Restricting Access to Common Features

Appointment Book

• Restricting employees so they can only view their own appointments on the Appointment Book

  1. Access Millennium with an administrator account.

  2. Select Management > Security Administration.

  The Security Administration window displays.

  3. Complete the following:

  1. Select "APPOINTMENTS" in the Main Topic field.

  2. Select "FULL APPOINTMENT BOOK" in the Sub Topic field.

  3. Select "SCREEN ACCESS" in the Specific field.

  4. In the Security Groups list, deselect Allow next to the security groups on which to impose the restriction.

  5. Click Apply.

  4. Complete the following:

  1. Select "APPOINTMENTS" in the Main Topic field.

  2. Select "VIEWING EMPLOYEES" in the Sub Topic field.

  3. Select "VIEW ALL" in the Specific field.

  4. In the Security Groups list, deselect Allow next to the security groups on which to impose the restriction.

  5. Click Apply.

   

• Restricting employees so they cannot double-book an appointment

  1. Access Millennium with an administrator account.

  2. Select Management > Security Administration.

  The Security Administration window displays.

  3. Complete the following:

  1. Select "APPOINTMENTS" in the Main Topic field.

  2. Select "APPOINTMENT EDITOR" in the Sub Topic field.

  3. Select "DOUBLE BOOK APPOINTMENT" in the Specific field.

  4. In the Security Groups list, deselect Allow next to the security groups on which to impose the restriction.

  5. Click Apply.

   

• Restricting employees so they cannot move an appointment

  1. Access Millennium with an administrator account.

  2. Select Management > Security Administration.

  The Security Administration window displays.

  3. Complete the following:

  1. Select "APPOINTMENTS" in the Main Topic field.

  2. Select "APPOINTMENT BOOK" in the Sub Topic field.

  3. Select "MOVE APPOINTMENT(S)" in the Specific field.

  4. In the Security Groups list, deselect Allow next to the security groups on which to impose the restriction.

  5. Click Apply.

   

Client Profiles

• Restricting employees so they cannot add client profiles

  1. Access Millennium with an administrator account.

  2. Select Management > Security Administration.

  The Security Administration window displays.

  3. Complete the following:

  1. Select "DATA" in the Main Topic field.

  2. Select "CLIENTS" in the Sub Topic field.

  3. Select "ADD NEW CLIENTS" in the Specific field.

  4. In the Security Groups list, deselect Allow next to the security groups on which to impose the restriction.

  5. Click Apply.

   

• Restricting employees so they cannot modify client profiles

  1. Access Millennium with an administrator account.

  2. Select Management > Security Administration.

  The Security Administration window displays.

  3. Complete the following:

  1. Select "DATA" in the Main Topic field.

  2. Select "CLIENTS" in the Sub Topic field.

  3. Select "DELETE CLIENTS" in the Specific field.

  4. In the Security Groups list, deselect Allow next to the security groups on which to impose the restriction.

  5. Click Apply.

  4. Complete the following:

  1. Select "DATA" in the Main Topic field.

  2. Select "CLIENTS" in the Sub Topic field.

  3. Select "DELETE MULTIPLE CLIENTS" in the Specific field.

  4. In the Security Groups list, deselect Allow next to the security groups on which to impose the restriction.

  5. Click Apply.

  5. Complete the following:

  1. Select "DATA" in the Main Topic field.

  2. Select "CLIENTS" in the Sub Topic field.

  3. Select "EDIT CLIENT INFORMATION" in the Specific field.

  4. In the Security Groups list, deselect Allow next to the security groups on which to impose the restriction.

  5. Click Apply.

  6. Complete the following:

  1. Select "DATA" in the Main Topic field.

  2. Select "CLIENTS" in the Sub Topic field.

  3. Select "UNDELETE DELETED CLIENTS" in the Specific field.

  4. In the Security Groups list, deselect Allow next to the security groups on which to impose the restriction.

  5. Click Apply.

   

• Restricting employees so they cannot view the full card number of credit cards stored in client profiles

  1. Access Millennium with an administrator account.

  2. Select Management > Security Administration.

  The Security Administration window displays.

