Classic | Creating a Security Role
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
This feature is available on Lite, Premier and Master.
Navigation:Company Menu>Security>Security Roles
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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