Document & Record Lifecycle Software

Working with Access Levels


Define Access Rights

Access Rights define what applications a System Role has access to in addition to what their permissions are for working with data within the application.

  1. From the Preferences drop-down field, select System Administration. In the Navigation menu under Management, select Access. The Content frame will display a list of application access rights for each of the System Roles.
  2. In the Content frame, click the Add button to open the Add Access Rights form.
  3. Enter the required information, and then click the Enter button.

    Field Definitions:
    Application Name: name of the application the System Role is granted access to use.
    System Role: name of the System Role granted access to the application.
    Access Level: privileges assigned to the System Role for access to the Application.

Edit or Delete Access Rights

  1. From the Preferences drop-down field, select System Administration. In the Navigation menu under Management, select Access.
  2. In the Content frame, click the name of the Application. Ensure that you select the Application with the correct System Role. This will open the Edit Access Rights form.
  3. Make the required modifications, and then click the Update button.
  4. To delete access rights to the application, click the Delete button. At the Delete confirmation message, click the OK button.
 

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