Security Tool

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SECURITY TOOL


Limits User access to specific areas of SMSTurbo with Authorities (Option). The left hand column contains the SMSTurbo function or button that can be blocked from access. The letters from A - Z across the top are the authority levels that can be assigned to a user. A check box allows that function to be used by any user assigned to that level. By the choice of attributes, the default N user is a NO PRICE user and would not see dollars on reports or on screen. See definition for each function that can be enabled or disabled below. It is important to remember that some functions listed below come with purchased features.  If such an option is not available it could be because the feature was not purchased with your SMSTurbo V10 that relates to it.  


When assigning a user an authority level of A-Zit is important to remember that CIS sets up certain authority levels to representative of certain job functions a user might have.

For example Z is the "SMS Administrator" authority level where that user will be able to perform all administrator functions in Turbo as well as be able to perform any  ticketing or accounting function.   Modify the individual permission attributes to grant less permissions to a Z user.


When logged in as letter N, No Price User, the user will not be able to see any pricing on any SMSTurbo screen unless the customer status is set to CASH.  

All tickets created for a CASH status customer will show the pricing on the main ticket views and on the printed ticket so that the operator will be able to

know what to charge the customer.



Start typing the name or part of a name of a security function on the blank at the upper left to search the list for specific attributes.




















































































Setting a Password On Individual Authorities


At the bottom of the SMS Menu Authority window you will see a yellow curved arrow.

This arrow will appear when certain authority attributes are highlighted. This means that

those menu items can be password protected, or when set, require that the SMS user

enter a password to access that menu. The user also must have the authority to run that item.



Once the yellow arrow is selected you will see the below menu to check "Use password", and

then enter the password.  Note: the password can contain letters, both cases, numbers and

special characters, but not be more than 8 characters in length.



Once this password has been set, and the green check mark selected to save it,

and saved on the main authority menu, the change will take place. In the case of our example,

once the user closes out of the authority screen and tries to go back into Utilities, User tools, Security,

they will be prompted for a password to get in.


Security Tool Functions                       Definition of Function, Effects the user's ability to...                                          

:Change Customer Credit Status

Change customer credit status on maintain customer screen

:Change Paid Ticket                     

Change Ticket Paid to Balance Due

:Change Ticket Date                     

Alter Last Activity Ticket Date  - final store

:Change Ticket Direction                

Alter Material Direction - open or final ticket

:Change Ticket Number                   

Change Ticket Number - use before final store ONLY

:Change Ticket Pricing                  

Change Material price per unit, misc charge and delivery charge

:Change Ticket Quantity                 

Change Material quantity count

:Change Ticket Weights                  

NTEP cert requires this be off

:Customer_CCPreAuth

Ability to use the Credit Card Preauthorization button on customer Maintenance view.

:Escrow Warning Override                

Complete Ticket When Exceeding Escrow Balance

:Manual Weight Entry                    

Key weight manually via scale wt data accept window

:ScanDocuments                          

Scan documents linked to ticket record

:SimpleScaleConfig

Tool for simple scale configuration, removed from menu

:Swap TicketWeights

Tool for Swap Ticket Weights removed from menu.

:Update Voided Ticket Remark            

Edit the Remarks Field on Void Ticket Record

:View GL Entry

Hides the GL fields in material and location screens

:View Pricing                           

Removes all Price Related data entry and information from all SMS GUI screens

Browse ARTerm Change

The ability to change the terms in the customer maintenance window.

Browse ARTerm Delete

The ability to delete the terms in the customer maintenance window.

Browse ARTerm Insert

The ability to insert the terms in the customer maintenance window.

Browse Company Master Change            

The ability to change company information in the Company Master

Browse Company Master Delete            

The ability to delete company information in the Company Master

Browse Company Master Insert

The ability to insert company information in the Company Master

Browse Component Delete

The ability to delete components in SMSTurbo

Browse Component Insert

The ability to insert components in SMSTurbo

Browse Container Change

The ability to change a container

Browse Container Delete

The ability to delete a container

Browse Container Insert

The ability to insert a container

Browse Conversion Change

The ability to change a conversion

Browse Conversion Insert

The ability to create a conversion

Browse Customer Change                  

Change details on an existing customer record

Browse Customer Delete                  

Remove an existing customer record

Browse Customer Insert                  

Add a new customer record

Browse CustomerShip To Delete

The ability to delete a Customershipto address.

Browse CustomerShip To Insert

The ability to insert a Customershipto address.

