Using NEOSYS Agency System

Using the NEOSYS Agency System

This covers tasks common to both the NEOSYS Media System and the NEOSYS Job System.

Limiting users to work in particular divisions

1. In the Company File, create multiple companies to represent the divisions.
2. In the Authorisation File, split the groups into multiple groups per division. For example, instead of one CLIENT SERVICE group in the Authorisation File you can create CLIENT SERVICE1, CLIENT SERVICE2 etc. The only difference must be a trailing integer so that the actual division name can be determined by NEOSYS.
3. In the Authorisation File, add tasks to restrict access to individual companies eg COMPANY ACCESS "X" where X is the company code. The quotes are required. Invent a suitable lock eg CFX to lock the company, place that lock on the newly created task and add that lock to the keys of the groups that should have access to that company.

Giving Production Executives (or other Groups) Access to Media Invoices

In the Authorisation File:

1. In the Tasks section, sort the tasks alphabetically by the lock column (click on the column heading) and check that the code "AMI" is not used already for any lock code. We suggest the code AMI to remind us that this lock represents "access media invoices" - rather like AM is commonly used to represent "access media". If you choose any other code instead of AMI then substitute the code you decide on for AMI in the following instructions.
2. In the Tasks section, change the lock next to the MEDIA INVOICE ACCESS task to be AMI.
3. Add the key AMI to the list of keys for each of the user groups (not each of the users) that previously had access to media invoices (eg finance, media etc) and also include it in the list of keys for the user group for Production Executive (or other groups) that you wish to enable.
4. In the Users section, next to every user who is to have access to media invoices, use the popup to change the menu to be "Production Media" if they had "Production" before or to "Production Media Management" if they had "Production Management" before. Management gives them access to the billing analysis reports subject to further authorisations.