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      3. Security

      How do I change access levels?

      1. Click "Settings" (upper left corner)
      2. Select "Security"
      3. Select "Access Levels"
      4. Select an existing access level to edit or click "Delete". To create a new level, click "New".
      5. Enter the details as below.
      6. Click "Save".
      Field Details
      Name Enter the name of the access level.
      Access Level

      Click "≥" to expand each main topic to see all associated windows. In some instances, you may click "≥" a third time to expand to see specific functions within a window.

      Select the access type the user should have for each window or function:

      • No Access – The window does not appear for the user.
      • Read Only – Allows the user to look at a window but has no edit or new capabilities.
      • Update not Create – This mode is for editing purposes. It allows the user to update a window but not add new things to it.
      • Full Access – Use the window fully with all functions.
      Report Access Select the reports that should be available to the user.