How to create the global default security role

The system includes a default security role. All operators have the global default role assigned to them in the system without having to specify as such. When settings in other roles are undefined, the system checks to see what the global default role is allowed. The global default role is best set up to include the absolute minimum security you would grant to any user in the system. Then subsequent roles can be defined and added to an operator to grant more and more functional security to a given employee.

To set up the global default:

Note: that all security settings are listed, and have a red X. This means that by default, access to any feature is denied.

• To grant access for any setting, highlight the setting, and hit the Space Bar on your keyboard. This changes the red X to a green ball.

• Once a security setting has been granted, every operator using the system can perform that function.

Note: If an operator has multiple roles and attempts to access a feature of the software, the security routine searches through each of the roles assigned to the operator for a role that grants access to that feature. If any role assigned to that operator grants access, the operator gets in. If access is not defined in any role assigned to an operator, the software checks the default role to see if access is granted or denied.