Security

Central Office Security

Security Groups

• Defining a Central Office Security Group

  1. Select Security > Security Groups.

  The Security Groups page displays.

  2. Click New.
  3. Select "Central Office" and click >.
  4. (Optional) Select This group can only be assigned by Administrators if you only want to allow members of the Administrators security group to assign users to the group.
  5. In the Group Name field, type a name for the security group.

  Examples:  "CO Accounting" or "CO Inventory".

  6. (Optional) Select the users that need to be members of the group.
  7. Click Save.

  8. Select Security > Security Administration.

  The Security Administration page displays.

  9. Select "Central Office" and click >.
  10. In the Main Topic and Sub Topic fields, select the type of features to which the security group needs access.
  11. In the Specific field, select the feature to which the security group needs access.
  12. Click Edit.
  13. Select Allow next to the security group.
  14. Click Save.
  15. Repeat Steps 10-14 until you grant the security group sufficient access.

   

• Updating Permissions for Central Office Security Groups

  1. Select Security > Security Administration.

  The Security Administration page displays.

  2. Select "Central Office" and click >.
  3. In the Main Topic and Sub Topic fields, select the type of features for which to update permissions.
  4. In the Specific field, select the feature for which to update permissions.
  5. Click Edit.
  6. Deselect/select Allow next to each security group.
  7. Click Save.
  8. Repeat Steps 3-7 to update the permissions for additional features.

   

User Logins

• Defining a Central Office User Login

  1. Select Security > User Logins.

  The User Logins page displays.

  2. Click New.
  3. Select "Central Office" and click >.
  4. Enter the user's details.
  5. Click the Member Of tab.
  6. Select Member next to a Central Office security group.
  7. Click Save.

  8. Provide the user with their login ID and password.

   

• Changing Your Central Office Login Password

  1. Select Security > Change Password.

  The Change Password page displays.

  2. In the Old Password field, type your current password.
  3. In the New Password and Confirm Password fields, type your new password.
  4. Click Ok.

   

Activity Log

• Viewing the Activity Log

  The Activity Log page displays details for every button clicked, option selected, and page accessed by each Central Office user.  This allows you to monitor a user's actions and make sure they are only trying to use the functions to which they have access.

  1. Select Security > Activity Log.

  The Activity Log page displays.

  2. Select the date range to analyze.
  3. Select the user to analyze or leave the field blank to analyze all users.
  4. (Optional) Type a keyword to view specific activity.

  Example:  Type "delete" to search for instances where a user deleted a record.

  5. Click Go.

  A list of activities displays.

   

Millennium Security

Security Groups

• Defining a Millennium Security Group

  1. Select Security > Security Groups.

  The Security Groups page displays.

  2. Click New.
  3. Select the location(s) that will use the security group.
  4. (Optional) Select This group can only be assigned by Administrators if you only want to allow members of the Administrators security group to assign users to the group.
  5. In the Group Name field, type a name for the security group.

  6. Select the users that need to be members of the group.
  7. Click Save.

  Central Office adds the security group to the Millennium database at the selected location(s).

   

• Copying a Millennium Security Group

  1. Select Security > Security Groups.

  The Security Groups page displays.

  2. Click the Listing tab.
  3. Select filters to locate the security group and click Search.
  4. Click Select next to the security group.
  5. Click Copy.
  6. Select the location(s) where you need to copy the security group.
  7. Click Save.

  Central Office copies the security group to the Millennium database at the selected location(s).

   

• Updating Permissions for Millennium Security Groups

  1. Select Security > Security Administration.

  The Security Administration page displays.

  2. Select the location(s) where you want to update permissions.
  3. In the Main Topic and Sub Topic fields, select the type of features for which to update permissions.
  4. In the Specific field, select the feature for which to update permissions.
  5. Click Edit.
  6. Deselect/select Allow next to each security group.
  7. Click Save.
  8. Repeat Steps 3-7 to update the permissions for additional features.

   

• Copying Millennium Permissions

  To save time setting up security groups and permissions at a new location, you can copy the security groups and permissions set up at another location.

  1. Select Security > Security Copy.

  The Security Copy page displays.

  2. Click Run Check.

  • If the "Success, all your Global Ids are correct" message displays, proceed to Step 3.

  • If the Error encountered checking global ids" message displays, click Fix Global Ids to correct the issue.  Click Run Check and proceed to Step 3.

  3. Select the location from which to copy permissions.
  4. Select the security groups you want to copy.
  5. Select the location(s) where you need to copy the permissions.
  6. Select the following options as necessary:

  • Copy Permissions = Click to copy the permissions for everything except reports and payment types.

  • Copy Report Permissions = Click to copy the report permissions.

  • Copy Paytype Permissions = Click to copy the payment type permissions.

   

User Logins

• Defining a Millennium User Login

  1. Select Security > User Logins.

  The User Logins page displays.

  2. Click New.
  3. Select the location(s) where the employee is going to work.
  4. Enter the employee's details and configure the user login as normal.
  5. Click Save.

  Central Office adds the user login to the Millennium database at the selected location(s).

  6. Provide the employee with login ID and explain that this login ID is also their temporary login password.

  Note:  When you define a Millennium user login in Central Office, the employee must change their password once they access Millennium for the first time.

   

• Copying a Millennium User Login

  1. Select Security > User Logins.

  The User Logins page displays.

  2. Click the Listing tab.
  3. Select filters to locate the user login and click Search.
  4. Click Select next to the user login.
  5. Click Copy.
  6. Select the location(s) where you need to copy the user login.
  7. Click Save.

  Central Office copies the user login to the Millennium database at the selected location(s).

   

• Updating a Millennium User Login

  1. Select Security > User Logins.

  The User Logins page displays.

  2. Click the Listing tab.
  3. Select filters to locate the user login and click Search.
  4. Click Select next to the user login.
  5. Click Edit.
  6. Make changes as necessary.
  7. Click Save.
  8. Repeat Steps 2-7 to update the user login at other locations.

   

• Resetting a Millennium Login Password

  If an employee forgets their Millennium login password, you can reset the password to the employee's login ID and force the employee to create a new password the next time that they log in.

  1. Select Security > User Logins.

  The User Logins page displays.

  2. Click the Listing tab.
  3. Select filters to locate the user login and click Search.
  4. Click Select next to the user login.
  5. Click Edit.
  6. Click the User Options tab.
  7. Select Force Password Change.
  8. Click Reset Password to Login ID.
  9. Click Save.
  10. Repeat Steps 2-9 to update the user login at other locations.

   

• Making a Millennium User Login Inactive

  1. Select Security > User Logins.

  The User Logins page displays.

  2. Click the Listing tab.
  3. Select filters to locate the user login and click Search.
  4. Click Select next to the user login.
  5. Click Edit.
  6. Select Inactive.
  7. Click Save.

  Central Office makes the user login inactive at the selected location.

  8. Repeat Steps 2-7 to make the user login inactive at other locations.

   

• Deleting a Millennium User Login

  1. Select Data > User Logins.

  The User Logins page displays.

  2. Click the Listing tab.
  3. Select filters to locate the user login and click Search.
  4. Click Select next to the location where you want to delete the user login.
  5. Click Delete twice.
  6. Repeat Steps 2-5 to delete the user login at other locations.