Difference between revisions of "Security Function Data Dictionary"
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− | ==''' | + | =='''Module Security within DDI-Connect (DDI47SET)'''== |
The tables below will outline the security functions found within DDI Connect. Please note that you must have administrator rights in order to access these functions. If you cannot access the Security area of DDI Connect, contact your organization's DDI administrator or call DDI Client Support for assistance. | The tables below will outline the security functions found within DDI Connect. Please note that you must have administrator rights in order to access these functions. If you cannot access the Security area of DDI Connect, contact your organization's DDI administrator or call DDI Client Support for assistance. | ||
− | For information on how to modify DDI Connect security, reference this page: [[Security | + | For information on how to modify DDI Connect security, reference this page: [[Security Function Maintenance]] |
===DDI Module=== | ===DDI Module=== | ||
Line 116: | Line 116: | ||
| APVENDUPD || Update vendor information | | APVENDUPD || Update vendor information | ||
|} | |} | ||
+ | |||
+ | ===Accounts Receivable=== | ||
+ | |||
+ | |||
+ | {| class="wikitable sortable" | ||
+ | |- | ||
+ | ! Function Name !! Description | ||
+ | |- | ||
+ | | AR || Basic Accounts Receivable Functionality | ||
+ | |- | ||
+ | | ARAPPR || Refund Approval | ||
+ | |- | ||
+ | | ARCREDIT || Override customer credit limit | ||
+ | |- | ||
+ | | ARCUSTDEL || Delete customer | ||
+ | |- | ||
+ | | ARCUSTINQ || View customer information | ||
+ | |- | ||
+ | | ARCUSTUPD || Update customer information | ||
+ | |- | ||
+ | | ARFORMS || Print A/R forms | ||
+ | |- | ||
+ | | ARFREEZE || Freeze/unfreeze customer accounts | ||
+ | |- | ||
+ | | ARINVDEL || Delete invoices | ||
+ | |- | ||
+ | | ARINVINQ || View invoices | ||
+ | |- | ||
+ | | ARINVREC || Update/process recurring invoices | ||
+ | |- | ||
+ | | ARINVUPD || Update invoices | ||
+ | |- | ||
+ | | ARORDCTL || Control order and shipment status | ||
+ | |- | ||
+ | | ARORDDEL || Delete orders | ||
+ | |- | ||
+ | | ARORDINQ || View orders | ||
+ | |- | ||
+ | | ARORDUPD || Update orders | ||
+ | |- | ||
+ | | ARPSADJ || Adjust pick and ship records for orders | ||
+ | |- | ||
+ | | ARSETUP || Update A/R setup information | ||
+ | |- | ||
+ | | ARTRANDEL || Delete receipts and transactions | ||
+ | |- | ||
+ | | ARTRANINQ || View receipts and transactions | ||
+ | |- | ||
+ | | ARTRANUPD || Update receipts and transactions | ||
+ | |} | ||
+ | |||
+ | |||
+ | ===Cash Receipting=== | ||
+ | |||
+ | |||
+ | {| class="wikitable sortable" | ||
+ | |- | ||
+ | ! Function Name !! Description | ||
+ | |- | ||
+ | | CR || Basic access to cash receipting | ||
+ | |- | ||
+ | | CRAPPR || Credit memo approval | ||
+ | |- | ||
+ | | CRMEMOINQ || View credit memos | ||
+ | |- | ||
+ | | CRMEMOMAN || Enter manual checks for credit memos | ||
+ | |- | ||
+ | | CRMEMOONL || Create online checks for credit memos | ||
+ | |- | ||
+ | | CRMEMOUPD || Update credit memos | ||
+ | |- | ||
+ | | CRSETUP || Change cash receipts settings | ||
+ | |- | ||
+ | | CRSTAGE2 || Process cash receipt batches | ||
+ | |} | ||
+ | |||
+ | |||
+ | ===CheckWriter=== | ||
+ | |||
+ | |||
+ | {| class="wikitable sortable" | ||
+ | |- | ||
+ | ! Function Name !! Description | ||
+ | |- | ||
+ | | CWCHECKS || Print checks | ||
+ | |- | ||
+ | | CWCHKINQ || View checks | ||
+ | |- | ||
+ | | CWEFTINFO || View EFT information | ||
+ | |- | ||
+ | | CWEFTUPD || Update EFT information | ||
+ | |- | ||
+ | | CWFORMUPD || Update check form parameters | ||
+ | |- | ||
+ | | CWUPD || Allow changing check payee, stubs, etc. | ||
+ | |- | ||
+ | | CWVOID || Void checks | ||
+ | |} | ||
+ | |||
+ | |||
+ | ===Document Management=== | ||
+ | |||
+ | |||
+ | {| class="wikitable sortable" | ||
+ | |- | ||
+ | ! Function Name !! Description | ||
+ | |- | ||
+ | | DM || Basic document management security | ||
+ | |- | ||
+ | | DMDELETE || Delete images (to delete a check) | ||
+ | |- | ||
+ | | DMRPTDEL || Allow deletion of other users’ reports | ||
+ | |- | ||
+ | | DMRPTUPD || Allow updating of other users’ reports | ||
+ | |- | ||
+ | | DMSEND || Ability to send an image to another | ||
+ | |- | ||
+ | | DMSETUP || Setup document management system | ||
+ | |- | ||
+ | | DMVIEW || View saved images | ||
+ | |} | ||
+ | |||
+ | |||
+ | ===Event Registration=== | ||
+ | |||
+ | |||
+ | {| class="wikitable sortable" | ||
+ | |- | ||
+ | ! Function Name !! Description | ||
+ | |- | ||
+ | | EVPMTACH || Send ACH processed emails | ||
+ | |- | ||
+ | | EVPMTINQ || Inquire on event registration payments | ||
+ | |- | ||
+ | | EVPMTUPD || Modify event registration payment records | ||
+ | |- | ||
+ | | EVWEB || Basic access to EV functions through DDI login | ||
+ | |} | ||
+ | |||