  3. Complete the following:

  1. Select "DATA" in the Main Topic field.

  2. Select "CLIENTS" in the Sub Topic field.

  3. Select "CREDIT CARDS - VIEW FULL CC NUM" in the Specific field.

  4. In the Security Groups list, deselect Allow next to the security groups on which to impose the restriction.

  5. Click Apply.

   

• Restricting employees so they cannot view confidential documents attached to client profiles

  1. Access Millennium with an administrator account.

  2. Select Management > Security Administration.

  The Security Administration window displays.

  3. Complete the following:

  1. Select "DATA" in the Main Topic field.

  2. Select "CLIENTS" in the Sub Topic field.

  3. Select "DOCS AND MEDIA: CONFIDENTIAL" in the Specific field.

  4. In the Security Groups list, deselect Allow next to the security groups on which to impose the restriction.

  5. Click Apply.

   

Employee Profiles

• Restricting employees so they cannot add employee profiles

  1. Access Millennium with an administrator account.

  2. Select Management > Security Administration.

  The Security Administration window displays.

  3. Complete the following:

  1. Select "DATA" in the Main Topic field.

  2. Select "EMPLOYEES" in the Sub Topic field.

  3. Select "ADD NEW EMPLOYEES" in the Specific field.

  4. In the Security Groups list, deselect Allow next to the security groups on which to impose the restriction.

  5. Click Apply.

   

• Restricting employees so they cannot modify employee profiles

  1. Access Millennium with an administrator account.

  2. Select Management > Security Administration.

  The Security Administration window displays.

  3. Complete the following:

  1. Select "DATA" in the Main Topic field.

  2. Select "EMPLOYEES" in the Sub Topic field.

  3. Select "DELETE EMPLOYEES" in the Specific field.

  4. In the Security Groups list, deselect Allow next to the security groups on which to impose the restriction.

  5. Click Apply.

  4. Complete the following:

  1. Select "DATA" in the Main Topic field.

  2. Select "EMPLOYEES" in the Sub Topic field.

  3. Select "EDIT EMPLOYEES" in the Specific field.

  4. In the Security Groups list, deselect Allow next to the security groups on which to impose the restriction.

  5. Click Apply.

  5. Complete the following:

  1. Select "DATA" in the Main Topic field.

  2. Select "EMPLOYEES" in the Sub Topic field.

  3. Select "UNDELETE DELETED EMPLOYEES" in the Specific field.

  4. In the Security Groups list, deselect Allow next to the security groups on which to impose the restriction.

  5. Click Apply.

   

• Restricting employees so they cannot view salary and commission details in employee profiles

  1. Access Millennium with an administrator account.

  2. Select Management > Security Administration.

  The Security Administration window displays.

  3. Complete the following:

  1. Select "DATA" in the Main Topic field.

  2. Select "EMPLOYEES" in the Sub Topic field.

  3. Select "EMPLOYEE SALARIES/COMMISSIONS" in the Specific field.

  4. In the Security Groups list, deselect Allow next to the security groups on which to impose the restriction.

  5. Click Apply.

   

• Restricting employees so they cannot view social security numbers in employee profiles

  1. Access Millennium with an administrator account.

  2. Select Management > Security Administration.

  The Security Administration window displays.

  3. Complete the following:

  1. Select "DATA" in the Main Topic field.

  2. Select "EMPLOYEES" in the Sub Topic field.

  3. Select "SHOW SOCIAL SECURITY NUMBER" in the Specific field.

  4. In the Security Groups list, deselect Allow next to the security groups on which to impose the restriction.

  5. Click Apply.

   

Products

• Restricting employees so they cannot add new products

  1. Access Millennium with an administrator account.

  2. Select Management > Security Administration.

  The Security Administration window displays.

  3. Complete the following:

  1. Select "DATA" in the Main Topic field.

  2. Select "PRODUCTS" in the Sub Topic field.

  3. Select "ADD NEW PRODUCTS" in the Specific field.

  4. In the Security Groups list, deselect Allow next to the security groups on which to impose the restriction.

  5. Click Apply.

   

• Restricting employees so they cannot modify product records

  1. Access Millennium with an administrator account.

  2. Select Management > Security Administration.

  The Security Administration window displays.

