To access the Security page from the main menu, users may select the Tools module then Security. The Security page is grouped by Person data and lists all ACTS users in the system. The Security page is used to:
- Access Person record information,
- Assign Security Roles,
- Add Security Functions to Security Roles,
- Email welcome documents to new users,
- Reassign Tasks,
- Reset passwords, and
- Reinstate inactive users.
The Security page is separated into two panels: the left panel lists categories of People and Security Roles, and the right panel displays detailed reports. The information on the detailed reports will vary based on which category was chosen from the left panel.
Users may view the explanation of Security Roles by using the following steps:
- Click the node beside People.
Find the appropriate category (e.g., Contractor, Staff, Employee, etc.), and click the corresponding node.
Click the node beside a person’s name.
4. A sub-category titled Roles will appear with a blue person icon beside it. Click the blue person
icon. The “Roles” dialog box will open. Click Menu then Add a New Role.
5. The Security Role explanation list will open.
Security Functions are grouped by Security Roles. Whereas clients may choose additional Security Roles, there are three default Security Roles:
- ACTS Administrator,
- Basic User, and
- View Only.
To access the Security Functions, click the node beside the desired Security Role.
To assign someone to a Security Role, click the node beside People.
Assigned people may access the sections of ACTS that are defined by the Security Functions contained within a given Security Role. If a person is assigned to multiple Security Roles, he/she can access all features within those roles.
Any administrator can update or create new Security Roles. Administrators may also adjust the functionality of those roles by adding or removing the Security Functions. Most clients start with the default Security Roles and eventually split them up by departments or functional areas.