Readysell security

READYSELL SECURITY
SECURITY
SHIFT, ALT, F11
P/W: SECURE
SCREEN DESIGNER
CTRL, F11
P/W: DESIGN

Pages
Adding New Users2 - 2
Readysell Main Menu Security3 - 5
Readysell User Passwords6 - 9
Readysell Screen Designer 10 - 17
PART 1 – STYLE.INI 10- 10
PART 2 – Setting Restrictions In Individual Modules11 - 16
PART 3 – Readysell Shortcuts On Desktops 17 - 17
Adding Operator Codes18 - 20 READYSELL NEW USERS
Open up the Readysell Main Menu
Click on <System Administration> module
<Close> the Browse System Reference Types window
Click on "Browse"
User: is the user name and password they sign into Readysell with (instead of A A)
Name: (not compulsory) put the user's name here
Street: You can put the user's address details in here, otherwise use a full stop "." to fill in the fields that have a slight yellowish tinge to them.
Suburb: (see instructions for Street)
State: (see instructions for Street)
Post Code: (see instructions for Street)
Contact: (Not Compulsory)
Telephone: (Not Compulsory)
Fax: (Not Compulsory)
Email Address: (Not Compulsory)
Date Of Birth: (Not Compulsory)
Site: If you are just one site then you put in WHS. If you are a multi site, then you need to enter in your site's code.
Screen Designer Group: this is used for security as to which modules this user/any user with the same Screen Designer Group can access.
You will need to change the Screen Designer Group name if you want to restrict which modules the user uses. Key in a group name and then you will need to create that group as a user as well.*Scroll down to and click on "Users Details{*}"
<Insert> a new user

Once the user is created, <OK> the details
<Insert> any other users
<Close> the Browse User Details window
<Exit> out of the System Administration Main Menu (back screen)
READYSELL MAIN MENU SECURITY
On the Readysell Main Menu
Use <<Shift>> <<Alt>> <<F11>> buttons all at once on your keyboard

Key in password: [secure]
Click on <+OK>
This takes you to the user security screen. Find the user or Screen Designer Group with which you are to change security features for. (ignore the individual users)
NOTE: if the Screen Designer Group/User Group did not exist before, it will once you have added a user with that Screen Designer Group/User Group.

Click on <Change>

Select the Control Desciption you wish to change, one at a time, click on <Change>

Flag on the Disable Control and Hide Control for the modules from the main menu that you wish to restrict this user from. I.e. with both flags turned on for the Cash Book module, you will not be able to select that module from the Readysell Main Menu.
Click on <OK> when you have made your changes.
Move onto the next module you want to restrict the access to for this user and make the appropriate changes clicking on <OK> when done.

When you have finished making your access restrictions, click on <OK>

Click on <Close> if you are finished making access restrictions for users you have created.
READYSELL USER PASSWORDS
First – you need to log into Readysell as each user you created.
E.g. if you created user STEST then the user ID is STEST and the password the first time around is STEST.
You then close out after you had logged in as STEST, re-log in as user A password A (full access) and then change the password as follows the instructions on how to do this.
PASSWORDS MUST ALWAYS BE IN UPPER CASE AND CAN BE ALPHA and/or NUMERIC (IF YOU WANT THEM TO BE.)
From the Readysell Main Menu
Click on <System Administration>

On tab {1 Type}
Key in the word "PASSWORD" and hit <<Enter>> on your keyboard

Click on <System Reference Codes>

Find the Code for the login you created.
In this example the user code was "S"
So the Code for this password system reference is "LOGIN-S"
Click on <Change>

The old password will show in the Description field as being the same as the user code.

Change the Description field to read what the password is for this user.
Make sure that it is in Upper Case only! (It can include numbers as well)
You can use the Numeric keys as well as the Alpha keys if you wish to do so.
Click on <OK> when this is done.

