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Security Roles

You can set up roles that set security for each role.  These are then applied to each user profile that is not considered and administrator.

Settings tab --> Security Roles

Select the Add New Button to add a new security role.

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Details

• Code: Enter a unique code for this role

• Name:  Enter a name for this role

Security Permissions

This form will list all of the forms in the system.  Security can then be set for each individual form.

Level of Access

• Denied:  The user will not have access to this form at all.

• View:  The user will be able to view this form but will not be able edit the form in anyway.

• Print:  The user will be able to view and print the form but will not be able to edit the form in anyway.

• Update:  The user will be able to update the form but will not be able to add new or delete.

• Add New:  The user will have the ability to add new, update, print etc. but will not be able to delete anything from the form.

• Full:  The user has full access to the form and has the ability to add, delete, update, print and view the form.

Once you have set the security for the role, make sure to hit the save button.

From the ribbon bar, you can delete roles or even copy permissions from another role to add to your new role.