Sort by Code

Click the up and Down arrows to move through the file one Security Group at a time.

Display a list of existing Security Groups.

Add a new Security Group.

Save any changes that have been made to the current window.

If this button is black, it indicates that changes have been made that require saving.

If this button is gray, it indicates that the record has no changes to be saved.

Print the Security List report for all Security Groups showing the active/inactive settings for each.

Delete the currently selected Security Group.

Description

For the Security Group.

Can Create Groups

(Replaces the former [ ] Add User checkbox. It is only accessible by Administrators and Superusers.)

This button is enabled when the currently selected Group can Add User / Provider.

It relates to practitioners creating or editing other practitioners by means of the Wizard - the options configured by this button apply when assigning a Security Group in the People-Security page of the Wizard:

Click [Can Create Groups] to open a Configure Security Group List window (as shown in the image above), where you can enable members of the currently chosen Group to create members of Groups when they use the Wizard.

For details see:

Can Create Groups button

Edit Security Group assignments up until midnight

Members

Displays the users belonging to the selected Security Group.

Security Tree

[ ] ---

[ ] ---

EXACT security options are grouped in a tree format that follows the Menu structure of the application.

Groups or users have access to the checked (ticked) items.

For example, to stop a Security Group from accessing options in a main category, un-check the high-level box (such as Transactions or Reports) for those options.

NOTE: By default, the View as HTM" format option for email is turned off for all users apart from those with "super user" security privileges. This is because in some cases (if your anti-virus software is not configured or not adequate to screen email messages) it can be a potential security vulnerability.

Copy Security button

This is a means to copy the security settings from another Security Group to the currently displayed Security Group.

(An alternative to manually checking the boxes)

Use the Copy Security button to copy the settings from a selected group to the new group:

...and then check or uncheck any security options that will differ.

All Off button

This button removes the check from all the security option boxes and turns off all security options.

All On button

This button adds a check in all the security option boxes and turns on all security options.