You have now changed the password successfully. You will need to log out of Readysell and go back in to get those changes.
READYSELL SCREEN DESIGNER

PART 1 – STYLE.INI
You will first have to access the RSELLO folder. In the RSELLO folder, look for the file called STYLE.INI

Copy that file "style.ini" (right click and select "COPY")
Paste that file onto your desktop (right click in any spare space and select "PASTE")
Rename that style.ini file to whatever group name you created.ini e.g. group.ini
Now right click on that INI file and select "COPY" and then put it into the RSELLO file (right click in any spare space and select "PASTE")
Reuse the style.ini file (now called whatever you previously renamed it) and rename it again to any new group. Copy it and then once again paste it into the RSELLO folder.

Keep repeating step 5 for each group you need to create.
IF YOU DO NOT COPY THE STYLE.INI FOLDER AND RENAME IT TO THE GROUP NAME FILE, YOUR SCREEN WILL SHOW AS GREY NOT BLUE.
WHEN YOU CREATED THE USER, IF YOU DIDN'T GIVE THEM A NEW GROUP NAME AND LEFT IT AS STYLE, YOU ARE CHANGING THE ACCESS FOR EVERY SINGLE USER AT ONCE GIVING THEM ALL THE SAME PRIVELIDGES, NOT JUST FOR THAT USER.
IF YOU ARE UNSURE OF THIS PROCESS PLEASE CONTACT READYSELL (on 02 9792 4439)
PART 2 – Setting Restrictions In Individual Modules
Now...Log in as the new user (in this example we are using the above Screen Designer Group "STEST"
This "STEST" Screen Designer Group has already had restrictions on a few modules that they cannot access to begin with from the Readysell Main Menu.

Select a module that you wish to restrict Users/Screen Designer Groups from using/changing.

On your keyboard, hold down the keys...
<<CTRL>> and <<F11>>

Key in the password: design
Click on <+OK>
(For this example...) Left click on the <Change> button

You can see that the <Change> button has been selected
Right click on this button and the list below appears

Left click on "Edit Button Properties"

Disable the button and Hide it
Click on <OK>

The <Change> button has now been deleted/hidden off this user group of "S"
Once you hide the option, you cannot retrieve it – it is gone (if you save these changes)
When you are finished, right click anywhere on the screen

Left click on "Exit Design Mode"

Click on <Yes> to save those changes you just made. Click on <No> if you have made a mistake and need to start again.

You are brought back to the screen you started out on, you can see the change we made for Screen Designer Group/User "S" now shows with the <Change> button now hidden. Go onto any other screens you wish to make changes to and use <<CTRL>> <<F11>> to make those changes.

Should you make a mistake, simply select the <No> button to not save any changes and then go back in again.

PART 3 – Readysell Shortcuts on desktops
Now you need to go around to each computer/workstation
Right click on the Readysell short cut and any Sales short cuts
EITHER
Get rid of/delete /L A A out of each short cut.
– this makes the short cut a manual log in which forces the user to key in their own USER ID and PASSWORD which in turn links to the user group and its security.
OR
Where is it says /L A A
Replace the first A with (in upper case) the user name
Replace the second A with (in upper case as well) the password

Adding Operator Codes
Operator codes are the codes used in sales to determine which staff member did which sale.
From the Readysell Main Menu
Click on <+ Sales Orders>
Click on <Insert> (on the Browse Sales Orders window)
Key in a customer or cancel the customer window if it is not required.

This is where the Operator Code is required in most cases.
(There is an option to turn off the operator code altogether in the register set up).
To add in any Operator Codes...
From the Readysell Main Menu
Click on <System Administration>
Key in OPERATOR into the search field on tab {Type} and press <<Enter>> on your keyboard

This will take you to Type: OPERATOR, Description: OPERATOR CODES
Click on <System Reference Codes>

Any existing Operator Codes will appear in the above window.
To key in extra Operator Codes...click on <Insert>

Code: This is the short code the operator keys into the sales window
Description: This shows on the sales window and can (if requested) print on the invoices). Some people don't want their surnames printing on customer invoices, so generally the Description field only has the person's first name only.
Description 2: This can be used to store the person's whole name.
Description 3: This can be left blank
Value: This is left blank
Flag 1: is not turned on
Flag 2: is not turned on
Click on <OK>

Click on <Close> when finished