The Security forms edit page allows users to edit a Role or User permissions to access Forms. A Form can be a menu option or a report (accessible through the Report Selector). Roles and Users can have one of three levels of permissions:

• None - No access to the menu option or report.
• Browse - The User has read only permissions to the menu option, meaning they can view records and maintenance pages but cannot create new records, expire records or make any changes to records. The User can run the reports.
• Full - The User has full permissions to the menu option, meaning they can view records, create new records, expire records or update existing records.

Note: User permissions might be restricted by Form permissions or the record being locked.

The Security Forms edit grid shows the CE Group which can be used to filter to the type of Form (All, Entry, Report, Security, System), the Form Name and the Access Level (None, Browse, Full).

To modify the access level of a form, right-click the row to open the context menu. Select None, Browse or Full.

Note: The User can also select multiple rows to apply the access Level change to. All selected rows are affected when modifying the access level. To learn more about selecting records click here.

To Select all rows click the check box in the grid's header row. Selecting all rows selects only the rows currently visible in the grid. So, if the grid had its rows filtered, only the filtered rows are selected.

Sometimes it is easier to copy another User's set of Form permissions then to set them all individually. To copy another User's Form permissions, select the User from the drop down list, then, click the Apply button.

The Tab strip will change depending on whether a User or a Role is being maintained. Audit will navigate to the Audit page and displays Audit information for the selected record.

The tab strip at the top of the page allows the user to go back to the Security Role grid Selection, to the General page or Members page.

The tab strip at the top of the page allows the user to go back to the Security User grid Selection, to the General page, to the Banks page, or Roles page.