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Security Settings

Security Settings are used to customize user access to the system. The settings are divided by user groups and then by category.  

Note: Security Groups (also known as User Groups) are customizable. Click here for details.

Note: Security flags that disable access to areas accessible from the menu, the menu item will be hidden.

Setup security settings

To activate access, click on the check box next to each security option ().  

  1. Select "Admin" from the main menu and click on "Security Settings".

  2. Click on the security group to edit.  A list of security categories will appear.

  3. Click on a security category.  A list of security options will appear on the right side of the page.

  4. Click the check box next to the security options to activate.

Click on a security category below for definitions:

Edit security settings

  1. Select ”Admin” from the menu bar and click on ”System Settings”.

  2. Click on the ”Security Settings” link.

Setup security settings

  1. Select ”Admin” from the menu bar and click on ”System Settings”.

  2. Click on the ”Security Settings” link.

  3. Click on the user group to setup.

  4. Click on the system area to setup (i.e. Appointments, Customers, Preferences, Report – Sales Audit and Closing, Reports and System).

  5. Click on the ”Edit” link.

  6. Select /activate () or deselect / deactivate () the options for each access type.

  7. When finished click the ”Finish” button.

  8. Repeat steps 3-7 until all groups and system areas have been setup.

 
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