+ | |||
+ | ===Extract Module=== | ||
− | === | + | {| class="wikitable" |
+ | |- | ||
+ | ! Function Name !! Description | ||
+ | |- | ||
+ | | EXQUERYALL || Maintain information queries visible to all users | ||
+ | |- | ||
+ | | EXQUERYUPD || Update information queries | ||
+ | |} | ||
+ | |||
+ | |||
+ | ===Fixed Assets=== | ||
+ | |||
+ | |||
+ | |||
+ | {| class="wikitable sortable" | ||
+ | |- | ||
+ | ! Function Name !! Description | ||
+ | |- | ||
+ | | FA || Basic Fixed Asset functionality | ||
+ | |- | ||
+ | | FADEPR || Calculate depreciation | ||
+ | |- | ||
+ | | FAEMPDEL || Delete employees | ||
+ | |- | ||
+ | | FAEMPINQ || View employee information | ||
+ | |- | ||
+ | | FAEMPUPD || Update employee information | ||
+ | |- | ||
+ | | FARPT || Run fixed assets reports | ||
+ | |- | ||
+ | | FASETUP || Update fixed assets setup information | ||
+ | |- | ||
+ | | FASSETDEL || Delete assets | ||
+ | |- | ||
+ | | FASSETDIS || Dispose assets | ||
+ | |- | ||
+ | | FASSETINQ || View asset information | ||
+ | |- | ||
+ | | FASSETPOL || Update policies/contracts/warranties | ||
+ | |- | ||
+ | | FASSETSER || Update service records | ||
+ | |- | ||
+ | | FASSETUPD || Update asset information | ||
+ | |- | ||
+ | | FASSETVEH || Update vehicle information | ||
+ | |} | ||
+ | |||
+ | ===FundRaiser (Connect-FR)=== | ||
+ | |||
+ | |||
+ | {| class="wikitable sortable" | ||
+ | |- | ||
+ | ! Function Name !! Description | ||
+ | |- | ||
+ | | CAMPINQ || View campaign information | ||
+ | |- | ||
+ | | DONDEL || Delete a donation | ||
+ | |- | ||
+ | | DONDELALL || Delete donor history (via name/address delete) | ||
+ | |- | ||
+ | | DONDELLRG || Delete a large donor’s history | ||
+ | |- | ||
+ | | DONINQ || View donor information | ||
+ | |- | ||
+ | | DONUPD || Change a donation | ||
+ | |- | ||
+ | | FR || Basic FundRaiser access | ||
+ | |- | ||
+ | | FRAPINQ || Inquire on an appeal | ||
+ | |- | ||
+ | | FRAPUPD || Update an appeal | ||
+ | |- | ||
+ | | FRAPUPD || Update an appeal | ||
+ | |- | ||
+ | | FRCMINQ || Inquire on a campaign | ||
+ | |- | ||
+ | | FRCMUPD || Update a campaign | ||
+ | |- | ||
+ | | FRDGADM || Perform additional gift administration | ||
+ | |- | ||
+ | | FRDGINQ || Inquire on gifts | ||
+ | |- | ||
+ | | FRDGUPD || Update gifts | ||
+ | |- | ||
+ | | FRDMINQ || Inquire on a donor account | ||
+ | |- | ||
+ | | FRDMRPTALL || Maintain donor information reports visible to all users | ||
+ | |- | ||
+ | | FRDMRPTUPD || Update donor information reports | ||
+ | |- | ||
+ | | FRDMSETUP || Update system settings | ||
+ | |- | ||
+ | | FRDMUPD || Update a donor account | ||
+ | |- | ||
+ | | FREVDEL || Delete an event | ||
+ | |- | ||
+ | | FREVINQ || Inquire on an event | ||
+ | |- | ||
+ | | FREVRCPTDL || Delete event receipts | ||
+ | |- | ||
+ | | FREVRCPTUP || Update event receipts | ||
+ | |- | ||
+ | | FREVSETUP || Ability to view and edit FR event system settings | ||
+ | |- | ||
+ | | FREVSPINQ || Inquire on an event sponsor | ||
+ | |- | ||
+ | | FREVSPUPD || Update an event sponsor | ||
+ | |- | ||
+ | | FREVUPD || Update an event | ||
+ | |- | ||
+ | | FRLAAPPR || Local allocation approval | ||
+ | |- | ||
+ | | FRLASU || Local allocation super user | ||
+ | |- | ||
+ | | FRNFADM || Named fund update | ||
+ | |- | ||
+ | | FRNFINQ || Named fund inquiry | ||
+ | |- | ||
+ | | FRNFUPDF || Named fund financial adjustment | ||
+ | |- | ||
+ | | FRNFUPDT || Named fund type change | ||
+ | |- | ||
+ | | FRPGINQ || Ability to view planned gifts | ||
+ | |- | ||
+ | | FRPGUPD || Ability to update planned gifts | ||
+ | |- | ||
+ | | FRPLINQ || Inquire on a pledge | ||
+ | |- | ||
+ | | FRPLUPD || Update a pledge | ||
+ | |- | ||
+ | | FRPRINQ || Ability to inquire about programs (T&B) | ||
+ | |- | ||
+ | | FRPRUPD || Ability to update programs (T&B) | ||
+ | |- | ||
+ | | FRRGINQ || Inquire on a recurring gift | ||
+ | |- | ||
+ | | FRRGUPD || Update a recurring gift | ||
+ | |- | ||
+ | | FRVOIDLA || Void Pre-1997 local allocation checks | ||
+ | |} | ||
+ | |||
+ | |||
+ | |||
+ | ===FundWriter=== | ||
+ | |||
+ | |||
+ | {| class="wikitable sortable" | ||
+ | |- | ||
+ | ! Function Name !! Description | ||
+ | |- | ||
+ | | CRCASHINQ || Cash receipts inquiry | ||
+ | |- | ||
+ | | CRCASHUPD || Cash receipts add/update | ||
+ | |- | ||
+ | | FW || Basic FundWriter access | ||
+ | |- | ||
+ | | FWADMIN || Access to administrative tasks menu | ||
+ | |- | ||
+ | | FWAPPR || Document approval | ||
+ | |- | ||
+ | | FWAPPROWN || Approve own documents | ||
+ | |- | ||
+ | | FWBATCHOVR || Modify journals in another user’s batch | ||
+ | |- | ||
+ | | FWCD || Edit code records | ||
+ | |- | ||
+ | | FWCHART || Update chart of accounts | ||
+ | |- | ||
+ | | FWCPYASN || Assign users to companies | ||
+ | |- | ||
+ | | FWCPYUPD || Update companies | ||
+ | |- | ||
+ | | FWINQ || Inquire on account balances | ||
+ | |- | ||
