The Screen Access tab allows you to specify which screens the group members can access. When access is allowed, the screen or option will be visible to members of the group; when access is denied, the screen or option is either not displayed or is disabled.
The screen access options are organized in generally the same structure as the screens in the application, under menus and submenus. Selecting the checkbox next to any option grants access to all members of the group. When you check a main menu item that was previously unchecked, all submenu items are also checked. However, Compeat is not installed with all submenu items checked; some are off, by default, in a checked menu; and some are on, by default, in an unchecked menu.
Note: A screen to which a group is denied access does not display in Compeat for the members of that group (unless a user has access to it by way of membership in another group; see Multiple Groups). Changes to a group’s screen access do not take effect for users in that group until they log out and log back in again.
(Check) All Checks/unchecks all options at once.
Expand All Expands all nodes of the tree view, making all options visible. By default, only the main menu headings are displayed. Granting access to a main menu item gives access to all sub-menu items.
Collapse All Collapses all nodes of the tree view, hiding all but the main headings.
Settings In addition to screen access, this screen has the following general settings:
Allow the entry of apply dates outside of the current period If checked, group is granted ability to enter dates outside the current period (with a warning).
Allow user to change bank code selection When checked, group members will have available drop-down menus of all bank codes in Manual Checks and Computer Checks screens. When unchecked, the bank code defined in Other Definitions will be used exclusively.
Allow selecting bank codes from any entity Allows or prohibits selection of bank codes defined for entities other than the current entity.
In some businesses, only certain users have authority to post; Compeat allows you to set permissions to specially restrict posting through the Batch Posting checkboxes. For example, you could grant one group permission to post only AP Invoices and Manual Checks, and another group permission to post only DSRs.
For each item on the Transaction menu > Batch Posting submenu, there is a corresponding Post button on the actual transaction screen. Denying access to the item on the Batch Posting menu (by unchecking its checkbox) not only removes that item from the Batch Posting submenu; it also disables the Post button from the corresponding transaction screen.
In a typical two-tiered system of authority, a Restaurant Managers group might have screen access with only the ability to post a DSR; while an Accounting group at the home office might have full batch posting authority with all the Batch Posting checkboxes checked.
Example
If you do not grant a group screen access for the entire Batch Posting menu, none of the group members will have a Post option on any transaction screen, nor will they have any Batch Posting submenus. Members of this group can Complete transactions of AP Invoices, Inventory JE’s, Manual Checks, and so on, but not post.
If you subsequently grant the group screen access for Batch Posting Menu > DSRs, the members of the group will see a Post button displayed on the DSRs screen and see a Batch Posting submenu for DSRs.
Note: Only groups with batch posting authority can make price changes to invoices received from commissaries and/or inter-store transfers.