Table of Contents
User Account and Database Administration Basics
These functions are accessed by going to the admin.pl script in the installed directory of SQL-Ledger.
Companies and Datasets
SQL-Ledger stores its information in locale-specific data sets. When a dataset is created, it sets various defaults such as currency, a basic chart of accounts setup, and so forth. Note that the default setup is for Canada, where the author of the software resides. Datasets are generally tracked as PostgreSQL databases. The application is designed with the idea that each dataset will represent exactly one company. If a customer is working with multiple companies, he/she must create a dataset to for each.
How to Create a User
Users are created by going to the admin.pl page and clicking on “Add User.” One then fills out the form and when it is saved, the user is created.
The permissions system is not rigorously enforced within SQL-Ledger, in the sense that the permissions API is generally not used in the application itself. Instead permissions are used to enable/disable menu options. Setting an enforcement of such permissions would require some custom programming at the present time. Most organizations, however, find that the current system is adequate. The checkboxes which are marked enable menu entries. Those that are unchecked disable those entries on the menu.
User Account Types
- User is a general user of the system
- Managers often are able to see a larger amount of data
- Administrators have full access to the system
- Lock System allows one to lock users out of the system while maintenance is performed. This is only necessary during upgrades or maintenance which results in the RDBMS being offline.
- Change Admin Password.
- Logout terminates the admin session.
Next: Chart of Accounts
(First version from: An Introduction to SQL-Ledger by Chris Travers, 2006)