+ | | FWNAADD || Add new FW Name/Address record | ||
+ | |- | ||
+ | | FWNADEL || Delete FW Name/Address record | ||
+ | |- | ||
+ | | FWNAUPD || Edit FW Name/Address record | ||
+ | |- | ||
+ | | FWPPTRAN || Create prior period transactions | ||
+ | |- | ||
+ | | FWPYTRAN || Create prior year transactions | ||
+ | |- | ||
+ | | FWRPGEN || Special menu security to run FundWriter reports | ||
+ | |- | ||
+ | | FWRPGRUN || Run FW report generator reports | ||
+ | |- | ||
+ | | FWRPGUPD || Update FW report generator reports | ||
+ | |- | ||
+ | | FWRPT || Run FundWriter reports | ||
+ | |- | ||
+ | | FWSETUP || Update FW setup information | ||
+ | |- | ||
+ | | FWTRNDEL || Delete journal transactions | ||
+ | |- | ||
+ | | FWTRNINQ || Inquire on GL transactions | ||
+ | |- | ||
+ | | FWTRNMEMO || Update posted journal transaction memos | ||
+ | |- | ||
+ | | FWTRNUPD || Create/update journal transactions | ||
+ | |- | ||
+ | | FWUNPOST || Allows user to reverse posting of GL transactions | ||
+ | |} | ||
+ | |||
+ | |||
+ | ===Investment & Loan System=== | ||
+ | |||
+ | |||
+ | {| class="wikitable sortable" | ||
+ | |- | ||
+ | ! Function Name !! Description | ||
+ | |- | ||
+ | | CASHIER || Enter cashier check batches | ||
+ | |- | ||
+ | | CKCASH || Enter cashier check batches | ||
+ | |- | ||
+ | | CKDEL || Delete check batches | ||
+ | |- | ||
+ | | CKEDIT || Edit check batches created by others | ||
+ | |- | ||
+ | | CKHOLD || Check non depositable item | ||
+ | |- | ||
+ | | CKINQ || Inquire on checks input by mailroom/cashier | ||
+ | |- | ||
+ | | CKREFSUM || Exclude check reference summary | ||
+ | |- | ||
+ | | CKUPD || Entering of mailroom check batches | ||
+ | |- | ||
+ | | GLUPD || GL table update | ||
+ | |- | ||
+ | | ILCASH || IL system cash receipting menu access | ||
+ | |- | ||
+ | | ILDAYCHG || IL system business day change | ||
+ | |- | ||
+ | | ILERASE || Erase all IL system transactions | ||
+ | |- | ||
+ | | ILMISCREC || Miscellaneous receipt transaction | ||
+ | |- | ||
+ | | ILSETUP || Setup IL system | ||
+ | |- | ||
+ | | INV || Basic Investment functionality | ||
+ | |- | ||
+ | | INVADD || Investment master add | ||
+ | |- | ||
+ | | INVADJ || Investment financial maintenance transaction | ||
+ | |- | ||
+ | | INVAPPROVE || Investment note printing approval | ||
+ | |- | ||
+ | | INVAUDINQ || Investment audit list review | ||
+ | |- | ||
+ | | INVAUDUPD || Investment internal audit update | ||
+ | |- | ||
+ | | INVCASH || Investment transfer/payout/purchase transaction | ||
+ | |- | ||
+ | | INVCATINQ || Investment category inquiry | ||
+ | |- | ||
+ | | INVCATUPD || Investment category update/add/delete | ||
+ | |- | ||
+ | | INVDUP || Investment duplicate note transaction | ||
+ | |- | ||
+ | | INVFLEXINQ || Investment flex plus inquiry | ||
+ | |- | ||
+ | | INVFLEXUPD || Investment flex plus update | ||
+ | |- | ||
+ | | INVIDOR || Override dormant/inactive/noaddr investment transactions | ||
+ | |- | ||
+ | | INVINQ || Investment inquiry | ||
+ | |- | ||
+ | | INVINT || Investment force interest posting transactions | ||
+ | |- | ||
+ | | INVIRAUPD || Update IRA transaction information | ||
+ | |- | ||
+ | | INVNAUPD || Investment alternate PIN Name/Address update | ||
+ | |- | ||
+ | | INVNOCASH || Investment non cashier transaction menu access | ||
+ | |- | ||
+ | | INVOPER || Investment console operator (batch updates) access | ||
+ | |- | ||
+ | | INVORIG || Update original investment amount | ||
+ | |- | ||
+ | | INVPAY || Investment payout only transactions | ||
+ | |- | ||
+ | | INVPURUPD || Update investment purchase date | ||
+ | |- | ||
+ | | INVREDP || Investment redeposit withdrawal in error transaction | ||
+ | |- | ||
+ | | INVRPIN || Investment transfer to new registration PIN transaction | ||
+ | |- | ||
+ | | INVSALEINQ || Investment state sales inquiry | ||
+ | |- | ||
+ | | INVSALEUPD || Investment state sales tracking update | ||
+ | |- | ||
+ | | INVSETUP || Investment setup maintenance | ||
+ | |- | ||
+ | | INVTIERINQ || Investment tier rate inquiry | ||
+ | |- | ||
+ | | INVTPINQ || Investment type/rate inquiry | ||
+ | |- | ||
+ | | INVTPUPD || Investment type/rate update | ||
+ | |- | ||
+ | | INVTRANINQ || Investment transaction inquiry | ||
+ | |- | ||
+ | | INVTRANS || Perform investment transactions | ||
+ | |- | ||
+ | | INVUPD || Update existing master investments | ||
+ | |- | ||
+ | | INVXFPAY || Investment transfer and payout transactions | ||
+ | |- | ||
+ | | INVXTAX || Investment split tax transfer transaction | ||
+ | |- | ||
+ | | LN || Basic loan functionality | ||
+ | |- | ||
+ | | LNADD || Loan master record add only | ||
+ | |- | ||
+ | | LNADJ || Loan financial adjustment transaction | ||
+ | |- | ||
+ | | LNADV || Loan advance transaction | ||
+ | |- | ||
+ | | LNADVRV || Loan advance reverse transaction | ||
+ | |- | ||
+ | | LNAPP || Loan application fee payment | ||
+ | |- | ||
