
The privileges are organized as follows:
Main menu category or module (i.e. Desktop, Setup, Purchasing, Scheduling, Tools): This level is identified by the
Folder icon. If security is deleted at this level, all option and task privileges contained in the menu/module will automatically be deleted from the user.
Menu/Module Options (i.e. Milestones, Templates): This level is identified by the
Option icon. If security is deleted at this level, all task privileges contained within the menu/module option will automatically be deleted from the user.
Tasks (i.e. access to templates, create templates, delete templates): This level is identified by the
Task icon. A task is the lowest privilege level, and each task is deleted individually.
Expand the All Privileges folder to view main menu/module folders. Expand menu/module folders to view options. Expand menu/module options to view tasks.
From the Setup menu, select Security Manager.
Or, click the
Security Manager icon on the Setup toolbar.
Click the blue Users tab in the upper left corner of the screen. The list of existing users will display in the left pane of the screen.
To delete privileges from an existing user, click on the User ID in the left pane.
Click the Privileges tab on the bottom of the screen.
|
Note |
|
Privileges that have been assigned to the user as a member of a group will be checked and shaded. At the task level, the |
To delete all option and task privileges contained in a menu/module from a user, click the associated checkbox at the
Folder level and leave the checkbox blank.
To delete all task privileges contained in a menu/module option from a user, click the associated checkbox at the
Option level and leave the checkbox blank.
To delete an individual task from a user, click the associated checkbox at the
task level and leave the checkbox blank.
After all appropriate groups, privileges, and reports have been deleted from a specific User ID, continue changing additional users, or save the changes to this user.
At the end of the Security Management session, click theSave button.
Click the
Exit icon in the upper right corner to exit the application.
Add Variance Categories to a User