Welcome to Terminal-Based Security. At the most basic level, security can be defined as controlling the access capabilities of those who use your Epicor. There are three levels of control in Terminal-Based Security: who, what, and where:
The who is the employee.
The what is the capabilities you assign to each employee. You can control not only which windows an employee can access, but which actions within a window the employee can execute. For example, you may want to give an employee access to the Inventory Maintenance window, but may not give him or her the ability to delete or change an item.
The where is the terminal (and store if you have a multistore system) where any given employee is authorized to work.
Terminal-Based Security works by having employees "sign on" when they begin work at a terminal, and then "sign off" when they have finished. When no one is signed on to a terminal, the default security set up in Modify Terminal Record (Function MTR) is active.
For each employee, you'll create a user record that tells the Epicor who the user is, what their password is (if you choose to set up passwords), and various other information about the user.
The easy-to-use online help system can assist you in finding out what you need to know about the Terminal-Based Security application. Look at the list of books on the left side of your screen. Inside the Terminal-Based Security book you'll find other books with information topics. Double-click a book to open or close it. The topic list displays when a book is open. Double-click a topic to display it on your screen.
To learn more about the online help system, open the Using Help and Other Training Resources book and then open the Using Online Help book. Read the topics in that book and you will find out more about navigating the online help system.
To start setting up Terminal-Based Security, open the Setting Up Security book and read the topics contained in that book.
If you have a question or need additional information you can contact Epicor Software Corporation™ (for example, you have a question for the Eagle Advice Line, or you'd like some product information from Epicor Direct ). Open the Using Help and Other Training Resources book and then open the Contacting Epicor book. There you'll find the information you need to get in touch with Epicor.