+ | | LNCHTINQ || Loan change of terms tickler inquire | ||
+ | |- | ||
+ | | LNCHTUPD || Loan change terms tickler update | ||
+ | |- | ||
+ | | LNDOCUPD || Loan documentation update | ||
+ | |- | ||
+ | | LNINQ || Loan inquiry | ||
+ | |- | ||
+ | | LNINSUPD || Loan insurance record update | ||
+ | |- | ||
+ | | LNLCINQ || Loan line of credit inquiry | ||
+ | |- | ||
+ | | LNLCUPD || Loan line of credit update/add | ||
+ | |- | ||
+ | | LNLSPINQ || Loan support inquiry | ||
+ | |- | ||
+ | | LNNAUPD || Loan Name/Address update: remittance/disability/beneficiary | ||
+ | |- | ||
+ | | LNNOCASH || Loan non cash transaction menu | ||
+ | |- | ||
+ | | LNOPER || Loan system operator access (batch update) | ||
+ | |- | ||
+ | | LNPAYMT || Loan payment transaction | ||
+ | |- | ||
+ | | LNPMTRV || Loan payment reversal transaction | ||
+ | |- | ||
+ | | LNRESWD || Loan reserve withdrawal transaction | ||
+ | |- | ||
+ | | LNSTAT || Loan open/close/cancel transaction | ||
+ | |- | ||
+ | | LNTAXUPD || Loan tax information update | ||
+ | |- | ||
+ | | LNTRANINQ || Loan transaction inquiry | ||
+ | |- | ||
+ | | LNTRANS || Basic loan transaction functionality | ||
+ | |- | ||
+ | | LNUPD || Loan master update only | ||
+ | |- | ||
+ | | LNXFER || Loan refinance/transfer transaction | ||
+ | |- | ||
+ | | LSPMAT || LSP investment maturity notice override | ||
+ | |- | ||
+ | | MAILDEL || Delete check batches | ||
+ | |- | ||
+ | | MAILROOM || Entering of mailroom check batches | ||
+ | |- | ||
+ | | PF || Basic Portfolio security | ||
+ | |- | ||
+ | | PFADD || Ability to add portfolios | ||
+ | |- | ||
+ | | PFINQ || Ability to inquire on portfolio master records | ||
+ | |- | ||
+ | | PFMAINT || Portfolio financial maintenance transactions | ||
+ | |- | ||
+ | | PFNOCASH || Portfolio non cashier menu access | ||
+ | |- | ||
+ | | PFOPER || Portfolio computer operator (batch update) | ||
+ | |- | ||
+ | | PFPUR || Portfolio purchase an investment | ||
+ | |- | ||
+ | | PFRECP || Portfolio interest/dividend receipt transaction | ||
+ | |- | ||
+ | | PFREVPUR || Portfolio reverse purchase transaction | ||
+ | |- | ||
+ | | PFREVREC || Portfolio reverse interest receipt transaction | ||
+ | |- | ||
+ | | PFREVSELL || Portfolio reverse sell/redeem transaction | ||
+ | |- | ||
+ | | PFSELL || Portfolio sell/redeem transaction | ||
+ | |- | ||
+ | | PFTPINQ || Portfolio type/rate inquiry | ||
+ | |- | ||
+ | | PFTPUPD || Portfolio type/rate update/add | ||
+ | |- | ||
+ | | PFTRANINQ || Portfolio transaction inquiry | ||
+ | |- | ||
+ | | PFUPD || Portfolio master update only | ||
+ | |- | ||
+ | | POOL || Pool functionality | ||
+ | |- | ||
+ | | PORTINQ || Portfolio inquiry | ||
+ | |- | ||
+ | | REGDEL || Ability to delete unused registrations | ||
+ | |- | ||
+ | | REGINQ || Registration inquiry | ||
+ | |- | ||
+ | | REGSTAT || Registration update sub system status | ||
+ | |- | ||
+ | | REGUPD || Update existing registrations | ||
+ | |- | ||
+ | | RFADD || Add restricted accounts | ||
+ | |- | ||
+ | | RFDEL || Delete restricted accounts | ||
+ | |- | ||
+ | | RFVIEW || View restricted accounts | ||
+ | |- | ||
+ | | STFADD || Add staff AI codes | ||
+ | |- | ||
+ | | STFDEL || Delete staff AI codes | ||
+ | |- | ||
+ | | STFVIEW || View staff/staff family accounts | ||
+ | |} | ||
+ | |||
+ | |||
+ | ===IRS Reporting=== | ||
+ | |||
+ | |||
+ | {| class="wikitable" | ||
+ | |- | ||
+ | ! Function Name !! Description | ||
+ | |- | ||
+ | | IRS || Basic IRS web access | ||
+ | |- | ||
+ | | IRSUPD || All IRS functions | ||
+ | |} | ||
+ | |||
+ | |||
+ | ===Inventory=== | ||
+ | |||
+ | |||
+ | {| class="wikitable" | ||
+ | |- | ||
+ | ! Function Name !! Description | ||
+ | |- | ||
+ | | IV || Basic inventory access | ||
+ | |- | ||
+ | | IVINQ || Inventory system inquiry | ||
+ | |- | ||
+ | | IVPRICE || Inventory system price update | ||
+ | |- | ||
+ | | IVUPD || Inventory update | ||
+ | |} | ||
+ | |||
+ | |||
+ | ===Name & Address (includes Yearbook)=== | ||
+ | |||
+ | |||
+ | {| class="wikitable sortable" | ||
+ | |- | ||
+ | ! Function Name !! Description | ||
+ | |- | ||
+ | | DEV || Development top level security | ||
+ | |- | ||
+ | | DEVINQ || Development inquiry | ||
+ | |- | ||
+ | | DEVUPD || Development update | ||
+ | |- | ||
+ | | NAAIUPD || Update AI codes table | ||
+ | |- | ||
+ | | NAALTUPD || Update alternate IDs | ||
+ | |- | ||
+ | | NACD || Edit code records | ||
+ | |- | ||
+ | | NACD0009 || Edit AI codes | ||
+ | |- | ||
+ | | NACD0010 || Edit state codes | ||
+ | |- | ||
+ | | NACENTRAL || Central office users | ||
+ | |- | ||
+ | | NACHACCT || Change constituent’s account type | ||
+ | |- | ||
+ | | NACHINQ || View church data | ||
+ | |- | ||
+ | | NACHUPD || Edit church data | ||
+ | |- | ||
+ | | NACODESUPD || Add new codes during data entry | ||
+ | |- | ||
+ | | NADVMEMO || Development system memos | ||
+ | |- | ||
