2. Managing Security Options Dawn Mihelich

3. Adding/Modifying Users Security Manager Email Setup Do not Change Fields

4. At least one user must be designated as a Security Manager. There should be a limited number of Security Managers. 1

5. In order to use the new e-mailing capabilities, certain fields must be setup. You may need to work with your IT person and our Technical Support staff to ensure all settings are correct. 2

6. There are several check boxes and fields that should not be changed. Contact Support when adding new users if you have any questions. 3

7. User “Properties” Tab

8. Company Properties Tab Address Fields Enable PDF Tab Do Not Change Fields

9. Enter company address fields as you would like them to appear on forms. Consider if an Override Name is needed. 1

10. Enable Companywide PDF tabs. May be overridden by User. 2

11. There are several checkboxes and fields that should not be changed. Contact Support when setting up company security if you have any questions. 3

12. Company “Properties” Tab

13. Company “Users” Tab Access to secured records Project Manager security Enable/override other functions

14. You can flag certain employee records as secured and specify which users can access them. A user who does not have access will not see the record in a dropdown menu or on any reports that contain data for that record. 1

15. You may limit the jobs that a user has access to with Project Manager security. If enabled a user will only see job records and reports for jobs which they have been given access to. 2

16. There are special checkboxes that should only be changed with the guidance of a support representative. These mostly control access to new features or for displaying data. 3

17. Company “Users” Tab

18. Users – “Objects” Tab Module Access Menu Access Other Considerations

19. You may give a user access to selected modules by clicking on the item and enabling all. If you want to give selected access to a module, drill down to the next level before enabling. 1

20. You may limit the menus within a module that a user can access by enabling only those items. In some cases, you will be prompted to give access to an integrated menu to avoid any conflicts. 2

21. Company, User “Objects” Tab

22. In addition to the Security settings, you may want to edit an additional security feature located in the P/R Control Files. This feature allows you to omit data posting to Jobs for secured employees. 3

23. P/R Control “Reporting” Tab

24. Thank You!