User Groups will also be listed, and users already assigned to groups are not listed.

The list takes the form of a spreadsheet, with the names on the left, and the access rights on the right. By simply double-clicking on the displayed rights, access can be changed from Yes to No. Closing the screen is done by clicking on the Close button.

 

By now you should have all of your user groups, and all of your users assigned to their groups. Now you are ready to begin setting screen/window and control options for each user. While logged in as Supervisor, you must go into every screen and press CTRL-F8. This will bring up the Set User Access screen. You will see a list of your User Groups, and a list of protected controls that are initially all set to Yes for access. Double-clicking on a Yes or No will cause it to toggle. For each user group, turn off the controls you do not want that user group to have access to in the current screen.

 

USER TIP: If you give a user ALL ACCESS in the [Default Access] field then you must manually reset the controls that you wish to restrict in each module or CRMworx screen. Conversely, if you set the field to NO ACCESS you must manually reset the controls that you wish to enable for the user or group.