Getting Started with Security Classes

The Welcome to the Security Class Setup wizard displays the security classes created by your company. From this screen, you can add new security classes, edit existing security classes, copy security class settings from one security class to another, and delete security classes.

If you are a new customer to Aloha Insight and it is the first time you are accessing Security Class Setup wizard, you must assign each user to a security class.

Security Class Name

— Contains all security classes defined by your company. Security classes must have a unique name, such as Regional Managers, Store Managers, or Corporate Office.

User Count

— Contains the number of users contained in the security class.

Add

Click Add to add a new security class and define the security privileges associated with the security class on the Security Class Setup screen.

To add a security class:

7.	Select System Setup > Security Class Setup.

You should only make the selections necessary for the security class you are configuring. Depending on the security class, not all steps in the following procedure are required.

8.	Click Add.

9.	Type a unique security class name.

10.	Select the login start time.

11.	Select the login end time.

12.	Type the number of days between password changes.

13.	Type the number of failed attempts before locking the user out of the Aloha Insight system.

14.	Select Force Difficult Passwords.

15.	Enable Reports, Security Rights, and Applications to update the security class with all new features within these categories upon a new release of Aloha Insight.

16.	Assign which applications the security class can access.

17.	Assign security rights to the security class.

18.	Assign the reports you would like available to the security class.

19.	Assign which stores the security class can access.

20.	Assign which regions the security class can access.

21.	Assign which areas the security class can access.

22.	Assign which store groups the security class can access.

23.	Click Save.

Edit

To edit a security class, select the security class in the list box, and click Edit. To edit a security class, you must be assigned to a security class that can edit security classes.

Delete

To delete a security class, select a security class with a user count of zero in the list box and click Delete. Aloha Insight prevents you from deleting a security class when users are assigned to the security class because every user must be assigned to a security class. If the security class has a user count greater than or equal to one, the system prevents you from deleting the security class.

If you want to delete a security class that contains a user, you should access the User Account Setup wizard, and sort the list by security class. Locate the security class, and assign the users to another security class. Access Security Class Setup wizard again, and select the security class and click Delete.

Copy

Select a security class in the list box and click Copy to copy settings from one security class to a new security class. Copying settings to a new security class enables you to start with pre-configured settings and can save time when creating new security classes. For example, create a “General Manager” security class and copy the settings as a starting point for your “Store Manager” security class. You can then make modifications to the “Store Manager” security class as necessary.