Changing Access Levels

 

1.   Select Settings  (upper left corner).

2.     Choose Security .

3.     Select Access Levels .

4.     Select an existing Access Level to edit or click Delete . For new Level, click New .

5.     Enter the details as below.

6.     Click Save .

 

Field

Details

Name

Enter the Name of the Access Level.

Access Type

 

Click the > to expand each Main Topic to see all associated Sub-Topics. Then click the > to expand each Sub-Topic to see all associated Windows. In some instances, you may click > a third time to expand to see specific Functions within a Window. 

Select the Access Type the user should have for each window or function:

     No Access – The window does not appear for the user.

     Read Only – Allows the user to look at a window but has no edit or new capabilities.

     Update not Create – This mode is for editing purposes. It allows the user to update a window but not add new things to it.

     Full Access – Use the Window fully with all functions.

Report Access

Select the Reports that should be available to the user.