The below takes you through creating and maintaining security profiles.
To manage and maintain user profiles, click System then click Profiles.
You can use security profiles to control user access to every function within the system. There are a number of profiles available already. These are to provide a starting point for creating role-based security profiles.
Note: You must be connected as a user with the correct privileges to insert or edit security profiles.
Edit or insert a security profile
Click System then click Profiles.
Click Insert.
Note: To locate an existing profile, click Find.Enter a unique code then enter a description.
Other options are available when editing or inserting a security profile, see the below:
Option | Description |
Default Menu Items To |
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Default Options To | This drop down saves time if the profile you insert is for a group of users who require restricted access. Select from:
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Menu Items | The individual entries at each level have a tick to indicate that they're enabled, or a cross to indicate that they're disabled. |
Levels | The levels feature is a part of segregation of duties and users can assign user access down to individual record level.
You can also set exact permission e.g. work with only level 12. In the main menu, these are read-only. These properties are set in the footer of the options pane. |
Options | The security status for each option is displayed. For actions, these are enabled or disabled, for fields these are:
To change the security status for an option:
The levels properties are set in the footer of this pane. |