Tradepoint Business Management Solutions - Everything Business, connected.
Shopping CartCart: 0 Items, Total: $0.00
Login to your Account
Get a FREE Demo - Try Tradepoint for 30 days

15.1 Building Role Based Security Profiles - Part 1


Related Articles

Building role based security profiles in Tradepoint enables you to develop very specific security permissions for every type of role within your company including:

  • Executive Management
  • Accounting
  • Sales/Sales Management
  • Account Management
  • Service & Support
  • Shipping
  • Warehousing
  • Purchasing
  • Supply Side Management

The layout of the Security Settings within Tradepoint allows you to define right down to the view, edit and print capabilities of each action within a given profile.

The main screen within Tradepoint is shown below.

The tool bar at the top of the image shows each section within Tradepoint that can be adjusted for specific permissions. The 'Tool bar' view that you are looking at here will enable icons on the main sections in Tradepoint including:

  • Home: Main tab
  • Tools: Setup and back office tools tab
  • Personal: Specific to each profile built in Tradepoint
  • Setup Menu: This is the menu found in the cube icon in the Upper left of your Tradepoint window.
  • Flyout Panel: the small icons found on the right of your screen.

Each of the sections within Security Settings will tell you which field, which function and what action can be customized for each of your profiles. The template will show which icon or function can be enabled by the label on the left side of the field.

The image below illustrates this.

Here you can see which field to check off to have that icon be visible on the Home tool bar. To allow an icon or function to be available to a profile be sure it is checked off. Any boxes that are not checked off will NOT be visible on a tool bar or will NOT allow a function for a given section.

Each icon within Security Settings corresponds to a given section with in Tradepoint. For example, the Customers icon in the Security Settings will enable you to specify what information and functions are available within that section. This will also determine what icons appear within the Customers section for a give profile.

Icons within Menus can also be determined by the Security Settings. Below is an example of the Setup Menu and which boxes need to be checked off to have the icons be visible for a user profile.

Creating a main security profile involves multiple screens with numerous check boxes so creating one main profile that allows Administrator access without overriding the Security Settings using the check box here is necessary to be able to enable additional profiles more efficiently.

In the lower right corner is a tool for creating profiles that build on ones that already exist. So, if you are looking to build a service profile that is similar to the sales profile you already have then use the create a new profile tool based on an existing template.

1. Highlight the existing profile you want to use as the basis for a new one.
2. Create the new profile using the New icon shown below.
3. Make the additional adjustments in the profile within each section for that profile.


Related Articles

Thank you for Adding an Item to your cart

# of Items Added: 1
Total of Items Added: 0.00
Continue Shopping Show Your Shopping Cart