Setting Up User Permissions

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Setting Up User Permissions

The process for creating permissions is to first create security levels with certain actions allowed. Then assign users to the appropriate level or levels.

1. Click on the System Maintenance button on the bottom of the Main Menu next to the EXIT button to open the System Maintenance Form.

2. On the System Maintenance Form click on the User Management Button:

3. Move between users by clicking once on his/her name. The permission groups the user belongs to appear beneath:

4. Create Permission Groups by clicking on the PERMISSION button, bottom left. This opens the Permissions Form.

5. To Delete an allowed action from a group, click on the record and hit your delete key.
6. To add an allowed action to a group, add the Group Name to Security level, and select the action you want to add. Tab out of field to save the record.
7. To create New Group, type the new name in the Security Level field, and add the permissions you wish to associate with that group.