Creating Access Keywords

You implement access keyword security in three stages:

Create and populate the ACCESS_KEYWORDS general lookup/validation table.
Assign the access keywords to the customer information areas you wish to secure. The customer information areas to which access keywords can be assigned include:

Custom windows
Reports
Activity records
Financial tab within Customers
Fundraising tab within Customers
Customer address information
Customer status information

Assign one or more access keywords to each user to enable access to the protected information.

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Note
You need a Sys mgmt authorization level of 8 and database owner privileges to assign access keywords.

To create access keywords

Create a general lookup/validation table named ACCESS_KEYWORDS.
Enter access keywords according to these restrictions:

Do not enter an Expansion for access keywords.
To hide custom windows from certain users, add the keyword HIDDEN.

Restart iMIS Desktop after creating the access keywords.