Users and Security

Articles

User Login Setup
Additional security options are available at Hub / Setup / Users by selecting Options and/or Location Restrictions . The optional Agvance user security found by selecting Options serves to control access to data. Access to the User area of th...
Establishing Roles
Found by selecting Roles at Hub / Setup / Users , this important step must be done before users can be added. Consider the tasks that users perform, and the access needed to various areas of the company data and reports. As each role is defined, ...
Establishing Users
Found at Hub / Setup / Users , adding users and assigning them to a role is the next step. In addition to the role restrictions, several security-related restrictions may be added at the user level. These include restrictions to certain general led...
API User Creation
To allow a third party application to access data through the Agvance Web API, certain steps must be performed to explicitly allow that connection. This is accomplished by creating a new user in the Agvance database for use by the application. If pr...
Password Authorization Form - Fax to SSI
There are two important password-protected utilities in Agvance. One is the user setup utility in the Hub and the other is a separate utility that can perform operations on the database itself through the SQL Server® program. The Agvance User S...
Inactivating vs. Deleting Users
A common question that comes up regarding Users who no longer need access to Agvance is whether to mark them as Inactive or delete the User completely.  Best practice is to mark the User as Inactive . Deleting the User from the Agvanc...