Security Levels

In order to help in the set up and standardisation of user logons across a workgroup the application has a Security Level template feature that allows you to predefine a set of security privileges for a particular set of users and then use that template when creating future user logons.





The Security Levels template feature can be reached by clicking on the Security Level tab in the upper left-hand corner of the Logon Management page.

Click on one of the pre-configured security levels to open it. Click ‘Save As’ and give it a unique name. That security level is now visible to the entire workgroup from the Logon Management Page.

This makes creating a user logon fast and easy. If you want to go back and modify the privileges select the security level you want to change from the Security Levels page, make the changes and click submit. The application will ask you if you want to “Apply to all users with this template?”

The Security Levels template will allow for pre-defining all of the privileges below plus the Label Set and Companies field.

The following is the Security Level template page:



All of the available choices on the Security Levels page will be defined in the next section on Logon Management.


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