PCCaddie

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Password Management

:!: You need admin rights in order to create a new user or to edit the already existing PC CADDIE users.

PC CADDIE password management offers you the possibility to grant individual users different access rights to individual functions. You can access the main menu of this function via Setup/Password management.

We distinguish between Individual access (1) and Group access (2) when creating the passwords. Old credentials are deactivated and remain in the list (3). Only then is it possible to maintain a record of the past activities. You also have the option of defining basic settings (for example, automatic logoff after a certain amount of time, etc.) (4).

:!: Please note that the password request must be activated if you have installed a Teetime server for online bookings.

Single access/Password creation

Single access is used if you want to give individual rights to a person.

HINT: Use the Group access if you want to grant the same rights to multiple employees.

Click New and select the desired option (Single user/password or New entry based on the selected one).

The desired settings for defining the employees' access rights are made in the following dialog:

Authorization

  1. Enter the employee’s name and abbreviation, and then the password. A new user can change this password the first time he logs-in. For allowing this, you gave to activate the option Mmust change password (5).
  2. Specify the account areas to which the user should have access. Multiple account areas are separated by a semicolon.
    You can also grant access to the archives. For example, if you enter SALES;SALES/*;CLUB, the user will have access to the areas SALES and CLUB, as well as to all the archives from the SALES area. Not entering an account area means that the employee has access to all account areas.
  3. Enter the individual access rights. Please note that you have different possibilities depending on the category. For example, you have the following options for Persons:

    :!: If the user you enter the rights for belongs to a group, and you want to grant him the same access as for the other members, select “According to group”. For a description of what the individual restrictions settings are, see the chapter Setting access rights.
  4. Passwords can also be assigned for a limited time period. Define here the timeframe in which the password is valid.
  5. If an employee leaves the company, deactivate his / her password here. Under no circumstances should you delete the password, otherwise all bookings made by this person will be set to N.N.. According to the cashier's policy, it must be clear at all times who made a booking.

Special

The PC CADDIE password management allows you to independently control the individual passwords. For this purpose, there are several special functions and blocks (for example, from individual fields, etc.) which are set under Special. These additional restrictions allow you to lock individual specific fields for editing (an example of this could be the field of membership in the Person mask). Find out more about this in the chapter Special/Restrictions.

The PC CADDIE Infodesktop can only be activated by the supervisor.

Groups

Define here the group(s) of the user. The advantage here lies quite clearly in the standardization of rights, as well as the time savings in contrast to setting up individual access rights.

Find out more in the chapter Group access.

CRM\DMS

  1. If a task is created for a particular group, it is possible to determine which of these group entries should be displayed for that individual employee.
  2. If the employee opens a new CRM\DMS entry, this entry is to be created or displayed by default for the corresponding person or group.
  3. The settings of the Windows rights offer the option that PC CADDIE has different accesses rights to Windows than the user. This can be an advantage if, for example, the emails are in a folder to which the user does not have access via the Explorer.

Details

  1. This information is mostly informative. But it is important, for example, if you have licensed the mail via PC CADDIE. You can configure the template so that the data entered here appears automatically in the mail. To do this, use the commands <USERNAME.> for the name, <USERMAIL.> for the e-mail address, and <USERTELE.> for the direct extension.
  2. If available, assign access to the appropriate Timetable Area. This is especially important if you want to enter CRM appointments in your timetable. If you work with the PC CADDIE time recording, you also have to set the appropriate checkmark.
  3. Each access can be assigned an absence message and a substitute . This information is visible in the CRM system and in the timetable. This option is needed if you are going on vacation, or you will be away for a longer time. Thus, you ensure that no CRM/DMS-tickets are allocated to you and remain unaddressed until your return. If somebody can replace/represent you during your absence, you can register this person as a substitute here. Your open entries will be visible to your substitute and can be addressed by them.
  4. If you are working with waiters' locks, you can see here the code for the corresponding user lock.

Create group access

The same principles apply to the creation of Group access as for Single access. If you want to assign rights to a Single access, that do not correspond to the default settings of the Group access(if one employee in a group should have more rights than all others, for example), you can change this directly in the individual access. These settings take precedence over the group rights.

Access rights

The settings are identical with the ones described for Single access. These settings are valid for everybody assigned to the respective group.

The individual settings for functions are described below in the section Setting access rights.

Special

The restrictions under special are created the same as described in the section Special for the Single access, only that these apply to the whole group and not for one person.

Setting access rights

How do I set the individual access rights? Basic information on the individual categories is described in the following table. Please contact our support for authorizations/lockings that only apply to individual functions or input fields in PC CADDIE.

