Security for Amsoft for Windows

 

The security system offered with Amsoft for Windows allows you many functions. You can limit the applications a user has access to as well as the times he is allowed into them. The hidden password feature keeps passwords secret. These and other functions allow Amsoft to provide you with security ranging from basic needs to complex ones. We have done our best to outline the workings of the security system so that achieving a more complex security system does not mean going through a complex setup.

 

Amsoft for Windows will not include any security features unless you install the security feature.

 

1.  Install the security from your cd.

or

2. Download security from our website.  GoThere

 

 

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Basic Security

 

With the security feature installed, you now have basic security for Amsoft with the following users:

 

First                   Last                     Login ID            Password             Access

 

MASTER          OPERATOR       MASTER           MASTER               Security Program

CSR                  USER                  CSR                   CSR                       Client Files & Reports

OFFICE            MANAGER        MANAGER       MANAGER           Client Files, Reports & Payroll

OFFICE            PRODUCER       PRODUCER     PRODUCER           Client Files(Update only)& Rep.

BOOK              KEEPER             BKEEPER         BKEEPER               Client Files, Reports, Payroll &

                                                                                                              Check Books

 

These login ID's and passwords may be used until you have entered all of your users into the system, however, it would be a good idea to delete them once everyone has been entered.

 

Security System Setup

User Setup

 

Before you start, we would like to take this opportunity to advise you to write down every code that you enter in the security system, and to keep them in a secure place.

 

To enter security goto file in Amsoft.  IN the dropdown click on security.

 

You should now be at Security System Login. Your User ID is 'MASTER' and your password is 'MASTER' (the password will not appear on the screen); DO NOT share this login information with anyone you do not want to have access to the security system.

 

You are now at the main menu - the Security Administrator. To enter users for Amsoft, click on 'Security Maintenance', and choose 'Users'. This will take you to the Security System Users browse box. You will see the general users that have already been entered. Once you have entered your own users, you will probably want to delete these. To enter a new user, click on the 'Insert' button. Enter the first name of the user, let's say JOHN, and press tab. It is a good idea to use all capital letters when entering information in the security system. Now enter the last name, let's use SMITH. The initials will automatically be entered when you press tab. You can use any Login ID and Password that you desire. For now, type in SMITHJO and press tab. Enter S1234 for the password and press tab. You will now be asked to verify the password. Type in S1234 and click on 'Ok'.

 

Next click on the tab labeled 'Personal Details'. Here you would enter the personal information for John Smith, tabbing from field to field.

 

The 'Statistics' tab gives you some limited information about the users activities in the program.

 

By clicking on the 'Password Properties' tab you can set password options. Leave this set at the default. If a user needs to change his password, you will need to change it for him in the security Administrator the same way you entered the original password.

 

The 'User Properties' tab has information on the type of user. The default for this tab is for only the 'User' to be checked. You will notice at the bottom the option: 'Audit This Users Activities'. If this is something you find important in security features, check it. However, if you do not plan on using this feature, it is probably best to leave it unchecked if you do not have a lot of disk space on your machine.

 

At the bottom of the screen is a button with a clock on it - 'Access Times'. Click on this button to set access times for John Smith. This option allows you to set times for a user to be allowed into Amsoft. Let's say that John Smith works 9 am to 5 pm Mon.-Fri. And you only want him to have access to the program during those times. First, since he will be disallowed all day Sat. And Sun., click both of those buttons at the top of the screen. You will notice all of the check marks for those days disappear. Now click on all the boxes of the hours that should be disallowed until only the times allowed are still checked. When you are finished, click on the 'Ok' button.

 

We have now finished entering the user - click on the 'Ok' button. You will now see John Smith highlighted in the browse box.

 

 

Application Access Setup

 

The next thing that you will need to do is determine which applications to allow John Smith access. To do this - with John Smith highlighted, click on the 'Applications' button at the bottom of the screen. You should now be at the 'User Applications (John Smith)' Browse Box. Here is listed all the applications in Amsoft. You will notice in the far left column that all these applications are locked. To unlock an application, highlight it and click on the 'Allow/Disallow' button. Unlock client files now. Client Files, Report Program, Payroll Program, and Checkbook Program allow entrance into areas of Amsoft itself. A user must have access to client files to be able to access other parts of the program. Security.clw determines access into the program we are currently in. THIS ACCESS SHOULD BE VERY LIMITED. Be careful not to click the 'Allow All' button for users that you do not want to have access to the security system.

