TASBooks - Maintaining users and passwords

To keep your data secure, you must set up a user account for each of the people who will use TASBooks. You can then specify a level of access for each user, the information they can view and the options they have access to.

You can also edit existing user's accounts, for example, to change their password, or to add access to additional areas.

The following steps contain everything you need to maintain users and passwords in TASBooks.

To add or edit a user

  1. Central > User Password Maintenance > Maintain Users.
  2. To add a new user > Add.
  3. To edit an existing user > select the relevant user code > View/Edit.
  4. General tab > complete the following information:
  5. User code Enter the code you want this user to enter when they log into TASBooks.
    Name Enter the user's name.
    Needs password to login If you want to make it compulsory for this user to have a password, select this check box.
    Encrypt for maximum security For maximum data security, select this check box.

    Note: Don't select this check box if you're creating a user account to use for accounting integration with TASPayroll.

    User Type Select either Standard User or Supervisor User.

    Tip: Standard users only has access to the areas and options you specify. Supervisor users has access to the areas you specify in Access Rights, and can also override accounts on a credit stop, edit transactions in a closed period. If they are given access to the User Maintenance area, they can also change their own, or other's user account settings

    Can process payments using TAS Payment Services If you want this user to take customer card payments using TAS Payment Services, select this check box.
    Can clear other user logins from TASBooks If you want to allow this user the ability to clear the logins of other users in View current logins window, select this check box.
    User account locked If you want to prevent this user from logging into TASBooks, select this check box.
  6. Options tab > complete the following information:
  7. Can edit a transaction after it has been saved If you want to allow this user to edit existing transactions when drilling down on an entry on reports or activity windows, select this check box.
    Can edit an un-posted sales order If you want to allow this user to edit unposted sales orders for example, by drilling down on reports or recalling the entry using Sales Order Enquiry, select this check box.
    Can override accounts on credit stop If you want to allow this user to process transactions on accounts with a credit stop. This is selected by default if the user is a Supervisor user, select this check box.
    Can search for records/transactions using the Search option If you want to allow this user to use the Search option to find records or transactions in TASBooks, select this check box.
    Can customise fields to be displayed in Lookup lists If selected, this user can customise the way information appears in a lookup list by clicking Custom at the bottom of a list. They can then choose which fields are displayed, and in which order.
    Can use Excel Integration If you want to allow this user to use Excel Integrated Reporting to work with TASBooks data in Excel, select this check box. Once selected, you can also select which type of information you want the user to be able to view in Excel.
    Choose ledger date options for this user If you want to allow this user the ability to clear the logins of other users in View current logins window, select this check box.
    User account locked Select whether you want this user to use ledger dates set up for this TASBooks company as a whole, or if you want them to be able to set their own personal ledger dates.
  8. Access Rights tab > to set up the areas and tasks this user has access to, either clear or select the relevant options.

    Tip: If you want to give this user full access to all areas and options in TASBooks, select Full Access. If required, you can then deselect any individual areas that you don't want them to access. Alternatively, if you want to copy the access rights of an existing user > Copy > choose the relevant user whose access you want to copy > OK. You can deselect or select any additional areas as required.

  9. Click OK.
  10. When prompted if you want to save this user, to continue > Yes.

To change your own or another user's password

Note: All users can change their own passwords. However, supervisor users with access to the Maintain Users window can change their own or other user's passwords.

To change your own password

  1. Central > General Company Information > Personalise.
  2. Choose topic > Security > Change Password.
  3. Enter your existing password, if you have one > enter the new password, then enter it again to confirm
  4. To accept the new password > OK > OK.

To change another user's password

  1. Central > User Password Maintenance > Maintain Users.
  2. Select the relevant user > View/Edit.
  3. Click Set Password > enter the new password, then enter it again to confirm > OK.
  4. When prompted if you want to save this user, to continue > Yes > Close.

The following steps contain everything you need to maintain users and passwords in TASBooks.

To add or edit a user

  1. Central > User Password Maintenance > Maintain Users.
  2. To add a new user > Add.
  3. To edit an existing user > select the relevant user code > View/Edit.
  4. General tab > complete the following information:
  5. User code Enter the code you want this user to enter when they log into TASBooks.
    Name Enter the user's name.
    Needs password to login If you want to make it compulsory for this user to have a password, select this check box.
    Encrypt for maximum security For maximum data security, select this check box.

    Note: Don't select this check box if you're creating a user account to use for accounting integration with TASPayroll.

    User Type Select either Standard User or Supervisor User.

    Tip: Standard users only has access to the areas and options you specify. Supervisor users has access to the areas you specify in Access Rights, and can also override accounts on a credit stop, edit transactions in a closed period. If they are given access to the User Maintenance area, they can also change their own, or other's user account settings

    Can process payments using TAS Payment Services If you want this user to take customer card payments using TAS Payment Services, select this check box.
    Can clear other user logins from TASBooks If you want to allow this user the ability to clear the logins of other users in View current logins window, select this check box.
    User account locked If you want to prevent this user from logging into TASBooks, select this check box.
  6. Options tab > complete the following information:
  7. Can edit a transaction after it has been saved If you want to allow this user to edit existing transactions when drilling down on an entry on reports or activity windows, select this check box.
    Can edit an un-posted sales order If you want to allow this user to edit unposted sales orders for example, by drilling down on reports or recalling the entry using Sales Order Enquiry, select this check box.
    Can override accounts on credit stop If you want to allow this user to process transactions on accounts with a credit stop. This is selected by default if the user is a Supervisor user, select this check box.
    Can search for records/transactions using the Search option If you want to allow this user to use the Search option to find records or transactions in TASBooks, select this check box.
    Can customise fields to be displayed in Lookup lists If selected, this user can customise the way information appears in a lookup list by clicking Custom at the bottom of a list. They can then choose which fields are displayed, and in which order.
    Can use Excel Integration If you want to allow this user to use Excel Integrated Reporting to work with TASBooks data in Excel, select this check box. Once selected, you can also select which type of information you want the user to be able to view in Excel.
    Choose ledger date options for this user If you want to allow this user the ability to clear the logins of other users in View current logins window, select this check box.
    User account locked Select whether you want this user to use ledger dates set up for this TASBooks company as a whole, or if you want them to be able to set their own personal ledger dates.
  8. Access Rights tab > to set up the areas and tasks this user has access to, either clear or select the relevant options.

    Tip: If you want to give this user full access to all areas and options in TASBooks, select Full Access. If required, you can then deselect any individual areas that you don't want them to access. Alternatively, if you want to copy the access rights of an existing user > Copy > choose the relevant user whose access you want to copy > OK. You can deselect or select any additional areas as required.

  9. Click OK.
  10. When prompted if you want to save this user, to continue > Yes.

To change your own or another user's password

Note: All users can change their own passwords. However, supervisor users with access to the Maintain Users window can change their own or other user's passwords.

To change your own password

  1. Central > General Company Information > Personalise.
  2. Choose topic > Security > Change Password.
  3. Enter your existing password, if you have one > enter the new password, then enter it again to confirm
  4. To accept the new password > OK > OK.

To change another user's password

  1. Central > User Password Maintenance > Maintain Users.
  2. Select the relevant user > View/Edit.
  3. Click Set Password > enter the new password, then enter it again to confirm > OK.
  4. When prompted if you want to save this user, to continue > Yes > Close.