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.