Security Administration
Last Revised: December 4, 2013
The Security Administration screens are accessible only from the Tax Collection System (TCS). They allow you to grant and/or revoke jobs, tasks, entitlements, and batch menu reports/processes associated with each user.
The Security Administration screen allow you to create users, and to grant and/or revoke jobs, tasks, entitlements, and batch menu reports/processes associated with each users.
The Security Maintenance screens allows you to create new jobs. As you are creating these jobs, you can add or remove tasks to create a job that is unique to your tax office. ACT has created a set of default jobs, but each tax office can add additional jobs.
This online help topic covers the following:
- Set Up
- Definitions
- Link to How To... topics
Set Up
The following are required to be set up prior to using these screens
User entitlement:
USER_ADMIN: This must be checked for each user allowed to see the Security Administration screens.
Roles:
ACT_FOUNDATION: This should be granted to all users. It provides the ability to use the Main Menu and the Batch Menu). User entitlements must be set to allow access to screens and processes.
SIT_FOUNDATION: (SIT only, assigned behind the scenes when users are created) This provides the ability to use the functionality available in all of the screens. As with ACT_FOUNDATION, user entitlements must be set to allow these actions.
USER_ADMIN: This must be granted only to users authorized to make changes on the Security Administration or Security Maintenance screens. This provides an extra layer of security, so that unauthorized users do not make user-level security changes. This role can only be granted by ACT employees; it is not visible on the User Administration screen.
USER_VIEWER: This can be granted to users who need to view the Security Administration screen but not make changes to them.
Definitions:
Job - a defined set of tasks. ACT has created jobs such as cashier, head cashier, and accounting that will hopefully include the activities that these tax office employees have. If the default jobs created by ACT do not fit your tax office's needs, you can create new jobs, either 'from scratch' or by copying a pre-existing job and then modifying it. You cannot change ACT's default jobs.
Task - a 'chore' done by a tax office employee. For example, the job 'Cashier' includes the tasks 'take a payment' and 'reprint a receipt'. Tasks must be assigned to jobs. You cannot add or remove tasks from ACT's default jobs.
Entitlement - the specific action(s) taken to fulfill a task. For example, to take a payment, you need access to the deposit control screen and to the payment screen. You also need to open and close a deposit. Each of these activities is an entitlement in ACT's security system. Entitlements cannot be added or removed from a task, but can be turned on and off by user.
How To...
Click here to see a table of the entitlements, tasks and jobs in the SIT system.
For step by step instructions on using this feature, please click here to see the documentation in the Tax Collection System help.