclipse Sales Force Automation (SFA) companion product from a laptop or Palm computing device. You can set different levels of access granted to each ID, depending on your security needs. In addition, you can assign SFA classifications, to build mass e-mails.

To assign access to an entity:

From the Maintenance menu, select one of the following:

Customer - Displays Customer Maintenance.
Vendor - Displays Vendor Maintenance.
Contact - Displays Contact Maintenance.
Eclipse Dictionary >Dictionary Maintenance > Access - Displays the Dictionary Maintenance screen. If prompted, log on to the character-based system.

Enter an entity or dictionary name to display the record.
Select File > Access List to display the Access Control List dialog box

Select the first blank row and enter the user or message group name.

In the Level field, enter one of the following activity levels:

Activity Level	Description
No Access	You cannot download information from this record to your laptop or Palm device. If you have access to a message group ID, use this option to deny access to users within that group. This level overrides any other levels assigned to the individual user IDs.
View Only	You can download information from this record to your laptop or Palm device, but you cannot make changes to the information.
Review	You can download information from this record to your laptop or Palm device and make changes to the information, but you cannot update the Eclipse database. The system creates a tracker with the changes and sends it to the user ID entered in the SFA Administratorcontrol maintenance record.
Full Access	You can download information from this record to your laptop or Palm device, update the information, and sync it with the Eclipse database.

Note: To delete a user or group, select the row to delete, right click, and select Delete Row.

Save your changes and exit the dialog box.

To create SFA Contact Classification e-mail list:

From the System > System Files menu, select Control Maintenance to display the Control Record Maint window.
In the Keyword field, enter Valid SFA and press Enter.
Select Valid SFA Contact Classifications.
Enter the name of the list you are creating, such as Sales Referrals.
Save your changes and exit the window.
From the Maintenance window, select Contact.
For each contact you want in the new classification, open the contact file.
In the Classification field, select your list name, such as Sales Referrals.
Create your e-mail distribution list for your new classification.
Save your changes and exit the window.