+ | | NAEMAILINQ || Ability to view email correspondence setup | ||
+ | |- | ||
+ | | NAEMAILUPD || Ability to create and edit email correspondence setup | ||
+ | |- | ||
+ | | NAEMPLOYEE || Allowed to modify the “Employee” designation for a constituent | ||
+ | |- | ||
+ | | NAFILEADD || Add memo file attachments | ||
+ | |- | ||
+ | | NAFILEDEL || Delete memo file attachments | ||
+ | |- | ||
+ | | NAFILEPRIV || View memo file attachments | ||
+ | |- | ||
+ | | NAFOLLOW || Enable NA entry follow mode on startup | ||
+ | |- | ||
+ | | NAINDIVINQ || View individual data | ||
+ | |- | ||
+ | | NAINQ || General Name/Address inquiry | ||
+ | |- | ||
+ | | NAMAILINQ || Ability to view mailing history | ||
+ | |- | ||
+ | | NAMAILRL || Remove mail/PIN list | ||
+ | |- | ||
+ | | NAMAILUPD || Edit mailing list data | ||
+ | |- | ||
+ | | NAMEDEL || Delete a constituent | ||
+ | |- | ||
+ | | NAMEMERG || Merge constituents | ||
+ | |- | ||
+ | | NANAMEMO || Name/Address memo access | ||
+ | |- | ||
+ | | NANEW || Add new name records | ||
+ | |- | ||
+ | | NAOFFINQ || View officer records | ||
+ | |- | ||
+ | | NAOFFUPD || Update officer records | ||
+ | |- | ||
+ | | NAORGINQ || View organization data | ||
+ | |- | ||
+ | | NAORGUPD || Update organization data | ||
+ | |- | ||
+ | | NAPMINQ || View project management information | ||
+ | |- | ||
+ | | NAPMPROC || View processes linked to project management | ||
+ | |- | ||
+ | | NAPMUPD || Update project management information | ||
+ | |- | ||
+ | | NAPROCALL || Ability to view all user process activities | ||
+ | |- | ||
+ | | NAPROCINQ || Ability to view process templates | ||
+ | |- | ||
+ | | NAPROCUPD || Ability to create & update process templates | ||
+ | |- | ||
+ | | NAPROCWHR || Ability to access process “where used” screen | ||
+ | |- | ||
+ | | NARELUPD || Ability to update relationships | ||
+ | |- | ||
+ | | NASETUP || Edit Name/Address setup options | ||
+ | |- | ||
+ | | NASPLIT || Ability to split constituent records | ||
+ | |- | ||
+ | | NATAX || Ability to view Tax ID | ||
+ | |- | ||
+ | | NAUPD || General Name/Address update | ||
+ | |- | ||
+ | | NAUPDDEL || Ability to update deleted name records | ||
+ | |- | ||
+ | | NAXREFMRG || Merge address links | ||
+ | |- | ||
+ | | NAXREFUPD || Update address links | ||
+ | |- | ||
+ | | NAYBINQ || Ability to inquire on Church Yearbook records | ||
+ | |- | ||
+ | | NAYBUPD || Ability to update Church Yearbook records | ||
+ | |- | ||
+ | | NAZIPBAT || Make batch modifications to ZIP codes | ||
+ | |- | ||
+ | | NAZIPUPD || Add new ZIP codes during data entry | ||
+ | |- | ||
+ | | YBADM || Admin rights to Yearbook | ||
+ | |- | ||
+ | | YBEMUPD || Update the Yearbook email system | ||
+ | |- | ||
+ | | YBINQ || Yearbook inquiry | ||
+ | |- | ||
+ | | YBMULTIUPD || Update all Yearbook regions | ||
+ | |- | ||
+ | | YBPOST || Post Yearbook entry form | ||
+ | |- | ||
+ | | YBREVIEW || Yearbook regional review | ||
+ | |- | ||
+ | | YBSGLUPD || Update own yearbook region | ||
+ | |- | ||
+ | | YBUPD || Yearbook update | ||
+ | |- | ||
+ | | YBWEBINQ || Ability to perform yearbook inquiry on the Web | ||
+ | |} | ||
+ | |||
+ | |||
+ | ===Purchase Order=== | ||
+ | |||
+ | |||
+ | {| class="wikitable" | ||
+ | |- | ||
+ | ! Function Name !! Description | ||
+ | |- | ||
+ | | PO || Basic Purchase Order functionality | ||
+ | |- | ||
+ | | PODEL || Delete purchase orders | ||
+ | |- | ||
+ | | POINQ || View purchase orders | ||
+ | |- | ||
+ | | POSETUP || Update purchase order setup information | ||
+ | |- | ||
+ | | POUPD || Update purchase orders | ||
+ | |} | ||
+ | |||
+ | ===Word Processing=== | ||
+ | {| class="wikitable" | ||
+ | |- | ||
+ | ! Function Name !! Description | ||
+ | |- | ||
+ | | WPADM || Merge documents admin | ||
+ | |- | ||
+ | | WPALLUSER || Allows you to see batches other users requested | ||
+ | |- | ||
+ | | WPAPPR || Ability to edit pdf batch approval status | ||
+ | |- | ||
+ | | WPEDIT || Edit merge documents | ||
+ | |- | ||
+ | | WPUPD || Update merge documents | ||
+ | |} | ||
Latest revision as of 17:04, 6 September 2012
Contents
- 1 Module Security within DDI-Connect (DDI47SET)
- 1.1 DDI Module
- 1.2 Accounts Payable
- 1.3 Accounts Receivable
- 1.4 Cash Receipting
- 1.5 CheckWriter
- 1.6 Document Management
- 1.7 Event Registration
- 1.8 Extract Module
- 1.9 Fixed Assets
- 1.10 FundRaiser (Connect-FR)
- 1.11 FundWriter
- 1.12 Investment & Loan System
- 1.13 IRS Reporting
- 1.14 Inventory
- 1.15 Name & Address (includes Yearbook)
- 1.16 Purchase Order
- 1.17 Word Processing
Module Security within DDI-Connect (DDI47SET)
The tables below will outline the security functions found within DDI Connect. Please note that you must have administrator rights in order to access these functions. If you cannot access the Security area of DDI Connect, contact your organization's DDI administrator or call DDI Client Support for assistance.
