Security/Employees

Clicking on the Security and Employees option under the Utilities menu will initially open up the screen shown below.  From this screen you have the option of enabling or disabling Y.E.S.! system security.  The security features within Y.E.S.!™ allow you to control the features available to each individual employee.  When security is enabled, the user will be required to Log on, and asked to enter their user name and password before being able to use the program.  The user's name who is currently logged in will appear in the status bar at the bottom of the screen at all times.   

To log out, select "File" from the main menu, and "Log Out" from the drop down menu.  Because security is enabled, the Log In screen will then appear, and the next user will be required to enter their name and password in order to access the program.

By default security is not enabled.

If you elect to enable security, you should set up at least one employee's security options, which are found on the Employees tab of the Security/Employees screen, shown below.

Y.E.S.!™ is initially installed with the default security of only one security user name and password, which is user "Admin" and password "1".  From the Employees tab, you can create a new user and edit or delete an existing user.  Clicking on NEW or EDIT will open up the following screens from which all necessary information will be entered.  

To adjust the width of each column, click and hold on the column separator and move it left or right accordingly.

Clicking on NEW or EDIT will open up the following screens from which all necessary information will be entered.  

• Note:  You will not be able to create a new employee with the same name as an existing employee.  As a suggestion, you could add "- 1", "Jr.", or "Sr." to the end of the employee's name.

Once you have created new employees, we strongly encourage you to change the default "Admin" password to a number or word that is confidential but one that you can remember, in order to prevent unauthorized access to business-critical information.

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The General Information tab has fields for all of the basic information about the employee, such as name address, phone number, etc. To add or edit information within the employee screen, click on the desired field, and type the desired information.

The Work Related tab contains fields which may be used (if desired) to enter additional information about the employee.

• NOTE:  "EMG Contact" and "Emg Phone" are to be used for an emergency contact and emergency phone number for the employee.

The Permissions tab contains the program critical permissions for the Y.E.S.!™ program.  From this screen, you determine which program features and areas are accessible by that particular employee by placing a check in the box next to the program functions which are listed below:

• Items

• Add - If checked, the employee may add items to your inventory

• Edit - If checked, the employee may edit  your inventory, changing price, quantity, description, associated images, etc

• Delete - If checked, the employee may delete items from your inventory

• Sell - If checked, the employee may run the Point of Sale

• Vendors

• Add - If checked, the employee may add Vendors

• Edit - If checked, the employee may edit Vendors information

• Delete - If checked, the employee may delete Vendors

• Customers

• Add - If checked, the employee may add Customers

• Edit - If checked, the employee may edit Customers information

• Delete - If checked, the employee may Customers

• Edit Company Info - if checked, the employee may edit the name, address, logo and other information pertaining to the description of your company

• Edit Employees - if checked, the employee may edit the security information for other employees

• Design Website - if checked, the employee may alter the design of your website

• Upload Website - if checked, the employee may upload your website to the Internet

• Perform Database Utilities - if checked, the employee may perform backup, restore or repair operations on the Y.E.S.!™ database.

• Import - if checked, the employee may import data from QuickBooks™

• Get Internet Sales - if checked, the employee may get Internet sales

• View/Edit Sales Related Info - if checked, the employee may View/Edit all sales related information.

• View Reports - if checked, the employees may run and view all reports pertaining to vendors, sales, taxes, customers, and inventory.

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• NOTES:  In order to enforce security throughout the Y.E.S.!™ program, as well as the Point-of-Sale screen, you must follow these two (2) steps:

1.  Enable security from the "Security / Employees" screen and entering your employees information, passwords and permissions,

2. Open the Point-of Sale screen, and select "Utilities" and "Enable Security" from the menu.