Executive Dashboard

Setting Up User Security

You must set up a password in the Executive Dashboard parameters before setting up security. See Executive Dashboard Parameters.

In the Dashboard, you can set up user security and user groups. However, we recommend that you set up security first.

You can set up individual or group security for Accounts Receivable, Accounts Payable, Bank, and Sales.

1. From the DDMS Master Menu, double-click , then double-click .

2. Click Set Up User Security.

3. The Dashboard Security Setup dialog box opens. Enter the password from the Executive Dashboard parameters then click OK.

4. You can set allowed users. To do so, highlight the area for which to set allowed users and click Set Allowed Users. (You can also highlight the area, Accounts Receivable for example, and right-click and select Set Allowed Users.)

5. In the Set Allowed Users For window, highlight the user group and click Add User. (You can also highlight the user group and right-click and select Add User.)

6. The Select Users dialog box opens listing all available users. Click the user to select and click OK.

7. The system returns to the Set Allowed Users For window. At this point, you can add or remove groups and add or remove users using the Current Options menu.
   
   To remove a user, highlight that user and click Remove User. (You can also select a line and right-click Remove User.)
   
   To add a group, click Add Group and select the group from the Select User Group Security dialog box. Highlight the group and click OK.
   
   To remove a group, highlight the group to remove and click Remove Group. (You can also select a line and right-click Remove Group.)
   
   To set allowed users/groups for another area, click Set Another Area.

8. When finished setting up user security, you can set up User Groups. See Setting Up User Groups.

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Getting Started with Executive Dashboard