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Creating Users and Assigning Rights
This section will describe the procedure for creating users and assigning rights in CATS. Each menu option in CATS can be assigned a right that users must possess to access it.
PB and SU should never be deleted from the system. These user IDs are used to maintain CATS. Rights for these users should encompass all possible rights for the system.
Adding Users
New users can only be added by the CATS Supervisor (User SU). If you attempt to exceed the number of users allowed by your CATS agreement, CATS will warn you.
To create a new user, choose Maintenance > User File from the main menu in CATS. []
Choose Add from the menu, then enter a new three-character name for this user. Select Apply to continue and add the user.
The next screen will allow you to enter a full name and rights for this user. You can also elect to have this user be a Guest user, which means the user can view the system but not edit or add anything.
Enter the appropriate details, then pick Apply to save and see a summary of this user’s details.
Assigning Rights Restrictions
All rights are restricted by assigning characters (single letters or digits) to menu items in CATS. This can be top-level menus (such as “A” rights assigned to the entire Accounting area) or as small as a single menu option on a particular screen (assigning “3” rights to the Edit function on item screens).
Log into CATS as SU.
From the ? menu, choose Supervisor > Rights Monitor.
Now, navigate to any menu item in CATS and a scan will pop up with the menu name, location, and any rights currently assigned to it. For example, go to File > Contracts > Purchases > Add and this scan will pop up:
The Add function for Add a Purchase Contract has C rights. This means that only users with *C rights can add a purchase contract. The sales Add menu option, however, has Zrights assigned to it.
A user will need to be assigned C and Z rights in order to be able to add both purchase and sale contracts.
Alternatively, you could assign the same C rights on both the Purchases > Add and Sales > Add menu options. Then a user with only C rights could add both purchase and sale contracts.
Press the [Esc] key after you have finished editing the rights with this scan to continue.
Rights Report
You can see a list of menu items and their respective character-based rights by printing a rights report from the Maintenance > General Maintenance > Rights Report area.