www.TallyERP9Help.Com

Create a New Security Level - in Tally.ERP 9

Security Controls

Security control is an essential part of any organisation, without which an employee may be performing a number of non-essential tasks, for example: a data entry operator could create Masters, view the Trial Balance, Final Accounts, Ratio Analysis or delete essential information etc.,

Security controls need to be defined based on the work profile of an employee. Typically, in an organisation the administrator has all the access rights to the system, whereas the employees are given access rights based on their work profile demonstrating segregation of duties.

Types of Security Levels

By default Tally.ERP 9 has two levels of Security namely Owner and Data Entry.

Owner - The owner has full access rights which will enable him to work with all the features of Tally.ERP 9, except for Tally Audit and Company Alteration which are reserved for the Administrator. Based on pre-defined security levels the Administrator can create other security levels and assign or restrict access based on the requirement.

Data Entry - Data Entry has restricted access but the administrator can assign or restrict the access based on the requirement.

Create a New Security Level

Creating a new security level is a two step process which involves the creation of an Administrator Login and then creation of the users.

Enabling Security Control for a Company (Administrator Login)

To create security levels you should login as the administrator. The administrator login has to be created in the Company Creation or by altering the Company Masters.

Go to Gateway of Tally  > Click F3 : Cmp Info. > Alter

  1. Select the required company from the List of Companies

  2. In the Company Alteration screen set Use Security Control to Yes

  3. Enter the administrator’s name in Name of Administrator field

  4. Enter the password. Tally.ERP 9 displays the strength of the password entered depending on the combination - Alphabets, Numbers & Special Characters.

  5. Repeat the password for the purpose of confirmation.

 
[Img-1]

Note: To ensure user privacy and higher confidentiality, the password is encrypted.

  1. Accept to save the enhancements made

Note: The steps shown above are through the Company Masters Alteration whereas the user can create the administrator login and password while creating the company. Incase you are altering the company masters then close and re-load the company for the security control menu to be enable

Disable Security Control

Security Control of a company can be disabled at any point of time.

To disable the Security Control,

  • Load the Company for which Security Control to be disabled

  • Press Alt+ F3 keys or click on F3: Cmp Info button from Gateway of Tally to navigate Company Info menu

  • In Company Info menu, select the option Alter and press Enter to view Company Alteration screen

  • In Company Alteration screen, tab down to Use Security Control field and set it to No


[Img-2]

  • On Setting this option to No, Tally.ERP 9 will prompt you to enter the Current/Existing Password


[Img-3]

On specifying the Existing Password and saving the Company Alteration, Tally.ERP 9 will prompt to reload the Company and on confirmation company will be loaded without requesting for User Name and Password.

Create Security Levels

To create a new security level you have to login as an administrator.

Go to Gateway of Tally > F3: Company Info > Security Control

  1. Select Types of Security

 
[Img-4]

  1. The Security Levels screen displays the List of Security Levels. You can create a new security level for which you have to enter the required security level.

 
[Img-5]

  1. Press Enter to open the Security Levels screen

 
 
Tally.ERP 9 Reference Manual LIBRARY
1.
Installation of Tally.ERP9
2.
Site Licensing of Tally.ERP9
3.
Shortcut Keys in Tally.ERP9
4.
Maintaining Company Data
5.
Creating Masters
5a. Accounts Information [Creating Masters]
5b. Inventory Information [Creating Masters]
6.
Voucher Entry
7.
Reports in Tally.ERP9
8.
Excise for Dealer
9.
Excise for Manufacturer
10.
Reports [ Excise for Manufacturer]
11.
Excise for Importer
12.
Service Tax in Tally.ERP9
13.
Tax Collected at Source (TCS) in Tally.ERP9
14.
Tax Deducted at Source (TDS) in Tally.ERP9
15.
Value Added Tax (VAT) in Tally.ERP9
16.
Central Sales Tax (CST) in Tally.ERP9
17.
18.
19.
20.
21.
22.
23.
24.
25.
26.
27.
 
Disclaimer :
Tally, Tally 9, Tally9, Tally.ERP, Tally.ERP 9, Tally.Server 9, Tally.NET & Power of Simplicity are either registered trademarks or trademarks of Tally Solutions Pvt. Ltd. in India and/or other countries. All other trademarks are properties of their respective owners.
The visitors may click here to visit the web site of Tally Solutions Pvt. Ltd. for resolving their doubts or for clarifications