User access to the modules and reports, and the assignment of rates can be controlled using the Security panel to grant access to the relevant User Groups. All users assigned to the user groups will be able to access the modules and reports, and assign rates.
This access is applied to the individual navigation menu items and standard report items, and at the rate category level.
Note: A child menu item will only list the user groups that the parent menu item has been granted accesses to.
The table below lists the Security fields for the Navigation Menus, the Standard Reports menu and the Rates Category page.
| Fields | Description |
|---|---|
|
User Groups |
A list of the User Groups available to grant access. |
|
Access Granted |
A list of the User Groups granted access. |
Note: This does not affect module, report and rates visibility for admin users, as they do not need to be granted access.
The following table provides information on the Movement buttons that appear on the Security pane.
| Buttons | Description |
|---|---|
|
|
Will move all of the listed user groups from User Groups to Access Granted. |
|
|
Will move the selected user group from User Groups to Access Granted. |
|
|
Will move the selected user group from Access Granted to User Groups. |
|
|
Will move all of the listed user groups from Access Granted to User Groups. |
