Staff Settings

The Staff section of the Configuration Assistant and the Exo Business Config application is where you set up customised menus, as well as records for staff members (users ), computers and security profiles.

Menus

The Menu Designer lets you set up customised user menus for all MYOB Exo Business modules. These menus, once defined, are then assigned to one or more staff members, possibly organised by the company staff structure. By setting up different menu structure for different users, you can restrict certain functions to those users with the authority to access them, and customize the appearance of the Exo Business interface to suit the needs of the organization.

Dropdown Menus

Dropdown menus are the standard menus available at the top of applications. The Menus > Dropdown Menu section is used to configure the dropdown menus for all Exo Business applications.

Business Flow Menus

Business flow menus are the graphical menus that appear on the opening windows of Exo Business applications. A business flow menu can be created for all applications, although only some applications are set up with a business flow menu by default. The Menus > Business Flow Menu section is used to configure the business flow menus for all Exo Business applications.

Menu Definitions

A menu definition is a set consisting of a Dropdown Menu and a Business Flow Menu. Menu definitions are associated with users at Staff > Users (Configuration Assistant) or Staff > Profile Assignment > Staff (Exo Business Config), and determine which menus will be used for that user.

Tip: The definition assigned to the current user is highlighted in green.

Staff

The Staff section is used to set up new staff members. This includes personal details (such as Job Title and Phone details) and authority values (creditor invoice limits, purchase order limits). Users are configured at:

• The Staff > Profile Assignment > Staff section of Exo Business Config
• The Staff > Users section of the Configuration Assistant

The Users section also manages login access to MYOB Exo Business. The staff member is assigned a Login ID, and a password managed with the Change Password button. The Account Status setting shows and/or sets the status of the user’s account and password (Account OK, Locked, or Expired).

The Users section is also where Profiles are associated with the user. Specifically, this is where the user is assigned a User Profile (to define user-specific settings), a Security Profile (to determine how the user’s password is managed), and a Menu Definition (to associate a menu structure with the user).

Computers

Computer profiles store settings related to the computer hardware, or the computer’s location in a workplace. These settings include form and report printer settings (because most printout destinations are associated with where the computer is located in a workplace), hardware related settings (such as EFTPOS terminal hardware), and mapped file directories. Computers are configured at:

• The Staff > Profile Assignment > Computer section of Exo Business Config
• The Staff > Computers section of the Configuration Assistant

The Computers section manages the association of computer profiles to physical workstations.

Note: User interface preferences such as customised ExoGrids and screen selection check boxes are stored in the user’s Window’s registry, to ensure they are unique per user. These settings will therefore ‘follow’ the Windows login. Computer (and user) profiles can be shared by more than one computer or user, and are therefore not suitable for this purpose.

To assign a computer profile to a computer:

1. Alter the computer profile selection method by clicking the toolbar button (note that changing this setting mid-operation may result in having to delete and remap computer profiles). Options available are:

   • GUID – the historical method where a unique identifier is stored within the computer’s registry. This works if the Windows Login user is consistent, however this may not be appropriate as network operating systems tighten security and workstations have multiple users. This option will not work in a Terminal Services environment.

   • ComputerName, ClientName – two separate options which are relevant for some operating systems, but not others. For instance, ComputerName is suitable for Windows as uniquely identifying the workstation, but in some Terminal Services environments the ComputerName is the main server and ClientName is the unique username.

   • ComputerName + ClientName – a compound setting that is unique in most mixed operating system environments, and is the normal suggested setting.

2. Double-click on the appropriate computer name to assign a profile.

3. Select the required Computer Profile from the drop-down selection.

The computer running MYOB Exo Business needs to be associated with a computer profile. However, a computer cannot be assigned a profile until that computer runs an Exo Business application, which then "registers" the computer with Exo Business, giving the configuration applications a reference with which to associate a profile.

To assist, Exo Business has a Company-level profile setting Use Default Profiles, which if enabled, will assign any new computer the default computer profile. If this setting is disabled, the user will be prompted to select a computer profile the first time an Exo Business application is run on the computer.

If a user regularly moves their notebook computer between offices (or maybe home and office), then the computing environment could change radically. For instance, different printers could be available or the preferred location to obtain reports from could change.

Security Profiles

The Security Profiles section controls profile settings relating to login/password security.