 

You will notice when the different applications are highlighted, the 'Resource Access' button becomes active. This is because there are three sub directories in the applications. These can be seen when you click on the button. You can unlock these resources in the same way you unlocked the application on the previous screen. If you leave these resources locked, the user may be able to open the application, but will not be able to update or enter any information. In the 'Client Files' resources, unlocking the 'Update Client' resource allows a user access to the client information screens only. Unlocking the 'Update Premium and Client Accounting' resource allows the user access to agency account records. Unlocking the 'Update Direct Premium Payments' resource allows the user access to Direct Bill account records. When you have finished, click on the 'Close' button. Unlock the desired programs and click on 'Close'. You will now be asked if you want the access to be updated. Click on 'Yes'. You are now finished with John Smith. You may enter as many users as desired in the same manner. To delete a user, from this browse box, highlight the user and click on the 'Delete' button. When you have finished entering users, click on the 'Close' button.

 

Custom Security Options

 

We can now customize your security system. To do this, click on 'File' from the Security Administrator menu and choose 'Global Security Options'. The Global Security Options screen will now appear. Under 'Type of Security' you will notice that 'Disable All Security' and 'Login Only' are not checked. If either of these are checked, All areas of Amsoft will be Accessible by all of your users. The check next to 'Prompt for Password as Well As User Identity' requires the user to enter both his user ID as well as his hidden password. This is what we recommend, because the password does not appear on the screen , making it harder to steal. If you wish to disable the password (A user will only enter his user ID), click on the check mark next to this option - it will disappear. You may choose the User Identity option that you want users to enter during Login by clicking on the desired choice under 'User Identity'.

 

You may set User Access Restrictions by clicking on the 'User Options' tab. Set the Consecutive Bad Login Attempts to the number desired. By checking 'Disable User After Unsuccessful Login' denies the user access after the specified number of consecutive bad login attempts. The user will not be allowed into the system until you come back to the Security Administrator, choose 'Users' from the 'Security Maintenance' menu option, highlight the user, click on 'Change', click on the 'User Properties' tab, and click on the check mark next to 'Disable this User'.

 

By clicking on the 'Auditing' tab, you can choose Areas in which you would like to track user activity.

 

The 'Backdoor' tab lets you set a code that will let you into the program in case you accidentally delete all the users of something else goes wrong. We recommend that you leave this set at 'LETMEIN' for both the User Name and Password.

 

It is our recommendation that you do not check any of the options on the 'Maintenance' tab as they may cause minor hang-ups on some machines.

 

When you have finished setting Security Options, click on the 'Ok' button.

 

 

Quick-add a user to an Application

 

Let's say you have added a user and allowed him access only to the client files, but later want to allow him access to the Payroll Program as well. A quick way to do this is to click on 'Security Maintenance' and choose 'Applications to Secure'. Highlight 'Payroll Program' in the browse box that comes up, and click on the 'Q/Assign User' button. Next, highlight the user you wish to add access to this program, and click an the 'Select' button. You have now added the user access to the Payroll Program.

 

You may also use this screen to remove a user from an application, or to set Access Times for Amsoft to be accessible to all users.

When you have finished, click on the 'Close' button.

 

Auditing Files

 

To audit the files, click on 'Audit File' from the Security Administrator, and choose 'View the Audit File'. You may print the Audit Report by clicking on that button at the bottom of the screen. Click on the 'Close' button when you have finished.

 

Reports

 

To print various reports, click on 'Reports' from the Security Administrator, and choose the report desired.

 

Exit

 

To exit the Security Administrator, Click on file and Choose 'Exit Security Administrator'. You will be asked for close down confirmation - click on 'Yes'. Your Security System is now complete.

 

 

Security for Amsoft for Windows

 

The security system offered with Amsoft for Windows allows you many functions. You can limit the applications a user has access to as well as the times he is allowed into them. The hidden password feature keeps passwords secret. These and other functions allow Amsoft to provide you with security ranging from basic needs to complex ones. We have done our best to outline the workings of the security system so that achieving a more complex security system does not mean going through a complex setup.