You will be prompted to enter your password when accessing or creating users.
User Permissions
Security Permissions are organized in a tree for the Administrator to allow access or block Users from screens and functions.
Individual User Permissions in User Maintenance
- Select the User.
- Enter your password.
- Select a Role.
- Select the Plus Icon beside System Permissions.
- Make changes for this User only.
- Select or Deselect checkboxes.
Permissions from the Admin Dashboard
- Admin Dashboard > select the Permissions button in the Security panel.
- Enter your Password.
- To change an Individual User, select the User radio button. (Default)
- Select the User from the dropdown.
- Use the Search field to find a specific Permission. (All functions containing the Search criteria will be highlighted in green.)
- OR select the Plus icon to expand each section.
- Changes made here will only be for the specific User that you have chosen.
Roles from the Admin Dashboard
- Admin Dashboard > select the Permissions button in the Security panel.
- Enter your Password if prompted.
- Select the Role Radio button.
- Select a Role from the dropdown.
- Make changes to the Role.
- If a User and the Role do not have the same Permission to a specific function, changing the Permissions on the Role will not update the User.
- In User Maintenance, the difference will be highlighted on the Permissions Tree.
- If the Permission for a specific function is the same on the User and the Role, changes will be reflected on both the Role and the Individual Permissions. See Example.