Total Office Manager offers an extensive security feature. When enabled, users have password level access to the software. Additionally, administrators can set security on nearly every single form and list used in the program. This very robust security allows you to restrict what various users can do. You may grant permissions only if you have enabled security in Preferences.
To enable security from the main menu, click Edit | Preferences | Security. Here, in the Security Options area, tick the “Enable Security” checkbox.
Not every employee needs or even should be able to access all of your company data. Total Office Manager allows you to create users that can manipulate your company data. You can control whether or not each user can view, edit, add, delete and void data throughout Total Office Manager.
Total Office Manager users are also employees though not all employees are Total Office Manager users. A Total Office Manager user is allowed to log into Total Office Manager and use the application. Depending upon the security settings for the individual they may or may not be able to use certain menu commands.
Total Office Manager will display a complete list of virtually every form in the program. Simply locate the form or report and check the appropriate boxes to grant or restrict access.
You have the ability to grant the following types of permissions:
Reports: Total Office Manager offers a report that will show you who has permission to do what. Click Reports | User Security.
Once you have setup one user, you can select them from this list. All the permissions will be copied over. You may then change them to suit your needs. When you save, the person you copied from will NOT be changed.
Select a section to jump to. You can’t filter the list, but you can jump to a section.
This tools allows you to quickly check or uncheck an entire column. Sometimes it is easier to check the entire list and start unchecking items from the list.