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 the Settings tab > Import, System 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).
Note: If you are using a version prior to 2013. Select File > Options > General > System tab and turn 'Suppress Security Menu' to 'Display'.
To access the login screen, from the main menu select File > Security > Security Administration
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.
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. |
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.