Operators need to be set up for several reasons. Individual transactions require that an operator be associated with them, for audit purposes. Operators also need to be identified for security purposes, so as to allow access to different parts of the system depending on what Group they are a member of and the privileges that have been assigned to that group(s).
At least one operator needs to be Setup initially.
Using the [New] button on the toolbar, to create a New Operator:
The 'ID' needs to be unique, in that each Operator requires a unique ID although their names could be the same. Usually the operator's initials suffice.
Then add their Full Name, and press [OK].
A 'Password' is required for all users. When it is typed in it will appear as a row of asterisks (******). The password is case-sensitive, which means that the same password but with a capital letter will be a different password as far as the system is concerned, so the user must remember what case is used.
The 'Workstation' field if filled in with a specific Machine name (as found in the Windows System attributes) will limit this Operator to only be able to login on that specific PC.
The 'Manages Group' field refers to any Membership Module group that is being managed by the system. When ticked the drop down will list all available Membership groups. An operator can only manage one Membership group at a time.
The 'Agent' Yes/No option refers to whether this Operator is accessing the system via the Agency Module, if set to Yes the [Agency] button becomes active:
Select an Agency Group that this Operator is associated with, from the available list.
These groups are setup as below in Security>Agency Groups.
Once an Agency Group is selected, other constraints can be set, such as:
Percentage commission paid on Agency Sales
Minimum number of tickets allowed to be sold
Maximum number of tickets allowed to be sold
How many days in advance of the performance that the Agent Operator can book tickets for
The 'Groups' button displays and can edit, what Security Group(s) and therefore what sort of access that this Operator has to the system, see below
To delete a Security Group from an Operator, Highlight and use the [Delete] button on the toolbar; you will be asked to confirm that you want to delete the group.
If any of the Security Groups that are associated with the Operator have Operator constraints then that restraint's button will become active:
The Greyed Out buttons will become active once the associated Security privileges are activated for the Group that this Operator is a member of:
Security > Group Functions
Moved into the Read/Write list associated with that Security Group
An operator may be assigned to manage multiple Member Groups. Click the Member Groups button.
Tick the Selected box next to each Member Group the operator is to manage.