CardExchange Solutions Documentation

Producer Help - Authorizations

User roles and Authorizations are created and set up for a reason and that reason is security. From the Premium edition of CardExchange® Producer, we offer advanced user authorizations with login functionality.

Because of the fact that CardExchange® Producer is capable of handling multiple high-level functions, such as advanced inline encoding, we need to consider that in a lot of cases we are working with information that is programmed into cards that may not be available for users of the CardExchange® Producer system. This can also be true for security issues related to database connections. CardExchange® Producer can be connected to applications such as Access Control, Payment, Time Attendance, etc. In most of these cases, the application provider has set strict rules regarding access to information that can be viewed and used within the CardExchange® Producer application. To meet the demand for more efficient management of CardExchange® Producer, ExchangeIt has introduced a strict policy regarding the security of the CardExchange® Producer application.

In order to create more control for the Administrators of CardExchange® Producer, we offer the ability to create user authorization levels. This helps limit user infractions and protect areas within CardExchange® Producer that the common user should not be utilizing. This high-level security allows you to protect the software connections and functionality from user errors.

During the installation of CardExchange® Producer, CardExchange® Producer creates a special file that contains all the security information called the UserAuth.dat file. This file is located in the Data folder of CardExchange® Producer. Every time CardExchange® Producer will be started, a backup is created automatically to AppData folder and contains the settings when closing CardExchange® Producer the last time.

When the UserAuth.dat file is missing, CardExchange® Producer will start up in locked mode. Why can cause CardExchange® Producer to be locked?

There can be several reasons for having this situation, but the most important one is fraud. If somebody tries to get access to information that he or she is not allowed to see or access and delete the UserAuth.dat file on purpose, the system will automatically generate a response by locking itself.

In the event you have a locked CardExchange® Producer license you will have to send the Identification Code to support@cardexchangesolutions.com. As soon as we receive this code, we will generate the Unlock Code that can be entered into the User authorizations file unlock window and send it back to the corresponding email address.

When the unlock code is entered and valid, CardExchange® Producer will start again and the user authorizations can be created again by the user and/or the supplier that has setup the CardExchange® Producer edition.

We will now continue with explaining the setup and use of the User Authorizations within CardExchange® Producer.

Setting up User Authorizations does not make any sense if you are not using a login mechanism therefore first select the Enable logins feature as indicated with the red rectangle. When selecting a dialog will prompt for confirmation:

When you confirm this feature, the Account setup button will become available as indicated with the blue arrow. When you click on Account setup, the User Account Setup Wizard will start.

In the section Create User Authorization we will explain how to create the user groups, profiles, and users. To disable the User Authorizations, uncheck the Enable logins feature check box, a dialog will pop up:

And select Yes to disable the functionality.