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. |