An access profile is the access levels granted for menus in all modules. It determines what a user can see and access. While the access profile is for all modules as a whole, the permissions may vary from one module to another. For example, one type of access profile could provide complete read/write access to all windows found in a particular module while disallowing (actually, not showing) access to the other modules.

The Access Level Settings window allows you to establish different access profiles by setting access permissions for each menu. The permissions range from 0 to 7 (most restrictive to least restrictive, respectively). An access profile is then assigned to a user in the User Names and Access window. See Create an Access Profile for more information.

In all, three windows maintain access level settings, each of which contributes to what data may be viewed and maintained by an access profile. The windows are:

Note: Only System Administrators should have read/write access to these windows.

  • Access Level Settings Window: This is where level settings for window access are set. This window access level is also used to determine user access to columns and right-click commands.
  • Action Rights Window: This is where access level settings for right-click commands are set.
  • Columns: This is where level settings for a user's ability to view data in specific columns and/or edit the data are set.

Within a window, users' access to right-click commands and columns is determined by the access required and the access assigned to their profile:

  • When the window access level setting is greater than or equal to the access level setting for the right-click command, then the user can activate the command in the window. Otherwise, the command is disabled for that user.
  • When the window access level setting is greater than or equal to the access level setting in the Right to See column, then the user can see the column in the window. Otherwise, the user cannot see the column.
  • When the window access level setting is greater than the access level setting in the Right to Edit column, then (assuming that the user has edit capability in the window in general) the user can edit the column. Otherwise, the user cannot edit the column.
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