Limiting access to reference numbers

You can provide users or groups with limited access rights to all the reference numbers on an order opened in Order Maintenance and Trip Folder.

Some users can have read-only access, while others can add, edit, or delete reference numbers. System administrators and Supervisors will always have full access to reference numbers.

The reference number security feature applies to all reference numbers on the following.

Trip Folder

Order Maintenance

Trip Info header

Header

Stops tab

Summary tab

Freight tab

Stops tab

The [Misc]ReferenceNumberSecurityEnabled setting in your TTS50 activates the feature and adds access to the Reference Number Admin window.

Assigning reference number security

After you have activated the feature with [Misc]ReferenceNumberSecurityEnabled=Y, use the Reference Number Admin window to assign security levels to users and groups.

Users/Groups

User group structure established in the System Administration application

Permissions

Assigned security levels for the user or group selected in the Users/Groups pane

Commands

Command controls that are used to add, remove, and save security levels for users and groups

Note: The New, Open, and Save icons at the top of the window do not control adding and removing permissions within the window.

Until you assign a specific security level to a user, the user will have read-only access to reference numbers.

To assign reference number security, follow these steps:

Go to Operations > Reference Number Admin.
The Reference Number Admin window opens.
Under Users/Groups, select the user or group you want to assign.
Click Add at the bottom of the window.
A new permission row is added for the selected user or group.

Select the permission level for the user or group.

ALL

ADD, EDIT, and DELETE rights for reference numbers will be assigned. The user will be able to add, change existing, and delete existing reference numbers or reference number types.

ADD

ADD and EDIT rights for reference numbers will be assigned. The user will be able to add reference numbers and to change existing reference numbers or reference number types that they themselves added.

EDIT

EDIT rights for all reference numbers will be assigned. The user will be able to change existing reference numbers or reference number types.

DELETE

DELETE rights for reference numbers will be assigned.

Note: If you assign only DELETE rights, the Reference Number fields are read-only. To delete a reference number, the user must click the Ref button or icon to open the reference number grid.

Click Save at the bottom of the window.

Note: The Save icon at the top of the window does not control adding and removing permissions within the reference Number Admin window.
Repeat Step 2-5 for each user or group assignment.

Note: If you attempt to switch from one user or group to another without saving, an Unsaved Changes message is shown.
- Click Yes to save your changes.
- Click No to switch to another user or group without saving your changes.
- Click Cancel to close the message window and continue.

Modifying or removing a reference number security level

Use this procedure to change or delete a reference number security level you have assigned.

Go to Operations > Reference Number Admin.
The Reference Number Admin window opens.
Under Users/Groups, select the user or group you want to modify or remove.
To change the security level assignment, do the following:
1. In the Permissions pane, select the row to modify.
2. Under Permissions, select the security level to assign.
3. Click Save at the bottom of the window.
To remove a security level assignment, do the following:
1. In the Permissions pane, select the row to remove.
  
  Note: To select multiple rows, you can use CTRL+Click or SHIFT+Click.
2. Click Remove at the bottom of the window.
3. Click Save at the bottom of the window.