Setting-up Groups

User Groups make it simple to set up access to various portions of the system. Instead of setting individual access rights for every user on every screen (which you can do... if you want) set up User Groups for the different levels of security and assign security levels to those groups. Then you can simply assign users to a User Groups and all of their access rights will be set accordingly.

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.