This page refers to the fields available on the User Security, User Policies, General page.

Below the image of the page, you will find itemised descriptions of the fields and a basic guide of what is required.

Code and Description

Code

Each User Policy requires a unique code of up to five characters; a short but meaningful code is best.

Enter a description for the User Policy. This should be a description that easily identifies this User Policy.

Tick the following to allow users access to different areas of finPOWER Connect:

Allow Windows Desktop Application access? - Tick to allow these Users to have access.
Allow Web Services and Cloud-based Application access? - Tick to allow users to also access to Web Services and Cloud.
Allow Business Layer access? - Tick to allow these Users to have access via the Business Layer. Unticking will prevent the User from creating the business layer and initialising a connection to the database from outside of the finPOWER Connect User Interface.
Allow Database to be opened in Exclusive mode? - Tick to allow these Users to open the database in exclusive mode. This is primarily used to enable the copying of a database that's open in finPOWER Connect. To do so, you must have the database open in 'Exclusive Mode' so that no other User can open the database and make changes whilst the copy is in progress.

Tick to enforce that the email address must be entered on the Users and Users & Responsibilities form, as well as the New User wizard.