Classic | Creating a Security Role

Classic | Creating a Security Role

About

You can create Security Roles to specify which screens and fields a user can access.

Please note: Click on any image in the article to enlarge.

NextGen or Classic

The Classic version is the name given to the previous look and feel of the system. Important to note, both NextGen and Classic point to the same database. No data migration is therefore applicable. 

This article covers Creating a Security Role for the Classic version of the system.

An Example of the Classic Landing Page


The article that explains the same for the new and improved NextGen version, is coming soon.

An Example of the NextGen Landing Page


Edition

This feature is available on Lite, Premier and Master.

Navigation:Company Menu>Security>Security Roles

Overview





Important Comment

User not linked to a Security Role
If a user is not linked to a Security Role, you will have access to all screens. It is therefore advisable to set-up a default Security Role.

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