Security Type Master

Name

A descriptive name for this security profile (e.g., "Manager", "Cashier", "Bookkeeper", "Read Only").

All Screens (Baseline)

Sets the default permission for every screen. Check Active to enable access, then use View, Create, Update, and Delete to control what the user can do. Individual screen rows below override this baseline — if a screen row is marked Active, its permissions take precedence.

Filter

Type text to instantly filter the screen list. Matches against both the Screen name and Category columns, making it easy to find a specific screen in the list.

Bulk Check/Uncheck

Toggle buttons that flip all visible (filtered) rows for a given column. For example, clicking Toggle View checks View on all visible rows if any are unchecked, or unchecks them all if they are all currently checked. Available toggles: Active, View, Create, Update, Delete.

Screen Rules Checklist

Lists every registered screen with the following columns:

Screen — the internal screen name (e.g., "CustomerMaster", "InvoiceList").
Category — the functional area (e.g., Sales, Accounting, Inventory, Administration).
Active — check to override the baseline for this screen.
View? — allow opening and viewing records.
Create? — allow creating new records.
Update? — allow editing existing records.
Delete? — allow deleting records.

Single-click a checkbox column to toggle it. Checking any permission column automatically marks the row as Active.

Field-Level Security

Double-click a screen row to open the Field Security dialog for that screen. Not all screens support field-level security — if a screen has no securable fields, the double-click does nothing.

The dialog displays a table with the following columns:

Field — the name of the securable field (read-only). These are the fields that the screen has registered as eligible for field-level security control.
Active — check to activate a field-level override for this field. Only active rows are saved; inactive rows inherit the screen-level permissions.
View — allow viewing the field value.
Create — allow setting the field when creating a new record.
Update — allow editing the field on an existing record.
Delete — allow the field to be cleared or removed.

Clicking any permission checkbox (View, Create, Update, Delete) automatically checks the Active column for that row, ensuring the override is saved.

How field rules are evaluated: Field-level rules take the highest precedence. When a user accesses a screen, the system first checks the All Screens baseline, then any screen-specific override, and finally any field-level overrides. For example, you could grant a cashier full View/Create/Update access to the Invoice screen but set the Price field to View-only, preventing price changes.

Click OK to save field rules or Cancel to discard changes. Field rules are stored with the security type and take effect the next time a user with this profile opens the screen.

Flags

Each flag is a simple on/off toggle controlling a specific operation. Click a flag row to toggle it on or off.

Clear All

Uncheck all flags at once.

Set All

Check all flags at once.

Available flags:

ADD_TASKS_OTHER — create tasks assigned to other users.
CHANGE_EMPLOYEE — change the employee on a transaction.
CHANGE_EXTRA_DATA — edit extra data fields.
CHANGE_ITEM_COST — modify item cost.
CHANGE_ITEM_TAX — modify item tax settings.
CHANGE_STATION — change the station on a transaction.
CHANGE_FUEL_CONTROLLER — modify fuel controller settings.
CHANGE_STORE — change the store on a transaction.
CREDIT_HOLD_OVERRIDE — override customer credit hold.
CREDIT_LIMIT_OVERRIDE — override customer credit limit.
EDIT_JOBS_OTHER — edit jobs created by other users.
GLTX_CHANGE_DATE — change the date on a posted transaction.
ITEM_ADJUST_ACCOUNT — change the account on item adjustments.
POST_PURCHASE_ORDERS — post purchase orders.
RECEIVE_TRANSFERS — receive incoming store transfers.
RECEIVE_TRANSFERS_OTHER — receive transfers sent by other stores.
CHANGE_CHEQUE_PRINTED — mark/unmark a cheque as printed.
SELLING_PRICE_OVERRIDE — override the selling price at POS.
INQUIRY_HIDE_ACCOUNT — hide account details in inquiries.
INQUIRY_HIDE_CUSTOMER — hide customer details in inquiries.
INQUIRY_HIDE_VENDOR — hide vendor details in inquiries.
INQUIRY_HIDE_ITEM — hide item details in inquiries.
VIEW_AGED_RECEIVABLES — view the Aged Receivables report.

Save / Undo / New / Delete / Copy

Standard master screen actions.

OK / Cancel

Save and close, or discard and close.

Inactive?

Toggle to deactivate the security type.