Add a Security Profile

Here's how to add a security profile once you have the security system in Lynx set up. If you have yet to set the security system up see Set Up System Security.

Note: If you set up even one security profile (other than for the security officer), then you need to set them up for all of your users. Otherwise, these other users will NOT have access to the system.

TO ADD SECURITY PROFILES OR PASSWORDS. . . the "security officer" does the following:

From the Lynx Main Menu . . .

1. Left-click on Company and a drop-down menu will appear.

2. Left-click on Company Setup.

3. Left-click on Security Setup.

4. This will display the Lynx Security Clearance window.

5. Open the drop-down list of User Names using the button and locate the "Security" profile.

6. Enter the "Password" and left-click the button. This will display the Add, Change, Delete Security Profiles window.

From the Add, Change, Delete Security Profiles window. . .

1. Left-click the button and enter the first User Name (this can simply be their name).

2. Enter the Password associated with this User Name (this should be unique and somewhat obscure).

Note: The password can be any alpha-numeric combination from 1 to 255 characters but should NOT contain any blanks.

3. Select the appropriate information from these dropdown menus:

. . . . select which employee belongs to this security profile. If you need help on adding employees see Add an Employee.
. . . . select the Windows User Name of the employee for this security profile.
. . . . select the Computer Name of the employee for this security profile. If there are no options in the dropdown menu try pressing the button. Lynx will attempt to scan your network and populate the menu with the names of all your computers in that network.

4. Check the areas of the system (Customers, Bookkeeping, etc.) you want this user to have access to. No check, no access. This combination of checks (that is, access or no access) represents the "security profile" for this person.

In this example, the security profile "Bruce Banner" was created with permissions allowing access to Delivery, Tanks, Customers, Inventory, and Accounts Receivable. However, the account is denied access to Service, General Ledger, and Accounts Payable.

5. Left-click the button. This will post your changes to the system, saving them.

6. If you would like to adjust the access to any of the reports in the system for this security profile do the following:

Left-click the "Use Report Security" radio button so that it is "checked". Like so:
Left-click the tab. This will display the Configure Report Security window.
Make sure the correct employee is chosen in the dropdown menu located near the top of the window.
From here you can allow/deny access to any of the reports listed by "checking" or "unchecking" the radio button next to the intended report.
These choices automatically save, so when you're finished simply left-click the to get back to the Add, Change, Delete Security Profiles window.

7. If you would like to adjust the access to any of the menus in the system for this security profile do the following:

Left-click the "Use Menu Security" radio button so that it is "checked". Like so:
Left-click the tab. This will display the Configure Menu Access window.
Make sure the correct employee is chosen in the dropdown menu located near the top of the window.
From here you can allow/deny access to any of the menus listed by "checking" or "unchecking" the radio button next to the intended menu.
These choices automatically save, so when you're finished simply left-click the to get back to the Add, Change, Delete Security Profiles window.

8. If you'd like to add another security profile, return to step 1 above.

9. When you're done setting up all of the security profiles, left-click the close button to return to the Lynx Main Menu.