Important: if an access is marked with “no”, this “no” always has priority! No matter if it is stored in the settings for a person or in those for a group, no is no. Thus, if individual persons (for example, at the reception) should have more rights than others (for example, for sales), then the corresponding parameter in the group (reception) must be set to “neutral” and the rights of the individual employees are to be directly consider. The most commonly used special commands for additional rights or denials are listed below the description of the settings. These must be entered in the respective access in the tab Special.

Supervisor

no No access to the Password management in the Settings menu.
according to the group/neutral No supervisor rights unless it is “yes” in the assigned group.
yes Access to the Password management in the Settings menu. Has full rights.

Persons

no Cannot access any option in the Persons menu and thus has no rights to access personal data.
according to the group/neutral The group settings are the ones that matter.
all May do everything in/with the persons.
limited In Persons menu the access to send SMS, the CRM todo and daily list, the duplicate check as well as to the automatic allocation of the game rights are blocked. The tabs Address, Bank, Info and Memo are disabled in the Person mask. The characteristic 02 Membership cannot be edited. The date of birth and the entry and exit dates are hidden. The buttons Copy, ASG/DGV card, Select No., salutation are greyed out, the button Online is hidden, and the functions regarding the cross-linking of Events, Cash register, Timetable are dependent on the appropriate settings.
only for new entries In Persons menu the access to send SMS, the CRM todo and daily list, the duplicate check as well as to the automatic allocation of the game rights are blocked. The tabs Address, Bank, Info and Memo are disabled in the Person mask. The date of birth and the entry and exit dates are hidden. The buttons Change, Delete and Copy are greyed out, the button Online is hidden, and the functions regarding the cross-linking of Events, Cash register, Timetable are dependent on the appropriate settings.
new entries, only names The Persons menu allows access only to the Score cards (print) and Email gegeben. The tabs Address, Bank, Info and Memo are disabled in the Person mask. The date of birth and the entry and exit dates are hidden. The buttons Change, Delete and Copy are greyed out, the button Online is hidden, and the functions regarding the cross-linking of Events, Cash register, Timetable are dependent on the appropriate settings.
just read rights The Persons menu allows access only to checking the association card, calendar (just read), phone and fax messages, Email (but not Supermailer) and FTP-Export. I The tabs Address, Bank, Info and Memo are disabled in the Person mask. The date of birth and the entry and exit dates are hidden. The buttons Change, Delete and Copy are deactivated; the buttons Print, Word/Export and Online are hidden.
Command in the tab Special entries:What it doesWhat needs to be adjusted
PEED_NOCODEMember number should be unchangeablet.b.a.
PEED_GEBD3Still be able to see the date of birtht.b.a.
PEED_ALL3all 5 person tabs are also visible to operators with limited rights (otherwise only the first two tabs). limited
PEED_GEDIT3This makes guests editable, even if the rights reserved for the logged in user are limited to “Only new entries”. Only new entries
PEED_NOMERK03Feature 3 (Membership) cannot be edited. This setting can be extended to features 4 and 5 accordingly.t.b.a.
PEED_SECUINFO7 Additional blocking of the corresponding line in the Info tab (for example, Caddie box from the additional fields).t.b.a.
PEED_INFO07To register with certain users or local, so that these users or workstations can edit the corresponding info.independently
SECU_IMMER_GEBDThe lines with date of birth, and entry and exit dates can be edited, despite limited rights.t.b.a.
PEDR_SECUALLList printing. Personal rights are sufficient, but nothing more than “Create new”.t.b.a.
INFO_ALLThe information window (with up-to-date information from the intranet, birthdays, etc.) is also displayed for employees who do not have full access to personal administration.For personal rights under “All”

CRM

noThe Persons menu allows access to the Calendar, but it cannot be edited. The alarm window opens for information, but can only be closed. The Todo List and Daily List options are locked. In the Setup menu, the access to CRM settings under Program options is blocked. In the CRM window of the Person mask the only button disabled is the Options button. All other functions are visible and editable/printable.
according to the group/neutral The group settings are the ones that matter.
yes Access to all the functions from the CRM system, with the exception of Basic settings,which are blocked. In the Setup menu, the access to CRM settings under Program options is blocked.
limited The Persons menu allows access to the Calendar, but it cannot be edited. The alarm window opens and it is ediatable. The Todo List and Daily List options are locked. In the Setup menu, the access to CRM settings under Program options is blocked. In the CRM window of the Person mask the only button disabled is the Options button. All other functions are visible and editable/printable.

