Step 1: Set up security groups

1. Open the company with Administrator rights.
2. Open 7-2-1 Security Groups.
3. For each security group, complete the following:
   • In the Group# cell, type a group number
   • In the Group Name cell, type group name
   • In the Save cell, if you want to allow the group to save records, type Yes
   • In the Delete cell, type Yes to allow the group to delete records
   • In the Void cell, type Yes to allow the group to void records
   • In the Change Period cell, type Yes to allow the group to change the posting period
   • In the Print Checks cell, type Yes to allow the group to print checks
4. Click File and Save.

Step 2: Set up users and passwords

1. Open 7-2-2 User List.
2. For each user:
   • In the User Name cell, enter the user’s name.
   • In the Password cell, enter a password.
   • In the Group 1 cell, click once in the cell, and select a security group.
   • Assign the user to other security groups in Groups 2 through 5 (Optional).

Step 3: Set up window-level and menu-level security

1. Log on to the company as Administrator.
2. Select the menu command, and then press F7.
3. Select the groups to which you want to provide access.
4. Click Save.

Step 4: Print the Menu 13-7-22 Database Security/User Def report

1. Open 13-7-22 Database Security/User Def.
2. Select report number 22-Database Security/User Def.
3. Select File and Print.

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