Updating your Company Profile/Security Profiles - Revision history

J.collier at 13:54, 15 October 2012

2012-10-15T13:54:39Z

J.collier at 13:50, 15 October 2012

2012-10-15T13:50:23Z

J.collier at 13:50, 15 October 2012

2012-10-15T13:50:00Z

J.collier at 16:29, 11 October 2012

2012-10-11T16:29:29Z

Technowrites at 09:32, 17 September 2012

2012-09-17T09:32:35Z

Technowrites at 09:31, 17 September 2012

2012-09-17T09:31:33Z

Technowrites: Created page with "Security Profiles are created to grant or deny users access to specific modules of information and functionality within the system. The administrator may establish security p..."

2012-09-17T09:30:46Z

Created page with "Security Profiles are created to grant or deny users access to specific modules of information and functionality within the system. The administrator may establish security p..."

New page

Security Profiles are created to grant or deny users access to specific modules of information and functionality within the system. The administrator may establish security profiles by individual, by group or by specific job function. Access rights can be granted by selecting “All” or “None” (i.e., no access) for each module. The main modules are shown as tab pages along the top of the screen (e.g., Accounts, Calendar, Activities, etc.) Premium features and plug-ins can also typically be activated or deactivated for a group of users by updating their Security Profile.
Viewing Security Profiles
To begin select under then select • Click the Security Profile name to open the Profile Settings screen. This will show more detail about that profile. The default security profile is named “Full Access” and gives access to all available modules that have been purchased for your company. Click the Profile Name to see the Profile Settings for each security profile.The “Expand” button lists any additional sub-modules within each application. The checkbox next to each module allows you to activate/deactivate that feature for the users on that profile.
• A check indicates that the users on this profile will have access to that specific application and/or function.
• A blank checkbox means the user will not have access to this area.

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 The main modules are shown as tab pages along the top of the screen (e.g., Accounts, Calendar, Activities, etc.) Premium features and plug-ins can also typically be activated or deactivated for a group of users by updating their Security Profile.
 Very often several people within the organization will share similar roles such as marketing coordinator or sales manager. By establishing a security profile such as “sales employee” you can quickly turn on or off the various modules for several people at once vs. individually. Security Profiles can be updated at any time to limit access to modules.
 '''Note:''' The default security profile is named Full Access and gives access to all available modules that have been purchased for your company. You may create user accounts using this default profile, and create and assign new security profiles at a future point.
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 . Click Save & Close when you have finished creating security profiles.

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 After you have created a security profile that limits access to specific modules, you may wish to edit each user and reassign them to the new security profile.
-Note: The default security profile is named Full Access and gives access to all available modules that have been purchased for your company. You may create user accounts using this default profile, and create and assign new security profiles at a future point.
+'''Note:''' The default security profile is named Full Access and gives access to all available modules that have been purchased for your company. You may create user accounts using this default profile, and create and assign new security profiles at a future point.
 . Click Administration from the Quick Links menu.

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-Security Profiles are created to grant or deny users access to specific modules of information and functionality within the system. As an administrator you may establish security profiles by individual, by group or by specific job function. Access rights can be granted by selecting “All” or “None” (i.e., no access) for each module. The main modules are shown as tab pages along the top of the screen (e.g., Accounts, Calendar, Activities, etc.) Premium features and plug-ins can also typically be activated or deactivated for a group of users by updating their Security Profile.
+Security Profiles are created to grant or deny users access to specific modules of information and functionality within the system. As an administrator you may establish security profiles by individual, by group or by specific job function. Access rights can be granted by selecting “All” or “None” (i.e., no access) for each module.
-Very often several people within the organization will share similar roles such as marketing coordinator or sales manager. By establishing a security profile such as “sales employee” you can quickly turn on or off the various modules for several people at once vs. individually.
+The main modules are shown as tab pages along the top of the screen (e.g., Accounts, Calendar, Activities, etc.) Premium features and plug-ins can also typically be activated or deactivated for a group of users by updating their Security Profile.
-'''Note:''' The default security profile is named '''Full Access''' and gives access to all available modules that have been purchased for your company. You may create user accounts using this default profile, and create and assign new security profiles at some future point.
+After you have created a security profile that limits access to specific modules, you may wish to edit each user and reassign them to the new security profile.

@@ Line 1: / Line 1: @@
-Security Profiles are created to grant or deny users access to specific modules of information and functionality within the system.  The administrator may establish security profiles by individual, by group or by specific job function. Access rights can be granted by selecting “All” or “None” (i.e., no access) for each module.     The main modules are shown as tab pages along the top of the screen (e.g., Accounts, Calendar, Activities, etc.) Premium features and plug-ins can also typically be activated or deactivated for a group of users by updating their Security Profile.
+Security Profiles are created to grant or deny users access to specific modules of information and functionality within the system. As an administrator you may establish security profiles by individual, by group or by specific job function. Access rights can be granted by selecting “All” or “None” (i.e., no access) for each module. The main modules are shown as tab pages along the top of the screen (e.g., Accounts, Calendar, Activities, etc.) Premium features and plug-ins can also typically be activated or deactivated for a group of users by updating their Security Profile.
-Viewing Security Profiles
+Very often several people within the organization will share similar roles such as marketing coordinator or sales manager. By establishing a security profile such as “sales employee” you can quickly turn on or off the various modules for several people at once vs. individually.
-•	Click the Security Profile name to open the Profile Settings screen. This will show more detail about that profile.
+'''Note:''' The default security profile is named '''Full Access''' and gives access to all available modules that have been purchased for your company. You may create user accounts using this default profile, and create and assign new security profiles at some future point.

@@ Line 2: / Line 2: @@
 Viewing Security Profiles
- To begin select   under    then select
+To begin select   under    then select
 •	Click the Security Profile name to open the Profile Settings screen. This will show more detail about that profile.
 The default security profile is named “Full Access” and gives access to all available modules that have been purchased for your company. Click the Profile Name to see the Profile Settings for each security profile.The “Expand” button lists any additional sub-modules within each application. The checkbox next to each module allows you to activate/deactivate that feature for the users on that profile.