Set-Up User Levels

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Now that you have configured the system you now should start defining user levels. IndustrySafe comes with a number of pre-set user levels. Using the User Level Manager, located in the System Functions module, a system administrator can configure the pre-set user levels or add new levels. When either adding a new level or configuring an existing level, the system administrator can assign None, Read Only and Add/Edit for any module/form. In addition the system administrator can determine whether the level can generate reports, close forms, reopen records and/or delete records.

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.

For more information about user levels see the user level manager section of the online help manual.