Protecting Reports and Forms by Signing

Since MoneyWorks allows so much customisability of reports and forms, to the extent of being able to include information from pretty much anywhere in the database, it is necessary to be able to secure this avenue of data extraction.

The administrator can restrict access to reports and forms for particular users by a mechanism known as signing. This is controlled by the Signing and Using Unsigned Forms and Reports administration privilege. If you do not want a user to have access to reports and forms, you should turn this privilege off for that user. You can then make specific reports and forms available to that user (for the current document) by signing them for that user.

Note: Forms and Reports are signed to be used by particular users with a particular document.

Note: A user who does have the Signing and Using Unsigned Forms and Reports privilege may print any report or form without it having to be signed first, provided the report is not subject to a Check Privilege control.

Where do custom forms and reports go?

With single-user MoneyWorks, customised forms and reports are stored in a folder called MoneyWorks Custom Plug-Ins that is in the same directory as the MoneyWorks accounts data file.

With multi-user MoneyWorks, the accounts data file resides on the server, and cannot be seen from a client computer. Therefore, for clients who connect to a shared MoneyWorks document, MoneyWorks will provide access to custom reports and forms that it finds in the MoneyWorks Custom Plug-Ins folder—see Managing Your Plug-ins for information on this). If you are logging into a document hosted by MoneyWorks Datacentre, the server will deliver any custom plug-ins automatically.