Handicaps

noNo access to the master sheet. The Handicaps menu allows access to printing the Rookie of the year and the CR-table; the function Recalculate allis also available. If the permission set at Persons is ALL, the printing of the HCP master sheet and Handicap list is allowed. If the permission set at Competitions is YES, the printing of the Handicap changes and the function Finish tournament are available. In the Person Mask the Intranet synchronization can be started for all persons and the HCP can be changed.
according to the group/neutralThe group settings are the ones that matter.
yesMay make everything with the HCPs, as long as the association regulations allow it.
limitedAccess to the master files, but existing entries cannot be edited and the Cancel button is greyed out. If the permission set at Persons is YES, all functions except Delete master sheet entries are available in the Handicaps menu.
Command in the tab Special entries:What it doesWhat needs to be adjusted
EDS_SECUALLAll employees, regardless of PW rights, can print and enter EDS.t.b.a.

Sales

noOnly the user invoices can be printed in the Sales menu. In the Person mask, the buttons Sales account and Discount are hidden, and the cross-link to the Cash register is blocked. No access to another account area. The cash register and all options in the Article menu are locked.
according to the group/neutral The group settings are the ones that matter.
yes All the function from the Sales and Articles menus are available. The cross-link to the Cash register is blocked in the Person mask, and there is no access to the cash register. The access to the other account area is available if there is nothing entered under Accounts.
limitedIn the Sales menu, the access to the functions Automatic contribution assignment, Annual statements (with all sub-functions), Cash, Daily closing and Details of old financial statements, Card payment and Credit are blocked. The cross-link to the Cash register is blocked in the Person mask. The function Item with stock 0 is locked in the Articles menu. The Discount button in the payment window: default access to this button - this can still be varied with special parameters (see table below). The access to the other account area is available if there is nothing entered under Accounts.
just read rightsIn the Sales menu, the access to the functions Automatic contribution allocation, Abolist, Coupon list, Read diskette, Budget, Payment interface and Debiting, Accounting export, Annual statements (with all sub-functions), Post types and articles, Cash register, Daily closing, Details of old financial statements, List of price changes, Open balances in the account book, Cash register protocol, Cash book and Card payment and credit are locked. In the Articles menu, all functions except the printing of the Labels and the Small article sheet (where one can, for example, switch to item list) are blocked.

Settings related to the articles:

Command in the tab Special entries:What it does What needs to be adjusted
ARED_EDITLOCK The editing of articles is generally blocked. Therefore, use this command for more people or areas.t.b.a.
ARED_VIEW3 The article becomes visible, but cannot be edited.only read rights
ARED_NOTNEW Creation of new articles is not possible. yes
ARED_NOTNEWFG No new articles can be created and in existing articles no new color-size combinations for further sub-articles can be added.t.b.a.
ARED_NONEGVAL Negative stock changes in the edit mask are not possible.t.b.a.
ARED_DELNOTEFORCE Inventory changes can only be made with a delivery note.t.b.a.

Settings related to the cash register:

Command in the tab Special entries:What it does What needs to be adjusted
KASS_STORNO3 Despite limited rights, the ARTICLE can be canceled in cash register. only read rights
KASS_RGSTORNO3 Despite limited rights, the INVOICE can be canceled in cash register. only read rights
KASS_RABATT3 Despite limited rights discounts can be given. only read rights
KASS_RABATT1 Button discount in the payment window only appears for users with full access. Yes
KASS_ABSCHLUSSALL All operators are allowed to complete the daily closing.t.b.a.
KASS_AUTOLOCK:300 The cash register will automatically lock after the defined time, the password prompt window will appear in this example after 5 minutes,: 300 (seconds) = 5 minutes. t.b.a.
KASS_NONEG Prohibits negative bookings in the cash register. only read rights

Settings related to the contribution account:

Command in the tab Special entries:What it does What needs to be adjusted
BEED_NOTNEW It is also not possible to create contributions in a contribution area. t.b.a.
UMSA_PRNTSECU2 To be able to print a turnover statistics, you have to have at least the right “RESTRICTED” for SALES. Persons who have set “only read rights” in the password management for “SALES” will receive an error message ⇒ No authorization. t.b.a.

Cards

noIn the Setup menu, only the machine control window can be opened but not edited, under Card system. In the Person mask the buttons Card and Lock are hidden.
according to the group/neutral The group settings are the ones that matter..
yesIn the Setup menu, the machine control window can be opened but not edited, under Card system; the access to Print cards list and Print users list is enabled. In the Person mask the button Card is visible but locked, the button Lock is active and grants additional access to the card history. Other special rights can be provided, i.a. controlled by parameters, as shown in the table below.
limitedt.b.a.