For information on how to modify DDI Connect security, reference this page: Security Function Maintenance
DDI Module
Function Name | Description |
---|---|
DDIAPIINQ | Inquire on API Records |
DDIAPIUPD | Update API Records |
DDIBROWSE | Force use of browser for reports |
DDIDBUPD | Ability to add, edit and delete database definitions |
DDIHELP | Enables editing of help screens |
DDIJOBINQ | View job processing queue entries |
DDIJOBUPD | Update job processing queue entries |
DDILAN | FTP Report Access DDILAN |
DDILOCK | Setting of organization update lock flag |
DDIMOVE | Able to move programs to environment |
DDINET | Access to DDINET |
DDINOMENU | Disables menu on login |
DDIPROG | Enable programmer features |
DDIRPTLOOP | Return to Report Menu or Request Screen |
DDIRPTUPD | Allow update of report desc and ident |
DDIRULEUPD | Ability to add, edit and delete login rules |
DDISECUPD | Update security functions |
DDISETINQ | Inquire on DDI setup records |
DDISETUPD | Maintain DDI setup records |
DDISTAFF | DDI Staff Functions |
DDITEMP | DDI Function |
DDIUNLOCK | Clear organizational lock flag |
DDIWSET | Access to Web site setup |
DDIWSETADM | DDI Staff portion of setup |
DDIWSETCLI | Client portion of setup |
DOCUPD | Access to update help documentation |
FTP | FTP Report Access DDINET |
NEWMENU | Enable new menu system |
ONEWIN | Restrict windows to one window |
OPERATOR | Perform Job Processing |
SECRPT | Security Matrix report menu level security |
Accounts Payable
Function Name | Description |
---|---|
AP | Basic AP functionality |
APAPPR | Voucher Approval |
APBATCHOVR | Modify vouchers in another user’s batch |
APCHECK | Create checks for vouchers |
APRPT | Run Accounts Payable reports |
APSETUP | Update A/P setup information |
APVCHDEL | Delete vouchers |
APVCHINQ | View vouchers |
EAPVCHMAN | Enter manual checks for vouchers |
APVCHONL | Create online checks for vouchers |
APVCHREC | Update/process recurring vouchers |
APVCHUPD | Update vouchers |
APVENDAC | Deactivate vendors |
APVENDDEL | Delete vendor information |
APVENDINQ | View vendor information |
APVENDUPD | Update vendor information |
Accounts Receivable
Function Name | Description |
---|---|
AR | Basic Accounts Receivable Functionality |
ARAPPR | Refund Approval |
ARCREDIT | Override customer credit limit |
ARCUSTDEL | Delete customer |
ARCUSTINQ | View customer information |
ARCUSTUPD | Update customer information |
ARFORMS | Print A/R forms |
ARFREEZE | Freeze/unfreeze customer accounts |
ARINVDEL | Delete invoices |
ARINVINQ | View invoices |
ARINVREC | Update/process recurring invoices |
ARINVUPD | Update invoices |
ARORDCTL | Control order and shipment status |
ARORDDEL | Delete orders |
ARORDINQ | View orders |
ARORDUPD | Update orders |
ARPSADJ | Adjust pick and ship records for orders |
ARSETUP | Update A/R setup information |
ARTRANDEL | Delete receipts and transactions |
ARTRANINQ | View receipts and transactions |
ARTRANUPD | Update receipts and transactions |
Cash Receipting
Function Name | Description |
---|---|
CR | Basic access to cash receipting |
CRAPPR | Credit memo approval |
CRMEMOINQ | View credit memos |
CRMEMOMAN | Enter manual checks for credit memos |
CRMEMOONL | Create online checks for credit memos |
CRMEMOUPD | Update credit memos |
CRSETUP | Change cash receipts settings |
CRSTAGE2 | Process cash receipt batches |
CheckWriter
Function Name | Description |
---|---|
CWCHECKS | Print checks |
CWCHKINQ | View checks |
CWEFTINFO | View EFT information |
CWEFTUPD | Update EFT information |
CWFORMUPD | Update check form parameters |
CWUPD | Allow changing check payee, stubs, etc. |
CWVOID | Void checks |
Document Management
Function Name | Description |
---|---|
DM | Basic document management security |
DMDELETE | Delete images (to delete a check) |
DMRPTDEL | Allow deletion of other users’ reports |
DMRPTUPD | Allow updating of other users’ reports |
DMSEND | Ability to send an image to another |
DMSETUP | Setup document management system |
DMVIEW | View saved images |
Event Registration
Function Name | Description |
---|---|
EVPMTACH | Send ACH processed emails |
EVPMTINQ | Inquire on event registration payments |
EVPMTUPD | Modify event registration payment records |
EVWEB | Basic access to EV functions through DDI login |
Extract Module
Function Name | Description |
---|---|
EXQUERYALL | Maintain information queries visible to all users |
EXQUERYUPD | Update information queries |
Fixed Assets
Function Name | Description |
---|---|
FA | Basic Fixed Asset functionality |
FADEPR | Calculate depreciation |
FAEMPDEL | Delete employees |
FAEMPINQ | View employee information |
FAEMPUPD | Update employee information |
FARPT | Run fixed assets reports |
FASETUP | Update fixed assets setup information |
FASSETDEL | Delete assets |
FASSETDIS | Dispose assets |
FASSETINQ | View asset information |
FASSETPOL | Update policies/contracts/warranties |
FASSETSER | Update service records |
FASSETUPD | Update asset information |
FASSETVEH | Update vehicle information |
FundRaiser (Connect-FR)
Function Name | Description |
---|---|
CAMPINQ | View campaign information |
DONDEL | Delete a donation |
DONDELALL | Delete donor history (via name/address delete) |
DONDELLRG | Delete a large donor’s history |
DONINQ | View donor information |
DONUPD | Change a donation |
FR | Basic FundRaiser access |
FRAPINQ | Inquire on an appeal |