Browse DispatchInfo Change

Change details on an existing dispatch record

Browse DispatchInfo Delete

Remove an existing dispatch record

Browse DispatchInfo Insert

Add a new dispatch record

Browse Escrow Change                    

Change Escrow values

Browse Escrow Insert                    

Dialog no permission to preform task    Add an escrow payment

Browse Escrow List                      

View escrow payments by date

Browse Escrow Purge                 

The ability to delete the rate on an Order setup as Escrow order

Browse Escrow Statement

View customer escrow balance

Browse Escrow Void                      

Dialog no permission to preform task    Void an escrow payment   NOTE  void button no confirmation

Browse Hauler Change

Make Changes to existing Hauler Record

Browse Hauler Delete

Delete existing Hauler Record

Browse Hauler Insert

Add New Hauler Record

Browse Location Change                  

Make Changes to existing Location Record

Browse Location Delete                  

Delete existing Location Record

Browse Location Insert                  

Insert a new Location Record

Browse Material Change                  

Make Changes to existing Material Record

Browse Material Delete                  

Delete existing Material Record

Browse Material Insert                  

Insert a new Material Record

Browse MTCategory Change                

Make Changes to existing MTCategory Record

Browse MTCategory Delete                

Delete existing MTCategory Record

Browse MTCategory Insert                

Insert a new MTCategory Record

Browse Order AutoNumber Button

Set to use next chronological order number from last number present in database

Browse Orders Change

Change existing Order Record

Browse Orders Delete                     

Delete existing Order Record

Browse Orders Edit Rates

Edit existing Orders Rates

Browse Orders Insert                     

Insert a new Order Record

Browse Rate Change

Make Changes to existing Rate Record

Browse Rate Delete

Delete existing Rate Record    * problem -- there are two delete tools, one on browser and 1 on rate window

Browse Rate Insert

Insert a new Rate Record

Browse Ticket Void                      

Void ticket Record

Browse Ticket Void Undo                 

Undo Void of Ticket Record

Browse Trailer Change

Make Changes to existing Trailer Record

Browse Trailer Delete

Delete existing Trailer Record

Browse Trailer Insert

The ability to insert or create a new trailer.

Browse Truck Change                     

Make Changes to existing Truck Record

Browse Truck Customer Button

Change the linked Customer ID

Browse Truck Delete                     

Delete existing Truck Record

Browse Truck Hauler Button

Link Hauler ID to Truck Record

Browse Truck Insert                     

Add New Truck ID  works by suppressing the SAVE feature

Browse UDF Change                       

Make Changes to existing UDF Record

Browse UDF Delete                       

Delete existing UDF Record

Browse UDF Insert                       

Insert a new UDF Record

Browse Users Change                     

Make Changes to existing USER Record

Browse Users Delete                     

Delete existing USER Record

Browse Users Insert                     

Insert a new USER Record

Browse Vendor Change                    

Make Changes to existing Vendor Record

Browse Vendor Delete                    

Delete existing Vendor Record

Browse Vendor Insert                    

Insert a new Vendor Record

Button:Pricing                          

access by UAL prevents access to customer ONLY… still allows wt change, mat price misc and delivery

Button:Ticketing                        

icon removed via  UAL   used to Open The Ticket Input / Update Window

Menu:FileDatabaseUtilities              

removes item from Main Menu

Menu:FileDatabaseUtilitiesBackup        

removes item from Menu

Menu:FileDatabaseUtilitiesPurgeTickets  

removes item from Utilities Menu

Menu:FileDatabaseUtilitiesRestore       

removes item from Menu

Menu:FileExport                         

removes item from Menu

Menu:FileImport                         

removes item from Menu

Menu:FilePasswordsAuthority             

removes item from Menu

Menu:FileUsers                          

removes item from Menu

Menu:FilePrinterSetup

the ability to setup a printer in Reporting

Menu:MaintenanceAccounting              

removes Icon from GUI Tool Bar  -- access to the Billing Menu

Menu:MaintenanceAccounts                

removes Icon from GUI Tool Bar  -- access to the Customers / Vendors  Menu

Menu:MaintenanceAddons

removes Icon from GUI Tool Bar  -- access to AddOns

Menu:MaintenanceBilling                 

removes Billing Icon item from Accounting Menu / related to options - add on interfaces..   ( interface vrs billing )

Menu:MaintenanceBillingGL

option  Billing    --  shuts off the GL field at Material Record

Menu:MaintenanceBillingHistory

SMS billing  customer history    (also affected by Add On Interfaces)

Menu:MaintenanceCompanyMaster           

Access to Co Master info

Menu:MaintenanceContainers              

remove containers icon from Trucks Menu

Menu:MaintenanceConversions             

cannot add or delete records for material units

Menu:MaintenanceCustomers               

removes the Customers icon from the Accounts Menu

Menu:MaintenanceCustomMenu

Enables the insert and delete buttons to add or delete authority

menu items on theSMSMenu Authority screen.

Menu:MaintenanceDispatchInfo            

removes icon from the Trucking Menu -- requires training for DP Info Use

Menu:MaintenanceEscrow                  

removes icon from the Accounting Menu -- requires training for Escrow Use

Menu:MaintenanceHaulers                 

removes icon from the Trucking Menu -- requires training Hauler Setup

Menu:MaintenanceHauling

Un checking removes the "Hauling" menu off of the Accounting  pull down menu.

