To create new accesses in the user administration or to change existing ones, you need supervisor rights in PC CADDIE.

With the password administration, PC CADDIE offers you the possibility of granting individual users different access rights to individual functions. You can access this via System/Password administration to access the main menu of this function.

When creating passwords, we distinguish between single accesses (1) and access groups (2). Old accesses are deactivated and remain in the list (3). This is the only way to assign movements in the past. You also have the option here to define basic basic settings (e.g. automatic logout after a certain time, etc.) (4).

Please note that the password query must be switched on due to the cash register guidelines.

An individual access is created if you want to give individual rights to a person.

TIP If you have several employees who are to be given the same permissions, work with Access groups.

Go to the menu via the button New button and select the desired option (single access or New entry as a copy of the selected one).

In the following dialogue, the desired settings are made to define the staff members' access rights.

1. Define a password for the respective employees after entering the name and the abbreviation. The newly created user can enter his or her own password when logging in for the first time. To do this, activate the function Must change password (5).
2. Define the account areas to which the corresponding user is to have access. The released account areas are listed separated by a semicolon (semicolon).
   So that you do not have to store the archives individually, you can work with e.g. UMSATZ;UMSATZ/*;CLUB. This would give the employee access to the account areas turnover and all turnover archives as well as the account area club. If you do not enter an account area, the employee has access to all account areas.
3. Now assign the individual access rights. Note that you also have different setting options for the different categories. For example, the following selection is available for persons:
   
   If an account belongs to a group and should also receive its permissions, it is sufficient to leave the individual categories set to „according to group“. A description of the restrictions of the individual settings can be found further below in the chapter Setting access rights
4. Passwords can also be assigned for a limited period of time. Define the time frame in which the access should be active.
5. When an employee leaves, deactivate his or her password here. You should not delete the password under any circumstances, as otherwise all bookings made by the leaving employee will be set to N.N.. According to the cash register guidelines, it must remain visible who made the booking.

The password management of PC CADDIE allows you to regulate the individual passwords individually. For this purpose, there are several special functions and blockings (e.g. of individual fields, etc.) which can be stored under Special. These additional restrictions allow you to block individual specific fields for editing (an example of this could be the membership field in the person mask). You can find more on this in the chapter Special/Restrictions.

The PC CADDIE Infodesktop can only be activated here by the supervisor.

Define the group(s) to which the selected access should belong. The advantage here is clearly the standardisation of rights and the time saved in contrast to individual installations.

You can find out more about this topic in the chapter Creating an Access Group.

1. If a task is created for a certain group, it can be determined here which of these group entries should also be displayed for this individual employee.
2. If the employee opens a new CRM\DMS entry, this entry should be created or visible for the corresponding person or group by default.
3. Via the settings of the Windows rights, it is possible that PC CADDIE accesses Windows with other permissions than the logged-in user. This can be an advantage if, for example, form letters have to be created that are located in a folder to which the logged-in user has no access via the Explorer.

1. These details are primarily informative. However, they become important if, for example, you have licensed the mail dispatch via PC CADDIE. You can configure the template so that the data entered here automatically appears in the mail. For this purpose the commands <USERNAME.> for the name, <USERMAIL.> for the mail address and <USERTELE.> for the direct extension number.
2. If available, assign the access to the corresponding timetable area. This is especially important if you want to enter CRM appointments in your timetable. If you are working with PC CADDIE time recording, also tick the appropriate box.
3. An absence message can be stored for each access and a substitute can be defined. This information is visible in the CRM system and in the timetable. Use this option if you are going on holiday or will be absent for a longer period of time. This will ensure that no CRM/DMS tickets are switched to you and remain until your return. If you become a deputy during your absence, you can enter this person here as a substitute. Your open entries will then be visible to your substitute and can be edited.
4. If you are working with waiter locks, you can see here which code the key of the corresponding waiter lock has. operator lock has.

The same basic principles apply to the creation of access groups as to individual access. If you want to assign rights to an individual access that do not correspond to the standard settings of the access group (e.g. if an employee of a group should have more rights than all others), change this directly in the individual access. These settings have priority over the group rights.

The settings here are identical to those for Individual access and apply to everyone who is assigned to the respective group.

The functions of the individual settings are described below in the menu Setting access rights.

The restrictions under special are created in the same way as those in the tab Special of the individual access, except that they apply to the whole group and not to one person.

How do I set the individual access rights? We have described basic information on the individual categories in the following table. For authorisations/blockings that only refer to individual functions or input fields in PC CADDIE, please contact our support.

Important: if an access is parameterised with „no“, this „no“ always has priority! Regardless of whether it is stored in the settings for the person or in those for a group, no is just no. If individual persons (for example, at the reception desk) are to be given more rights than others, then the corresponding setting (for example, for turnover) in the group (reception desk) must be set to „neutral“ and the rights of the individual employees are given/denied directly to the corresponding person. The most frequently used special commands for additional rights or refusals are listed under the description of the settings. These must be entered in the respective access in the tab Special tab.

Settings that refer to the articles:

Settings related to the cash register

Settings related to the contribution account:

Note:

You should not delete a user in the password administration, but rather block the access. Otherwise it is no longer possible to trace who did what and when. Only the person's ID is stored in the database and not the real name.

If a new user wants to be created with the same identifiers that are already linked to an existing - albeit deactivated - access, PC CADDIE will send you a corresponding message. If an account has ever been deleted that had the same abbreviations as the new account, the new person is stored in all places where the old person was previously linked.

In particular, CRM\DMS users should always not delete delete users. The blocked users are marked with a preceding „Z“ or X in the password user administration. In addition, all tickets still open for the person leaving can be changed to another person.

If you still have questions, please contact our support team.