Getting Started

Security

An overview of security in Texada iMACS.

Summary

There are 3 levels of security - user level security, project and stock security, and security between companies.

User Level Security

Each user is assigned to a security group, which defines what information the user can edit, and what is read-only. It also defines what global menu items, left menu items, and tabs the user can see.

Company Security

All users can view other company’s projects and stock numbers. Users can only edit information on projects and stock numbers that are owned by their company or included in their company group.

Project and Stock Number Security

Project and stock number security is determined by the project status and the stock number status. Project and stock information can only be edited if the project status is Pending or In Progress, otherwise all information is read-only.

Stock summary information can be edited if the stock status is Pending or In Progress. Bills of material, purchase order, receiving, shipping, and project change request functions can only be used if the stock status is In Progress. All stock budgets can be edited when the stock status is Pending, but this information is read-only when the stock status is In Progress. To edit this information, you must issue a Project Change Request.