FRAPUPD | Update an appeal |
FRAPUPD | Update an appeal |
FRCMINQ | Inquire on a campaign |
FRCMUPD | Update a campaign |
FRDGADM | Perform additional gift administration |
FRDGINQ | Inquire on gifts |
FRDGUPD | Update gifts |
FRDMINQ | Inquire on a donor account |
FRDMRPTALL | Maintain donor information reports visible to all users |
FRDMRPTUPD | Update donor information reports |
FRDMSETUP | Update system settings |
FRDMUPD | Update a donor account |
FREVDEL | Delete an event |
FREVINQ | Inquire on an event |
FREVRCPTDL | Delete event receipts |
FREVRCPTUP | Update event receipts |
FREVSETUP | Ability to view and edit FR event system settings |
FREVSPINQ | Inquire on an event sponsor |
FREVSPUPD | Update an event sponsor |
FREVUPD | Update an event |
FRLAAPPR | Local allocation approval |
FRLASU | Local allocation super user |
FRNFADM | Named fund update |
FRNFINQ | Named fund inquiry |
FRNFUPDF | Named fund financial adjustment |
FRNFUPDT | Named fund type change |
FRPGINQ | Ability to view planned gifts |
FRPGUPD | Ability to update planned gifts |
FRPLINQ | Inquire on a pledge |
FRPLUPD | Update a pledge |
FRPRINQ | Ability to inquire about programs (T&B) |
FRPRUPD | Ability to update programs (T&B) |
FRRGINQ | Inquire on a recurring gift |
FRRGUPD | Update a recurring gift |
FRVOIDLA | Void Pre-1997 local allocation checks |
FundWriter
Function Name | Description |
---|---|
CRCASHINQ | Cash receipts inquiry |
CRCASHUPD | Cash receipts add/update |
FW | Basic FundWriter access |
FWADMIN | Access to administrative tasks menu |
FWAPPR | Document approval |
FWAPPROWN | Approve own documents |
FWBATCHOVR | Modify journals in another user’s batch |
FWCD | Edit code records |
FWCHART | Update chart of accounts |
FWCPYASN | Assign users to companies |
FWCPYUPD | Update companies |
FWINQ | Inquire on account balances |
FWNAADD | Add new FW Name/Address record |
FWNADEL | Delete FW Name/Address record |
FWNAUPD | Edit FW Name/Address record |
FWPPTRAN | Create prior period transactions |
FWPYTRAN | Create prior year transactions |
FWRPGEN | Special menu security to run FundWriter reports |
FWRPGRUN | Run FW report generator reports |
FWRPGUPD | Update FW report generator reports |
FWRPT | Run FundWriter reports |
FWSETUP | Update FW setup information |
FWTRNDEL | Delete journal transactions |
FWTRNINQ | Inquire on GL transactions |
FWTRNMEMO | Update posted journal transaction memos |
FWTRNUPD | Create/update journal transactions |
FWUNPOST | Allows user to reverse posting of GL transactions |
Investment & Loan System
Function Name | Description |
---|---|
CASHIER | Enter cashier check batches |
CKCASH | Enter cashier check batches |
CKDEL | Delete check batches |
CKEDIT | Edit check batches created by others |
CKHOLD | Check non depositable item |
CKINQ | Inquire on checks input by mailroom/cashier |
CKREFSUM | Exclude check reference summary |
CKUPD | Entering of mailroom check batches |
GLUPD | GL table update |
ILCASH | IL system cash receipting menu access |
ILDAYCHG | IL system business day change |
ILERASE | Erase all IL system transactions |
ILMISCREC | Miscellaneous receipt transaction |
ILSETUP | Setup IL system |
INV | Basic Investment functionality |
INVADD | Investment master add |
INVADJ | Investment financial maintenance transaction |
INVAPPROVE | Investment note printing approval |
INVAUDINQ | Investment audit list review |
INVAUDUPD | Investment internal audit update |
INVCASH | Investment transfer/payout/purchase transaction |
INVCATINQ | Investment category inquiry |
INVCATUPD | Investment category update/add/delete |
INVDUP | Investment duplicate note transaction |
INVFLEXINQ | Investment flex plus inquiry |
INVFLEXUPD | Investment flex plus update |
INVIDOR | Override dormant/inactive/noaddr investment transactions |
INVINQ | Investment inquiry |
INVINT | Investment force interest posting transactions |
INVIRAUPD | Update IRA transaction information |
INVNAUPD | Investment alternate PIN Name/Address update |
INVNOCASH | Investment non cashier transaction menu access |
INVOPER | Investment console operator (batch updates) access |
INVORIG | Update original investment amount |
INVPAY | Investment payout only transactions |
INVPURUPD | Update investment purchase date |
INVREDP | Investment redeposit withdrawal in error transaction |
INVRPIN | Investment transfer to new registration PIN transaction |
INVSALEINQ | Investment state sales inquiry |
INVSALEUPD | Investment state sales tracking update |
INVSETUP | Investment setup maintenance |
INVTIERINQ | Investment tier rate inquiry |
INVTPINQ | Investment type/rate inquiry |
INVTPUPD | Investment type/rate update |
INVTRANINQ | Investment transaction inquiry |
INVTRANS | Perform investment transactions |
INVUPD | Update existing master investments |
INVXFPAY | Investment transfer and payout transactions |
INVXTAX | Investment split tax transfer transaction |
LN | Basic loan functionality |
LNADD | Loan master record add only |
LNADJ | Loan financial adjustment transaction |
LNADV | Loan advance transaction |
LNADVRV | Loan advance reverse transaction |
LNAPP | Loan application fee payment |
LNCHTINQ | Loan change of terms tickler inquire |
LNCHTUPD | Loan change terms tickler update |
LNDOCUPD | Loan documentation update |
LNINQ | Loan inquiry |
LNINSUPD | Loan insurance record update |
LNLCINQ | Loan line of credit inquiry |
LNLCUPD | Loan line of credit update/add |
