SMB Behavior – A Quick Primer on Security

SMB Behavior – A Quick Primer on Security

Applies to
: Master Builder 11.x, 12.x, 13.x

The security in Master Builder is a little bit atypical from the usual. Here is a quick primer on the key points of the basics. These basic points proabably cover about 80% of the questions we receive regarding Master Builder security.

Mini-Primer on User Rights in Sage Master Builder

  • The supervisor account is dedicated and the associated rights cannot be assigned to any other account. Only the supervisor account can be used for certain things including assigning access rights to each screen.
  • In the 7-3 screen, there are groups and users. Users are provided with a password and assigned a group. Security rights are provided through the groups. Note that there is no way for a user to change their own password, it has to be done by someone with access to the 7-3 screen.
  • Basic security rights such as the ability to void or save save a transaction and printing checks are then assigned to the group. This is global security right that applies to every screen the group has access to.
  • Access to a specific or menu item screen is given by going to the menu item as the supervisor, accessing the rights to that menu item by clicking F7. Click on the check box for each group you would like to have access to that screen and all the sub screens.
    Important
    : If no check boxes have been checked – everyone has access to that screen.
  • In each data entry screen, access can also be set by group to specific fields – say the salary field in the 5-2-1 screen in payroll. To set security, click on the field as supervisor, hit F7 and indicate the groups that should have access. The behavior is the same as menu items. If a user does not have access to a field, that will be maintained throughout the program. So, if a report has the salary field on it and the user does not have rights to see the salary field, they will not be able to print the report.

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