Adding and Editing Security Levels

To add a new Security Level go the the User Defined Information Module and click on Security Level tool under the With Support's Advice drop down menu in the ribbon.

Click the Add button to add a new Security Level.

Enter in a descriptive Name for the Security Level you are creating.

You can also populate an Image that will be displayed for the Security Level if you desire.

Now that we have given this new Security Level a Name/Description and possibly an Image, you now need to identify what Tools/Security groups within the software you want this Security Level to be able to use and in what capacity.

Click Choose and the Security Groups Screen will open.  On the left of the screen is the Security Groups Pick List and on the right of the screen is the Selected Security Groups that are currently attached to this level. To add groups to the Security Level, check off the desired items in the left side panel and click on the Add button to add them to the selected list.

The available Security Groups are organized by Topics which contain the various features. 

A special topic is the "Main Module" topic, which contains the permissions to open specific modules. You must choose items in this section to allow a user to open a particular module.

Once you determine which modules the user can access, you will need to specify security to access specific tools and areas within the modules. Many topics are specific to different modules in the program but note that many shared features are found under a "Common Tools" topic.

You can provide full access to a feature by checking off all of them items below it, or you can restrict access by not including certain items. For example, to provide read-only access to a feature, only check off the "View" security for that feature to add to the selected list.

Once you have added all of the appropriate security groups to this level, click OK to close the Security Groups picking window and save the new Security Level. It will now be available for use to attach to user accounts in the Agency Office Module.