  3. Complete the following:

  1. Select "DATA" in the Main Topic field.

  2. Select "PRODUCTS" in the Sub Topic field.

  3. Select "DELETE PRODUCTS" in the Specific field.

  4. In the Security Groups list, deselect Allow next to the security groups on which to impose the restriction.

  5. Click Apply.

  4. Complete the following:

  1. Select "DATA" in the Main Topic field.

  2. Select "PRODUCTS" in the Sub Topic field.

  3. Select "EDIT PRODUCT INFORMATION" in the Specific field.

  4. In the Security Groups list, deselect Allow next to the security groups on which to impose the restriction.

  5. Click Apply.

  5. Complete the following:

  1. Select "DATA" in the Main Topic field.

  2. Select "PRODUCTS" in the Sub Topic field.

  3. Select "UNDELETING A PRODUCT" in the Specific field.

  4. In the Security Groups list, deselect Allow next to the security groups on which to impose the restriction.

  5. Click Apply.

   

• Restricting employees so they cannot put a product on sale

  1. Access Millennium with an administrator account.

  2. Select Management > Security Administration.

  The Security Administration window displays.

  3. Complete the following:

  1. Select "DATA" in the Main Topic field.

  2. Select "PRODUCTS" in the Sub Topic field.

  3. Select "MARK PRODUCTS ON SALE" in the Specific field.

  4. In the Security Groups list, deselect Allow next to the security groups on which to impose the restriction.

  5. Click Apply.

   

• Restricting employees so they cannot edit on hand values

  1. Access Millennium with an administrator account.

  2. Select Management > Security Administration.

  The Security Administration window displays.

  3. Complete the following:

  1. Select "DATA" in the Main Topic field.

  2. Select "PRODUCTS" in the Sub Topic field.

  3. Select "EDITING ON HAND COUNTS" in the Specific field.

  4. In the Security Groups list, deselect Allow next to the security groups on which to impose the restriction.

  5. Click Apply.

   

Register

• Restricting employees so they cannot apply coupons and/or discounts

  1. Access Millennium with an administrator account.

  2. Select Management > Security Administration.

  The Security Administration window displays.

  3. Complete the following:

  1. Select "REGISTER" in the Main Topic field.

  2. Select "DISCOUNTS" in the Sub Topic field.

  3. Select "SCREEN ACCESS" in the Specific field.

  4. In the Security Groups list, deselect Allow next to the security groups on which to impose the restriction.

  5. Click Apply.

   

• Restricting employees so they cannot process a refund

  1. Access Millennium with an administrator account.

  2. Select Management > Security Administration.

  The Security Administration window displays.

  3. Complete the following:

  1. Select "REGISTER" in the Main Topic field.

  2. Select "REFUNDS" in the Sub Topic field.

  3. Select "SCREEN ACCESS" in the Specific field.

  4. In the Security Groups list, deselect Allow next to the security groups on which to impose the restriction.

  5. Click Apply.

   

• Restricting employees so they cannot edit past transactions

  1. Access Millennium with an administrator account.

  2. Select Management > Security Administration.

  The Security Administration window displays.

  3. Complete the following:

  1. Select "REGISTER" in the Main Topic field.

  2. Select "EDIT TRANSACTIONS" in the Sub Topic field.

  3. Select "SCREEN ACCESS" in the Specific field.

  4. In the Security Groups list, deselect Allow next to the security groups on which to impose the restriction.

  5. Click Apply.

   

• Restricting employees so they cannot process pay-ins and pay-outs

  1. Access Millennium with an administrator account.

  2. Select Management > Security Administration.

  The Security Administration window displays.

  3. Complete the following:

  1. Select "REGISTER" in the Main Topic field.

  2. Select "CASH PAY-IN/OUT" in the Sub Topic field.

  3. Select "SCREEN ACCESS" in the Specific field.

  4. In the Security Groups list, deselect Allow next to the security groups on which to impose the restriction.

  5. Click Apply.

   

• Restricting employees so they cannot open the cash drawer

  1. Access Millennium with an administrator account.

  2. Select Management > Security Administration.

  The Security Administration window displays.