LNLSPINQ | Loan support inquiry |
LNNAUPD | Loan Name/Address update: remittance/disability/beneficiary |
LNNOCASH | Loan non cash transaction menu |
LNOPER | Loan system operator access (batch update) |
LNPAYMT | Loan payment transaction |
LNPMTRV | Loan payment reversal transaction |
LNRESWD | Loan reserve withdrawal transaction |
LNSTAT | Loan open/close/cancel transaction |
LNTAXUPD | Loan tax information update |
LNTRANINQ | Loan transaction inquiry |
LNTRANS | Basic loan transaction functionality |
LNUPD | Loan master update only |
LNXFER | Loan refinance/transfer transaction |
LSPMAT | LSP investment maturity notice override |
MAILDEL | Delete check batches |
MAILROOM | Entering of mailroom check batches |
PF | Basic Portfolio security |
PFADD | Ability to add portfolios |
PFINQ | Ability to inquire on portfolio master records |
PFMAINT | Portfolio financial maintenance transactions |
PFNOCASH | Portfolio non cashier menu access |
PFOPER | Portfolio computer operator (batch update) |
PFPUR | Portfolio purchase an investment |
PFRECP | Portfolio interest/dividend receipt transaction |
PFREVPUR | Portfolio reverse purchase transaction |
PFREVREC | Portfolio reverse interest receipt transaction |
PFREVSELL | Portfolio reverse sell/redeem transaction |
PFSELL | Portfolio sell/redeem transaction |
PFTPINQ | Portfolio type/rate inquiry |
PFTPUPD | Portfolio type/rate update/add |
PFTRANINQ | Portfolio transaction inquiry |
PFUPD | Portfolio master update only |
POOL | Pool functionality |
PORTINQ | Portfolio inquiry |
REGDEL | Ability to delete unused registrations |
REGINQ | Registration inquiry |
REGSTAT | Registration update sub system status |
REGUPD | Update existing registrations |
RFADD | Add restricted accounts |
RFDEL | Delete restricted accounts |
RFVIEW | View restricted accounts |
STFADD | Add staff AI codes |
STFDEL | Delete staff AI codes |
STFVIEW | View staff/staff family accounts |
IRS Reporting
Function Name | Description |
---|---|
IRS | Basic IRS web access |
IRSUPD | All IRS functions |
Inventory
Function Name | Description |
---|---|
IV | Basic inventory access |
IVINQ | Inventory system inquiry |
IVPRICE | Inventory system price update |
IVUPD | Inventory update |
Name & Address (includes Yearbook)
Function Name | Description |
---|---|
DEV | Development top level security |
DEVINQ | Development inquiry |
DEVUPD | Development update |
NAAIUPD | Update AI codes table |
NAALTUPD | Update alternate IDs |
NACD | Edit code records |
NACD0009 | Edit AI codes |
NACD0010 | Edit state codes |
NACENTRAL | Central office users |
NACHACCT | Change constituent’s account type |
NACHINQ | View church data |
NACHUPD | Edit church data |
NACODESUPD | Add new codes during data entry |
NADVMEMO | Development system memos |
NAEMAILINQ | Ability to view email correspondence setup |
NAEMAILUPD | Ability to create and edit email correspondence setup |
NAEMPLOYEE | Allowed to modify the “Employee” designation for a constituent |
NAFILEADD | Add memo file attachments |
NAFILEDEL | Delete memo file attachments |
NAFILEPRIV | View memo file attachments |
NAFOLLOW | Enable NA entry follow mode on startup |
NAINDIVINQ | View individual data |
NAINQ | General Name/Address inquiry |
NAMAILINQ | Ability to view mailing history |
NAMAILRL | Remove mail/PIN list |
NAMAILUPD | Edit mailing list data |
NAMEDEL | Delete a constituent |
NAMEMERG | Merge constituents |
NANAMEMO | Name/Address memo access |
NANEW | Add new name records |
NAOFFINQ | View officer records |
NAOFFUPD | Update officer records |
NAORGINQ | View organization data |
NAORGUPD | Update organization data |
NAPMINQ | View project management information |
NAPMPROC | View processes linked to project management |
NAPMUPD | Update project management information |
NAPROCALL | Ability to view all user process activities |
NAPROCINQ | Ability to view process templates |
NAPROCUPD | Ability to create & update process templates |
NAPROCWHR | Ability to access process “where used” screen |
NARELUPD | Ability to update relationships |
NASETUP | Edit Name/Address setup options |
NASPLIT | Ability to split constituent records |
NATAX | Ability to view Tax ID |
NAUPD | General Name/Address update |
NAUPDDEL | Ability to update deleted name records |
NAXREFMRG | Merge address links |
NAXREFUPD | Update address links |
NAYBINQ | Ability to inquire on Church Yearbook records |
NAYBUPD | Ability to update Church Yearbook records |
NAZIPBAT | Make batch modifications to ZIP codes |
NAZIPUPD | Add new ZIP codes during data entry |
YBADM | Admin rights to Yearbook |
YBEMUPD | Update the Yearbook email system |
YBINQ | Yearbook inquiry |
YBMULTIUPD | Update all Yearbook regions |
YBPOST | Post Yearbook entry form |
YBREVIEW | Yearbook regional review |
YBSGLUPD | Update own yearbook region |
YBUPD | Yearbook update |
YBWEBINQ | Ability to perform yearbook inquiry on the Web |
Purchase Order
Function Name | Description |
---|---|
PO | Basic Purchase Order functionality |
PODEL | Delete purchase orders |
POINQ | View purchase orders |
POSETUP | Update purchase order setup information |
POUPD | Update purchase orders |
Word Processing
Function Name | Description |
---|---|
WPADM | Merge documents admin |
WPALLUSER | Allows you to see batches other users requested |
WPAPPR | Ability to edit pdf batch approval status |
WPEDIT | Edit merge documents |
WPUPD | Update merge documents |