Once a Security Role has been added, you will need to specify the access required on screens and/or fields within the system.
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 Maintaining Security Roles 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
Once a Security Role has been created, you have various options to maintain the record.
Click on the Access Icon of the relevant screen to toggle between Allow, Deny and Read Only Access. Should a parent item be selected, the child items will change to the same access allowed. The child items can be selected to set permissions on the lowest level.
The Security Role is saved per menu branch. It is therefore important to select Save before moving on to the next menu branch.
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