System Security - User Access Control
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Modified on: Thu, 14 Apr, 2022 at 1:21 PM
- System Security is controlled with customization with predetermined access levels. On the New Contract Screen there is a drop-down selection box labeled “Access Level”. Other access levels can be created/ added if needed.
- Each choice has permission to access predefined areas of the system. The Security Overview table defines the access levels of each choice (listed below)
- On the Menu, Select Company > All Users:
- Click on "Add User" on the top left:
- New Contact screen will appear. Select Access Level:
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