  3. Complete the following:

  1. Select "REGISTER" in the Main Topic field.

  2. Select "OPEN DRAWER" in the Sub Topic field.

  3. Select "OPEN DRAWER MANUALLY" in the Specific field.

  4. In the Security Groups list, deselect Allow next to the security groups on which to impose the restriction.

  5. Click Apply.

   

Sales Totals & Reports

• Restricting employees so they can only view personal totals on the Appointment Monitoring Station

  1. Access Millennium with an administrator account.

  2. Select Management > Security Administration.

  The Security Administration window displays.

  3. Complete the following:

  1. Select "APPOINTMENTS" in the Main Topic field.

  2. Select "MONITORING STATION" in the Sub Topic field.

  3. Select "VIEW ALL/ANY EMPLOYEE SALES" in the Specific field.

  4. In the Security Groups list, deselect Allow next to the security groups on which to impose the restriction.

  5. Click Apply.

   

• Restricting employees so they can only view personal totals on the Employee Sales Totals window

  1. Access Millennium with an administrator account.

  2. Select Management > Security Administration.

  The Security Administration window displays.

  3. Complete the following:

  1. Select "REGISTER" in the Main Topic field.

  2. Select "EMPLOYEE SALES TOTALS" in the Sub Topic field.

  3. Select "VIEW ANY EMPLOYEE TOTALS" in the Specific field.

  4. In the Security Groups list, deselect Allow next to the security groups on which to impose the restriction.

  5. Click Apply.

   

• Restricting employees so they can only view personal totals on the Sales Statistics window

  1. Access Millennium with an administrator account.

  2. Select Management > Security Administration.

  The Security Administration window displays.

  3. Complete the following:

  1. Select "REGISTER" in the Main Topic field.

  2. Select "SALES STATISTICS" in the Sub Topic field.

  3. Select "VIEW SPECIFIC EMPLOYEE TOTALS" in the Specific field.

  4. In the Security Groups list, deselect Allow next to the security groups on which to impose the restriction.

  5. Click Apply.

   

• Restricting employees so they cannot run a specific report

  1. Access Millennium with an administrator account.

  2. Select Management > Security Administration.

  The Security Administration window displays.

  3. Complete the following:

  1. Select "<REPORTS>" in the Main Topic field.

  2. Select the report category for the report in the Sub Topic field.

  3. Select the report that you want to prevent employees from being able to run in the Specific field.

  4. In the Security Groups list, deselect Allow next to the security groups on which to impose the restriction.

  5. Click Apply.

   

• Restricting employees so they can only view personal totals on reports

  1. Access Millennium with an administrator account.

  2. Select Management > Security Administration.

  The Security Administration window displays.

  3. Complete the following:

  1. Select "REPORTS" in the Main Topic field.

  2. Select "EMPLOYEE SELECTION SCREEN" in the Sub Topic field.

  3. Select "ALLOW EMPLOYEE SELECTION" in the Specific field.

  4. In the Security Groups list, deselect Allow next to the security groups on which to impose the restriction.

  5. Click Apply.

   

• Restricting employees so they cannot view service deductions on reports

  1. Access Millennium with an administrator account.

  2. Select Management > Security Administration.

  The Security Administration window displays.

  3. Complete the following:

  1. Select "DATA" in the Main Topic field.

  2. Select "EMPLOYEES" in the Sub Topic field.

  3. Select "VIEW DEDUCTIONS ON REPORTS" in the Specific field.

  4. In the Security Groups list, deselect Allow next to the security groups on which to impose the restriction.

  5. Click Apply.

   

• Restricting employees so they cannot view client phone numbers on reports

  1. Access Millennium with an administrator account.

  2. Select Management > Security Administration.

  The Security Administration window displays.

  3. Complete the following:

  1. Select "DATA" in the Main Topic field.

  2. Select "CLIENTS" in the Sub Topic field.

  3. Select "ALLOW CLIENT PHONE # ON REPORT" in the Specific field.

  4. In the Security Groups list, deselect Allow next to the security groups on which to impose the restriction.

  5. Click Apply.

   

Schedules

• Restricting employees so they cannot edit schedules

  1. Access Millennium with an administrator account.

  2. Select Management > Security Administration.

  The Security Administration window displays.

