Security within enDorse works in the same way as within the rest of enVisual, in which user groups are given access to the different functions, and then all users with that group can perform these actions.
The security options used within enDorse are the same options used in enVisual, for example posting a journal in enDorse uses the same security as posting a journal in enAccount.
However, to use enDorse, the user will need to be a member of a group that has access to the enDorse security option. The enDorse security option is located in the system Security screen, and is located under:
| • | enCentral -> Transaction Release -> enVisual Transaction Release |
This will grant the user rights to the enDorse transaction screen.
This is launched via the standard functions option.
| • | enCentral -> Transaction Release -> enVisual Transaction Release - To Do Bar |
This will have the details of enDorse appear in the users to do bar.
This shows the number of transactions to be posted for each module.
Available Entities
Within enDorse not all entities are visible, this is controlled by security, below is an explanation of how each section of enDorse manages which records to show.
ALLtime - Time Captured
Entries are only shown in this section if the logged on user is the approver of the user that created the entry.
enFee - Invoices / Bills
Invoices are only shown here if the logged on user is the head of the group responsible for the customer that the invoice has been created against. (Group responsible is setup in the customer wizard).
enAccount - Journals
Journals are only shown here if the logged on user is the head of a group that has been given access to the accounting entity.
enPortfolio - Investments
Batches are only shown here if the logged on user is the head of a group that has been given access to the accounting entity.
enPurchase - Purchase Invoices
Invoices are only shown here if the logged on user is the head of the group responsible for the supplier that the invoice has been created against. (Group responsible is setup in the supplier wizard).
enProcess - Workflow
Processes only appear here if the logged on user is either the responsible user for the process or is the head of the responsible group for the process.
Group Head
To make a user the head of a group, within enVisual go into Security -> WorkGroup.
From within WorkGroups, you can then find the user, right click and either select Make head of current group, if the user is selected from within the appropriate group, or select make head of other group, and then select the group to make the user the head of.
