How do I set up a new employee account with access restrictions?

Created by Ezra Weinstein, Modified on Tue, Aug 23, 2022 at 5:41 PM by Ethan Harris

As administrator, one can set up new administrators or employee users with restricted access.

 

  1. To create a new user, go to Contacts > Users > Users. From the User Maintenance list, click ADD.
  2. Fill in the username, first name, last name and email address of the user in the Details tab.
  3. To make the user an administrator with full access, check the "Administrator" and the "Full Client Access" checkboxes. To make the user with restricted access to the backend, check just the "Administrator" checkbox.
  4. Go to the Security tab and enter the temporary password for the user. Passwords must be atleast 8 characters long with uppercase, lowercase letters and numbers.
  5. Go to the Details tab and make sure the "Force password change on next login" checkbox is enabled to let the user change their password upon logging in.

 

Create a user group and define the areas where the users in the group would have access to.

 

  1. To create a user group, go to Contacts > Users > Groups. From the User Group Maintenance list, click ADD.
  2. Select the members of the user group.
  3. Set up the user access for the user group. You can set the user group access on a sub-system or page level. For example, you can let a user group have access to the entire Helpdesk options by giving them access to the Helpdesk subsystem or let a user group have access to only the Helpdesk Dashboard page.
  4. On the "Subsystem" table, you can select the subsystems permitted for the user group.
  5. On the "Pages" table, you can select the specific pages permitted for the user group.
  6. Then, choose the permission from the Permission Level dropdown.
    • All - users in the group would be able to view, create, edit or delete records on the maintenance pages.
    • Write - users in the group would be able to view, create or edit records on the maintenance pages
    • Read Only - users in the group would be only be able to view the records the maintenance pages
    • No Access - users in the group would not have access on the maintenance pages.

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