MoversSuite Administration (web) > User Setup > Security Profile
Security Profiles link modules of functionality to branches of services. Users assigned to a profile that does not include a certain module or branch will not be granted access to orders or functionality associated to the particular module or branch.
Use the table below to create Security Profile records that will be assigned to personnel within MoversSuite Administration (web) > User Setup > Personnel > User Setup > Security Profile. View the Security Profile Detail report for a complete list of established security profile modules along with the branch and access type they are assigned to.
|
Security Profile Fields |
Description |
|
Module |
Select a Module from the provided list to be assigned to the profile. Standard modules are listed within the Standard MoversSuite Modules section. A Module is the area of functionality to be accessed by users assigned to this Security Profile. |
|
Branch |
Select a Branch from the provided list to be assigned to the profile. Users assigned to the selected Branch will have access to the Module. Since each order in MoversSuite must be assigned to a branch, the branch assigned to the profile controls which orders a user can access for the selected module. Refer to Personnel Setup for details on assigning branches to personnel. |
|
Access Type |
Select Full to grant users the ability to add, edit, and delete records and perform other related functionality within the Module for orders linked to the specified Branch. Select Read Only to limit users to viewing data within the Module for orders linked to the specified Branch. |
|
Manager flag |
Setting this flag will grant additional privileges to users assigned to this profile. When the flag is set for the Order Information module, the users will be granted access to the Account Profile Management interface. See the Security Profile Settings for Account Profiles for more information. When the flag is set for Order Information and Revenue Entry modules, these users will be able to override the Invoice Requirement value set within the MoversSuite > Billing Information screen. Manger flag set for Revenue Entry will also allow clerks to change the Customer number even if invoices have not been void and revenue has not been reversed. |
Fields appearing in red are required when adding new records.
Tip:
MoversSuite suggests granting coordinator and dispatcher profiles the ability to view (Access Type of Read Only) both Local Dispatch and Long Distance Dispatch modules for all branches (locations). This is to ensure that communication is not disrupted across locations.
Use the following procedure to define new Security Profile records.
Creating a new Security Profile
1. Access MoversSuite Administration (web),
2. Open the User Setup > Security Profile screen,
3. Press New and the Security Profile will become active,
4. Enter the name of the new Security Profile,
5. Press Save to add the record,
Note: All assignments existing in other profiles can be copied into this profile. Select the Profile to be copied from within the Copy Assignments section and press Copy. All assignments will be added to the opened/new profile. This can be repeated to copy assignments from multiple profiles. When duplicate assignments are found, as determined by a match on Module and Branch, will not be copied.
6. In the New Security Profile Assignment section:
7. Select a Module to be assigned to the profile. This is the area of functionality within MoversSuite that will be granted access to users of this profile. Refer to the Standard MoversSuite Modules for a listing,
8. Select a Branch to be assigned to the profile. This setting control which orders a user has access to within the area of functionality defined by the Module. Users must be assigned to the branch as determined by the MoversSuite (web) > User Setup > Personnel > Assigned Branches setting,
9. Select an Access Type of Read Only to limit user access to the selected Module for the selected Branch or select Full to grant full privileges,
10. Check the Manager flag to grant additional privileges to the selected users (as described in the table above). Note: This setting only applies to the Order Information and Revenue Entry modules,
11. Press Save to add the detail assignment to the profile,
12. Repeat Steps 9 through 11 to add other assignments.
Standard MoversSuite
Modules