The functions that your staff will have access to within the software are driven by the permissions they have been given. Your database has been populated with default access levels. You can use these as they are designed, customize them to suit your needs, or create your own access levels.

Access Level Settings

• View: This access level allows the user to retrieve and view information from the database in read only mode.
• Edit: This access level allows the user to retrieve and change/update existing database information.
• Create: This access level allows the user to add new content to the database, as well as view and update existing information.
• Delete: This access level allows the user to remove existing content from the database as well as create, update and view.
• Use Default: When this access level is selected, the user will be given the access level selected for the Info Hub overall.
• None: By selecting this option, the user will have no access to the specified area.

1. In the Navigation panel, select Setup.
2. Click the Staff Setup link in the Staff and Users Access section.
3. Click the Staff Access Levels tab. The screen will display a list of the pre-configured Staff Access Levels, and the number of people assigned to each level. You may view the permissions that are associated to a particular level by clicking the pencil icon. You will see a list of each of the main functions of the database, and the access level granted. By clicking the numbered link for users you can view the users assigned to that level.

   

4. Click the ADD button.

   

5. In the Add Access Level window, enter the following:

   

   • Enter a Name for the new Access Level – best practice would be to provide a name that at a glance tells you what the access level is for.
   • (Optional) Add a description.
   • Select Staff for the Access Level Type.
   • For each function, select the level of access you wish to provide. If you wish to provide access to the entire system with one level of access, you can do this by selecting the access level for System Default. Or, if you wish to set specific access to individual functions, select the access for that function. NOTE: best practice is to grant the lowest possible access level for the System Default and assign customized access levels per module/area.
6. Once all selections have been made, click Done.

Access Level Settings

• View: This access level allows the user to retrieve and view information from the database in read only mode.
• Edit: This access level allows the user to retrieve and change/update existing database information.
• Create: This access level allows the user to add new content to the database, as well as view and update existing information.
• Delete: This access level allows the user to remove existing content from the database as well as create, update and view.
• Use Default: When this access level is selected, the user will be given the access level selected for the Info Hub overall.
• None: By selecting this option, the user will have no access to the specified area.