1. Configuring Security in RiteTrack3 Webinar, March 28 th, 2008 Jim Drever, Marketing Director Justin Olson, Deployment Manager

2. Our Agenda What is the Admin Tree (useful if you are new to RiteTrack 3) Go Through the trees nodes Discuss how basic security works Make an events details invisible to a group Conclude with questions and topic ideas for the next webinar

3. The Tree You have to have Administrative rights There is no extra password protection Lets go see

4. Four Node Types Users – Manage individual users Security Groups – set group policies Organization Configuration Lock Types

5. Users node Each User (someone with a log in into RT) – Selecting a user lets you edit their account (passwords, anyone?) SubNodes of Each User – Groups – Which Group are they part of? Assign a user to a group. Instead of setting up each person, set up the security for the group – Tree Views – What trees does a user get to see (note the admin tree?)

6. Security Groups This is where we set up most of the security Select the Group (right click will make a new one) and let look at that form – Name – Description – Priority – When a user has several, which should have priority… Administrator is usually 1 – Active – Group Users (from assigning users in user node)

7. A Quick Look

8. View Permissions (Under Group) Give basic read, write, create and delete permissions to specific presentation objects Use Global to give or deny permission to all objects of a specific type (e.g., all forms) Use global first, the assign specifics if needed

9. Entity Permissions Add permissions to entities for specific security group Use for relational security For example, a group can only see clients they manage and no others Please let Handel set this up for now, as it does require some database set up

10. Function Permissions Add/Delete Function permissions - for example drag and drop functionality

11. Policies Add policies to a specific group Set a property for a specific control (e.g., disable SSN for a specific group) Handel staff configure policies before setting in administrator

12. Tree Views Add or remove default tree views Inherit tree views when adding a user to a security group

13. Lock Type Override When Events are closed and other items are locked, these enable them to be unlocked for groups Disable closed and signed events Give administrators access to specific forms on signed or locked events If no row exists for a specific lock type, then the object will be LOCKED for the security group.

14. Lock Types (Organizations in a Sec) The last part we looked at in setting up security for lock type overrides gets the lock types from here Developed with configuration to show here

15. Organizations Regular settings, Lets take a quick look…

16. Basic Hierarchy There are multiple groups at an organization Administrator Group (always) User Groups Sometimes (many) more A user can be part of more than one group Security is based on the priority of that group (remember the Security Group form?)

17. Lets Pretend… We are an Indian tibe We have enrollment Supervisors maybe some should or shouldnt have access to details In this case, lets look at The name of this event in this database is enrollment

18. Let Us Set This Security Up Several groups CAN be exactly the same EXCEPT the Intake should have limited access to the enrollment event. Let us change this in our current system:

19. Finally, Future Webinar Topics? Lets hear them Or, e-mail Jim@HandelIT.comJim@HandelIT.com Next Webinar Date: July 8 th, 2008 – (I will e-mail you beforehand)

20. Thanks!