ACH Universal

Setup

Setup

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Setup

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Menu selection and Setup-login

 

 

Menu Selection

The security menu selection by default is hidden.  Please note: The displaying/suppression of the menu choice has no effect on the security level.

 

To view the menu choice, from the main menu select File > Options > General > System tab and turn 'Suppress Security Menu' to 'Display'.  You will then need to exit and re-enter this account (display is on a per account basis).

 

 

Login - setup

To access the login screen, from the main menu select File > Security > Security Administration

 

SecurityLogin

 

 

Default User name        admin

Default Password        password

 

 

Once logged in (only an admin can pass through setup security), you will be at the security main page.

 

 

security-mainpage

 

 

Prompt User

Integrate with Windows

Authentication

Challenge screen prompting the user to login each time the user starts the software and then determines whether access should be granted.

Uses the Windows Login ID to authenticate and then determines whether access should be granted.

 
Segregation of duties

 
Same challenge screen as above, plus grants/restricts access to features on a per user/role basis.
 
Only available on SQL Server with a Treasury Software Enterprise license.
 

 
Same authentication as above, plus grants/restricts access to features on a per user/role basis.
 
Only available on SQL Server with a Treasury Software Enterprise license.

 

 

 

Multiple Accounts - Security is applied on an account by account basis
If you have more than one account, you will need to enter into each account you want to protect and make your security selection.
 
Tips:
--Do not put security on the Sample account (do not place 'real' account numbers, etc.. in the sample setup)

--Change the default admin password

--Use a Windows Operating Screen screen saver with password protection
 

 

 

Note: All Treasury Software security is applied on an account by account basis.