Starting with Salesware 3.4 and then expanded in 4.0, role-based security is now used in the product. The security topics in this section describe how to implement role-based security. All Salesware users need to be assigned a security role in order to be able to perform various tasks within the system. An operator without a security role can still perform the basics, such as selling items, and he can also perform any security controlled functions that are allowed via the “global default” security role. See Appendix A: Salesware security settings for a description of all security settings that can be included in a security role. See How to create the global default security role for more information on the global default security role. A training video about security roles is also available, from http://portal.siriusware.com/docs/Videos/index.html

 

Note: that this video was created for Salesware 3.4, but the concepts apply to 4.3 as well.

 

Salesware 4.0 still allows you to set numeric security levels for operators that can be used to control the items and specials viewed at the POS, based on the operator log-in. This setting is an integer from 0 – 9 and any operator with a numeric security level equal to or greater than the numeric security level set on the item or special is able to see that item or special when logged into Sales. Use of the numeric security levels to control actions within the system has been replaced by role-based security in versions 3.4 and 4.0, but still has a few applications used by some clients.