Managing Security Levels

. Adding a Security Level

• Security levels define what actions, items, and screens employees can access.
• Steps:
  1. Access the administration menu and navigate to Security Levels.
  2. Expand the site tree to locate the desired site.
  3. Right-click the site, select New, and name the security level.
  4. Optionally, add a description.
  5. Enable key options:
     • Override Terminal: Allows unrestricted access for this level.
     • Visible in Enterprise Live: Makes the level accessible in Enterprise Live.
  6. Configure access to specific actions, items, and screens.
  7. Save your settings.

2. Copying a Security Level

• Simplifies replicating security settings across multiple sites.
• Steps:
  1. In the Security Levels section, right-click the desired site or level.
  2. Select Copy to Sites and choose target sites.
  3. Confirm by clicking OK.

3. Deleting a Security Level

• Removes unused levels with no assigned employees.
• Steps:
  1. Locate the level in Security Levels.
  2. Ensure no employees are assigned.
  3. Right-click the level and select Delete.
  4. Confirm the deletion and save changes.

4. Assigning Employees to Security Levels

• Employees can only have one security level per site.
• Steps:
  1. Navigate to Employee Security.
  2. Expand the site tree and find the employee.
  3. Right-click the employee and choose Cut or Copy.
  4. Assign the employee to a security level via Paste.
  5. Save your changes.