Access to Advances functionality is controlled by security module settings for each branch of use within the Web Administration Tool by means of the Security Profile setup.   The Advance Management and Advance Processing modules must be assigned by branch to Security Profiles.

 

The following process describes how an administrator can update an existing Security Profile record to reference the Advance Management and Advance Processing modules. 

 

Adding Advance modules to Security Profiles

1.   Access the Web Administration Tool,

2.   Open the User Setup > Security Profile setup,

3.   Locate and select a Security Profile from the drop-down list. 

Figure 19: Security Profile screen

 

Note:  A user is assigned to this profile within the Security Profile field of the User Setup > Personnel.

Add a new entry by scrolling down to bottom of the listing and making changes to the following fields within the line that contains the Save button.

4.   Select the Module value of “Advance Management” to allow the users attached to the selected profile the ability to generate advances.  Select “Advance Processing” to allow users the ability to generate transactions for advances, 

Important: Users assigned to a profile that accesses Advance Management must also include Local Dispatch and/or Long Distance Dispatch modules with appropriate Access Type.

5.   Enter the Branch for which users of the selected profile can access Advances,

6.   Enter Access Type (either Full or Read Only).  Refer to the tables below for specifics on this setting,

Security Module	Access Type of READ ONLY Grants the Following:
Advance Management	User can only view information on advances generated on drivers that belong to a branch in which they have access to.
Advance Processing	User can only view information on advances through the Process Advances (Accounting Tools > Advance Processing) interface.

 

 

Security Module	Access Type of FULL Grants the Following
Advance Management	User can view, add, and void an advance to drivers that belong to a branch in which they have access to.
Advance Processing	A user can generate transactions and create uploads (and upload files).

Note: The Manager flag serves no purpose for either Advance Management or Advance Processing modules. 

7.   Press Save to keep the changes,

8.   Repeat Steps 3 through 7 to assign Advance Management and Advance Processing modules to other Security Profiles.