Competitions

noThe access to the competition features is blocked in the Competitions menu. The Course & event module can be opened and edited, the Leaderboard and the printing of Simple tee times list are enabled. In the Person mask the cross-linking to Events is locked.
according to the group/neutralThe group settings are the ones that matter.
yesFull access to all features of the competitions.
limited In the Competitions menu, the access to Enter player, setup starting list, Export tournament, Import tournament, Annual prizes, Announce results (under multiple tournaments and golf weeks) and Participate in multiple tournaments is locked. In the Competition mask, the buttons Change and Delete are greyed out. New tournaments can be created and existing tournament data can be re-copied. Access to the Player and the Entry fee function are blocked. Results can be entered and the tournament marked as finished. Access to all printing functions. Access to the settings in the buttons Internet and Online is given. In the Person mask one can enter the multi-tournament name and use the printing function (theoretically also participant list for several tournaments), but cannot enter the players for tournaments.
Command in the tab Special entries:What it does What needs to be adjusted
TURN_SELECTCLUB:TUR Release password only for certain tournaments, for example, if a captain is only allowed to edit certain games (tournaments) with his password. Here is the explanation of how to proceed:passwort_turnier.pdf (only in German). independently
TURN_SELECTCLUBAs above, in this case the user abbreviation is automatically taken as identifier. For golf clubs, there is the possibility to configure PC CADDIE so that the enrolling golf clubs can only select their own tournaments for editing - the golf club user IDs simply have to be filled with the four-digit national club number.independently

Clubs

noIn the Setup menu, under Clubs+courses the access is only allowed for Printing of scorecards, Importing club addresses and Swapping clubs in the personal data.
according to the group/neutralThe group settings are the ones that matter.
yesAll functions are available in the Setup menu, under Clubs+courses.

Parameter

noIn the Setup menu, under Program options, the access is allowed for Locker/Caddie-box, Greenfee Bookings, FTP-Transfer, Swiss-Golf-Network, Cash register- quick selection, Edit print templates and Configure the PC CADDIE interface. In addition, the Additional information allows you to swap or delete occupancy as well as assign the Person group identifier and to use the Print button.
according to the group/neutralThe group settings are the ones that matter.
yesIn the Setup menu, the access to the Password management is blocked. ALL functions under Program options are available.
yes, with passwordAll functions and sub-functions under the Setup menu are available.
Command in the tab Special entries:What it does What needs to be adjusted
INFO_ALLThe info window is shown.t.b.a.

Timetable

noIn the Timetable menu, the access is allowed only for Hotel room, Area overview, To the new course and events module, Print simple tee time list, Export player to cash register and Staff overview. In the Person mask the cross-linking to Timetable is locked.
according to the group/neutralThe group settings are the ones that matter.
yesIn the Timetable menu, the access to Reminder, automatic actions, Statistics, Configure Timetable rules, Configure Timetable rules, Time attendance administration and TT-Selfservice is locked. The features Edit areas and Configure Timetable rules are available, but the user cannot edit anything. All functions from the Timetable are accessible, with the exception of printing the standard statistics. These special feature can be, among others, controlled by parameters (see table below).
limitedIn the Timetable menu, the access is similar with the one described at NO. Tee times cannot be booked, copied or changed in the Timetable. The button Print can be used only for Occupancy list for this area and the Bookings for one person. The buttons Book, Distribute and Post are hidden in the Booking window. Question about the button New and the follow-up booking are at SK
Command in the tab Special entries:What it does What needs to be adjusted
TIME_AREAS:ABCDTT booking only possible on a certain area. ABCD must be replaced by the abbreviation of the TT range. You can also allow for multiple ranges, then separate them with commas.t.b.a.

Cash register

noThe access to the cash register is blocked in the Accounts menu. The Operator billing and the Payment terminal POS interface are available. Green fees can be collected in the Timetable .
according to the group/neutralThe group settings are the ones that matter.
yesIf the parameter is set to NO at the Sales, the Accounts menu offers access to the Settle the cash register only for the Operator billing and the Payment terminal POS interface. The functions Cash log and Cash book are locked. The access to all the functions, including the Book deposits and withdrawals is available in the Cash register. The execution of Articles or invoice cancellations and the access to the Articles are blocked. No access to the Discount functions and to the Archive button (). The blocked accesses are set via SALES (see the various tables).

Note:

<secu_name.> Put this command in the receipt layout, so that the name of the registered person from the password management is printed in a receipt, invoice

Change/Delete access

You should not delete a user via the password management, but rather block his access. Otherwise you will have problems understanding who made what. Only the person’s identification is stored in the database, and not the correct name.

The attempt to create a new user with the same abbreviation already used for an existing - albeit deactivated - will trigger a corresponding warning message from PC CADDIE. If an access that had the same ID as the new access had been previously deleted, the new one will be deposited in all places where the old person was previously linked.

In particular, CRM\DMS users should not delete other users. The blocked users are marked with a pre-defined “Z” or “X” in the password administration window. Zudem können alle noch offenen Tickets der austretenden Person auf eine andere Person umgestellt werden.

Please feel free to contact the Support if you have any questions.

en/einstellungen/passwortverwaltung/passwortverwaltung.txt · Last modified: 2018/12/05 15:07 by emilia
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