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Understanding the Security Menu

The Security Menu under System Configuration and Settings allows you to set passwords for four levels of branch security.

The four basic levels of security are:

Administrator - Will give the staff user access to the following: Add, Edit, Copy, Delete, Read, Register, Publish, Reports, Archive, System Configuration, Branch List, System Wide List

General Staff - Will give the staff user access to the following: Add, Edit, Copy, Delete, Read, Register, Publish, Reports, Archive

Create Only - Will give the staff user access to the following: Add, Edit, Copy, Read, Register, Publish, Reports, Bulk Archive

Read Only - Will give the staff user access to the following: Read, Register, Reports

Using the security menu, you can set the passwords for each level.

Defining the privileges of each level is something you can do through System Settings.

For information about setting individual user names and passwords, please see this article.

For a video on how to change passwords, click here.

Custom Fields
  • Applicable To: Admin Users
  • Attachments: No
  • Summary: Configure security login settings.
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