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Third Thursday Webinar Series: Security Settings

Security is an important component to running a business, and Counterpoint’s security is no exception. Security settings in Counterpoint can limit what information your end users can view, what actions they can take, and how much they can change Counterpoint’s functionality.
Join Amanda at 2 pm ET on Thursday, September 17th for an overview of Counterpoint’s security settings. Link: https://attendee.gotowebinar.com/register/1065181985605192719

User Preferences

Each Counterpoint user has associated User Preferences to determine how Counterpoint functions for that user.

Editing User Preferences

To edit a User Preferences:
  1. From the Launchpad, select Setup → System → User Preferences
  1. Enter or look up the User
  2. Make edits to the preferences
  3. Click Save

User Preferences Settings

SettingPurpose
Home ActionThe most used function for that user
Open home action at startup Should Counterpoint open the most used function as soon as the user logs in?
Show forms on taskbarSee windows of Counterpoint in the Windows taskbar (good for changing between functions when you leave Counterpoint screens open)
Allow multiple form instancesCan a user open multiple of the same windows (e.g. two items windows open at once)
Implied decimal pointsShould Counterpoint assume the location of the decimal. If checked typing 100 implies $1.00, if unchecked typing 100 is $100.00
Show suppressed messagesIf checked warnings and error messages will display even if the user checked the box to not show again.
Enable customizationsLeave this checked unless directed otherwise
Use simplified filtersWhen looking at filters show the simplified filters not the customizable filters
Default Form View - Maintenance FormsChoose how Counterpoint displays when opening a maintenance window (e.g. when you open the items window, should Counterpoint display in table view or record view)
Default Form View - Document formsChoose how Counterpoint displays when opening a document window (table view or document view)
Remember last view When opening a window, should it revert to the default form view or the last view you used
Default fontDefault font for Counterpoint functions. Too large a font may hide some captions
Default touchscreen fontDefault font used in Touchscreen Ticket Entry
Print button producesIf you click the print, does it print a screen capture of the window or information about the record
Negative number color Color of the background of negative numbers
Required colorColor of the text of required fields
Scheme The format of the Toolbar. Simple is the large icon-based toolbar. Default is a small icon-based toolbar with drop-down menus. V7 puts all actions in the bottom of the window similar to how Counterpoint Version 7 displayed (not recommended).
For more information about what each System Security Setting does, see Section 6 of the Counterpoint Training Manual.

Point of Sale Security Codes

Point of Sale Security Codes define what a group of users can do within Touchscreen Ticket Entry.
To access Point of Sale Security Codes to make edits or additions:
  1. From the Launchpad, select Setup → Point of Sale → Point of Sale Security Codes
  1. Enter or look up a Point of Sale Security Code
    NOTE: You can copy a Point of Sale Security Code by entering a new Code and clicking the Copy From icon in the toolbar to copy the nearest security level.
SettingWhat does the setting mean?
Void Completed DocsCan the user void a transaction that has already been completed?
Perform 'No-Sale'Can the user open the cash drawer without a transaction?
Allow DiscountsCan the user discount items?
Allow Return LinesCan the user process a return?
Allow Validated ReturnsCan the user process a validated return?
Bypass Drawer AlarmCan the user leave the cash drawer open after completing a transaction and still begin processing the next transaction?
For more information about what each System Security Setting does, see Section 6 of the Counterpoint Training Manual.

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