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SummaryBusinessMan has a comprehensive user security system. The granularity of which allows as many permutations of security groups to be created as needed by the system administrator to ensure you give the correct privileges to each user.
Video'sClick on any of the video images to begin playing in a new window. Staff and User Management Staff and User Management is where you manage access privileges and user rights for a system user. Before a system user logs into your BusinessMan system, it is wise to ensure they have the authorisation only to perform the tasks you want them to. See howto in this overview video.
Features
Screen shotsSecurity Groups Set-up security groups for a number of different types of system user.
User Management and Security OverviewNavigating back to the main menu, we will look at the user management.BusinessMan has extremely comprehensive security management with access to modules, records and fields very tightly controlled. Select the "User Management" button from the main menu. The first tab you will see is the staff detail tab and from here you will see a list of all members of staff with their appropriate job titles. To the right of the staff list a green t tick indicates that they are a system user. Selecting one of the names on the list will display their details to the right-hand side of the layout. Selecting the system user Management tab will make the user security settings available. Select a name from the list and the security details will be shown on the right. To add a security group, select the button labelled "Add Security Group". You will now have the choice of selecting a security module from a list. If you do not see the required security group in the list, cancel the action and go to the Security Group Management tab where you can create a security group that meets your requirements. By default, several security groups including administrators and general users have been created. Both of these groups have full rights to all operations in the system. As an example, if we select the general user security group by pressing the blue button to the left of the group name, this group is now displayed as the selected security group at the top of the second column. In this case, all modules have been added to the general user such as call reminders, client, finance, general sales etc. If we now select the client module by selecting the blue button to the left of the client module label in list, the client module is now displayed at the top of the third column. This list shows all the functions that are available within that module. The list to the right of this module shows all the functions that the general user is allowed to perform. By selecting the button to the right of the actions list under the client module the selected function is added to the general user. Conversely in column 4, selecting the button to the right of each action will remove it from the permitted actions list. Now you have configured a security group you may navigate back to the system user management, and allocate the security module to that user. More than one security module may be added to each user. In this system user management area below the security groups, a full list of the permitted actions is given. The final area to examine in the user management is the system user status. In here the user login details are displayed including their current location if they are online. | |||||||||||||||
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