View your user security setup

You can view a summary of a user's datafile security and process security. The user record must be saved first.

Steps

1. Go to Tools > System Maintenance > Security Tool.

2. Click Users.
   

3. In the Security - User window, in the User name field, select the user.

4. Click View Process Security.
   

5. The Currently defined processes window shows the allowed processes for the user. Click  to close the window.
   

6. Click View Datafile Security.
   

7. The Secured Datafiles window shows the secured files, records, and fields for the user. Click  to close the window.
   

   • The Record Level table shows whether the user can create, delete, view, or modify a record.

   • The Field Level table shows whether the user can view or modify a specific field in a record.

Note: If you see something other than Yes or No, this is a custom formula for your site. It's called a Depends routine and it decides whether a user can create, delete, view or modify depending on specific criteria. For example, they can modify a Natural Science record, but not a Human History record. If you see a Depends routine, you can send a screenshot to support@vernonsystems.com and we can help determine what has been set up.

Tip: To view the security setup for all users, you can run a security report. See Report on your security setup.