  3. Complete the following:

  1. Select "SCHEDULES" in the Main Topic field.

  2. Select "EMPLOYEE SCHEDULE EDITOR" in the Sub Topic field.

  3. Select "SCREEN ACCESS" in the Specific field.

  4. In the Security Groups list, deselect Allow next to the security groups on which to impose the restriction.

  5. Click Apply.

   

Security

• Restricting employees so they cannot add user login accounts

  1. Access Millennium with an administrator account.

  2. Select Management > Security Administration.

  The Security Administration window displays.

  3. Complete the following:

  1. Select "MANAGEMENT" in the Main Topic field.

  2. Select "USER LOGINS" in the Sub Topic field.

  3. Select "ADD NEW LOGIN IDS" in the Specific field.

  4. In the Security Groups list, deselect Allow next to the security groups on which to impose the restriction.

  5. Click Apply.

   

• Restricting employees so they cannot modify user login accounts

  1. Access Millennium with an administrator account.

  2. Select Management > Security Administration.

  The Security Administration window displays.

  3. Complete the following:

  1. Select "MANAGEMENT" in the Main Topic field.

  2. Select "USER LOGINS" in the Sub Topic field.

  3. Select "DELETE A USER LOGIN" in the Specific field.

  4. In the Security Groups list, deselect Allow next to the security groups on which to impose the restriction.

  5. Click Apply.

  4. Complete the following:

  1. Select "MANAGEMENT" in the Main Topic field.

  2. Select "USER LOGINS" in the Sub Topic field.

  3. Select "EDIT ADMINISTRATOR USER LOGIN INFO" in the Specific field.

  4. In the Security Groups list, deselect Allow next to the security groups on which to impose the restriction.

  5. Click Apply.

  5. Complete the following:

  1. Select "MANAGEMENT" in the Main Topic field.

  2. Select "USER LOGINS" in the Sub Topic field.

  3. Select "EDIT USER LOGIN INFORMATION" in the Specific field.

  4. In the Security Groups list, deselect Allow next to the security groups on which to impose the restriction.

  5. Click Apply.

  6. Complete the following:

  1. Select "MANAGEMENT" in the Main Topic field.

  2. Select "USER LOGINS" in the Sub Topic field.

  3. Select "UNDELETE USER LOGINS" in the Specific field.

  4. In the Security Groups list, deselect Allow next to the security groups on which to impose the restriction.

  5. Click Apply.

   

Services

• Restricting employees so they cannot add new services

  1. Access Millennium with an administrator account.

  2. Select Management > Security Administration.

  The Security Administration window displays.

  3. Complete the following:

  1. Select "DATA" in the Main Topic field.

  2. Select "SERVICES" in the Sub Topic field.

  3. Select "ADD NEW SERVICES" in the Specific field.

  4. In the Security Groups list, deselect Allow next to the security groups on which to impose the restriction.

  5. Click Apply.

   

• Restricting employees so they cannot modify a service record

  1. Access Millennium with an administrator account.

  2. Select Management > Security Administration.

  The Security Administration window displays.

  3. Complete the following:

  1. Select "DATA" in the Main Topic field.

  2. Select "SERVICES" in the Sub Topic field.

  3. Select "DELETE SERVICES" in the Specific field.

  4. In the Security Groups list, deselect Allow next to the security groups on which to impose the restriction.

  5. Click Apply.

  4. Complete the following:

  1. Select "DATA" in the Main Topic field.

  2. Select "SERVICES" in the Sub Topic field.

  3. Select "EDIT SERVICE INFORMATION" in the Specific field.

  4. In the Security Groups list, deselect Allow next to the security groups on which to impose the restriction.

  5. Click Apply.

  5. Complete the following:

  1. Select "DATA" in the Main Topic field.

  2. Select "SERVICES" in the Sub Topic field.

  3. Select "UNDELETING A SERVICE" in the Specific field.

  4. In the Security Groups list, deselect Allow next to the security groups on which to impose the restriction.

  5. Click Apply.

   

• Restricting employees so they cannot put a service on sale

  1. Access Millennium with an administrator account.

  2. Select Management > Security Administration.

  The Security Administration window displays.

  3. Complete the following:

  1. Select "DATA" in the Main Topic field.

  2. Select "SERVICES" in the Sub Topic field.

  3. Select "MARK SERVICES ON SALE" in the Specific field.

  4. In the Security Groups list, deselect Allow next to the security groups on which to impose the restriction.

  5. Click Apply.