Menu:MaintenanceLocations               

removes Icon from GUI Tool Bar  -- access to the Location Table

Menu:MaintenanceMaterials               

removes Icon from GUI Tool Bar  -- access to the Material Table

Menu:MaintenanceOther                   

removes Icon from GUI Tool Bar  -- access to Other "custom items menu"

Menu:MaintenanceReporting

removes access to Reporting maintenance page

Menu:MaintenanceSiteInfo

removes access to the Multi site setup page in Company Master

Menu:MaintenanceTrailers                

removes Icon from GUI Tool Bar  -- access to the Trailers Table

Menu:MaintenanceTrucking                

removes Icon from GUI Tool Bar  -- access to the Trucks Table

Menu:MaintenanceTrucks                  

removes icon from the Trucking Menu -- requires training Truck Setup

Menu:MaintenanceUserDefinedFields       

removes item from Utilities Menu

Menu:MaintenanceUtilities

removes access to the Utilities menu.

Menu:MaintenanceVendors                 

removes the Vendors icon from the Accounts Menu

Menu:ReportsActivity

removes SMS Billing Activity report from report center screen (with billing option)

Menu:ReportsAging

removes SMS Billing Aging report from report center screen (with billing option)

Menu:ReportsCashReconcile               

removes icon from report center

Menu:ReportsCustomerList                

removes icon from report center

Menu:ReportsCustomerOrders              

removes icon from report center

Menu:ReportsCustomerRates               

removes icon from report center

Menu:ReportsCustomers                   

removes icon from report center

Menu:ReportsCustomerUsage               

removes icon from report center

Menu:ReportsCustomMenu                  

removes icon from report center

Menu:ReportsCustomMenu:CustomerListing

removes access to the report for customer listings

Menu:ReportsInvoices                    

removes icon from report center

Menu:ReportsLocations                   

removes icon from report center

Menu:ReportsLocationsList               

removes icon from report center

Menu:ReportsLocationsUsage              

removes icon from report center

Menu:ReportsMaterials                   

removes icon from report center

Menu:ReportsMaterialsCosts              

removes icon from report center

Menu:ReportsMaterialsList               

removes icon from report center

Menu:ReportsMaterialsTotals             

removes icon from report center

Menu:ReportsMaterialsUsage              

removes icon from report center

Menu:ReportsPostInvoicing               

removes icon from report center

Menu:ReportsPreBilling                  

removes icons from report center

Menu:ReportsStatements

removes icon from report center

Menu:ReportsSummaryInvoice

removes icon from report center

Menu:ReportsTaxUsage                    

removes icon from report center

Menu:ReportsTickets                     

removes icon from report center

Menu:ReportsTruckContainerList

removes icon from report center

Menu:ReportsTruckCosts                  

removes icon from report center

Menu:ReportsTruckDispatchList

removes icon from report center

Menu:ReportsTruckHaulerList

removes icon from report center

Menu:ReportsTruckList                   

removes icon from report center

Menu:ReportsTrucks                      

removes icon from report center

Menu:ReportsTruckTrailerList

removes icon from report center

Menu:ReportsTruckUsage                  

removes icon from report center

SMSReporting:DesignReports              

access to report Designer

SMSReporting:DesignReportsAdvanced      

access to advanced settings in Report Designer

SMSReporting:Menu:BulkTicketEmailing    

removes icon from report center

SMSReporting:Menu:ConfigureEmail        

removes icon from report center

SMSReporting:Menu:Export                

removes icon from report center

SMSReporting:Menu:FormSelection         

removes icon from report center

SMSReporting:Menu:Import                

removes icon from report center

SMSReporting:Menu:PrinterSettings       

removes icon from report center

SMSReporting:Menu:ReportManager         

removes icon from report center

SMSReporting:Menu:ReprintTickets

removes icon from report center

SMSReporting:Menu:SavedReports          

removes icon from report center

Utilities:Menu:ApplicationInfo          

removes the Utilities Menu  About Icon

Utilities:Menu:CheckForUpdates          

restart required item removed from menu  used to access SMS update process

Utilities:Menu:Configuration            

restart required item removed from menu  access to SMS setup parameter and unattended parameter

Utilities:Menu:Conversion

restart required item removed from menu  used to add or change material units

Utilities:Menu:DatabaseSize

restart required item removed from menu used to determine database size.

Utilities:Menu:PluginManager

restart required item removed from menu  used to update plug in status

Utilities:Menu:SQLQueryTool             

restart required item removed from menu  used to run SQL script from within SMS

Utilities:Menu:TranslationSetup

restart required item removed from menu  used to change language

Utilities:Menu:UpdateKeycode            

restart required item removed from menu  used to update key code options

Utilities:Menu:ViewActionLogs           

restart required  view action logs from current client

Utilities:Menu:ViewActiveUsers          

restart required  view active user list to current database