Add/Edit User Levels

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Adding and editing user levels is the ability to determine which modules and forms user levels can access, what type of access they can have and whether they can generate reports. There are three types of access: None, Read Only and Add/Edit. None means the user level cannot access anything associated with the form/module. Read Only means that the user level can only view records associated with the form/module. Add/Edit means that the user level has full access to anything associated with the module. Having the ability to generate reports means that for that module the user can generate reports from the reports & analysis section of the module. Having the ability to close means that, if it is available, the user level sees the Close button and the Close Section. In addition certain user levels can have the ability to delete and the ability to reopen. Having the ability to delete means that the user level sees the Delete button on all saved records. Having the ability to reopen means that the user level will see the Reopen button .

Quick Steps Example: Adding a User Level

1.   Open the System Functions module by selecting the System Functions tab in the main menu.

2.   On the vertical menu select User Level Manager, then select Add/Edit User Levels

3.   Select the Add button.

4.   Enter a name for the new user level.

5.   Select the Save button.

6.   Select the Edit link for the new user level.

7.   Indicate if the new user level should have the ability to delete.

8.   Indicate if the new user level should have the ability to reopen.

9.   Indicate which forms/modules the new user level cannot access.

10.   Indicate which forms/modules the new user level has read-only access.

11.   Indicate which forms/modules the new user level has add/edit access.

12.   Indicate for which modules the new user level can generate reports.

13.   Indicate for which forms/module the new user level has the ability to close.

14.   Select the Save button.

Quick Steps Example: Editing a User Level

1.

Open the System Functions module by selecting the System Functions tab in the main menu.

2.

On the vertical menu select User Level Manager, then select Add/Edit User Levels.

3.

Select the Edit link for a user level.

4.

Indicate if the user level should have the ability to delete.

5.

Indicate if the user level should have the ability to reopen.

6.

Indicate which forms/modules the user level cannot access.

7.

Indicate which forms/modules the user level has read-only access.

8.

Indicate which forms/modules the user level has add/edit access.

9.

Indicate for which modules the user level can generate reports.

10.

Indicate for which forms/module new user level has the ability to close.

11.

Select the Save button.