Client Management Master Account Management User Group Security

User Group Security Options (continued)

Site Transfer (AR) – Allow Users to be able to copy a site, system and documents from one Customer or Subaccount to another Customer or Subaccount.

System Custom Fields (AR) – Allow Users access to the Custom Fields tab on an existing System.  The User is also able to enter information into any field setup for data entry on the System Custom Fields form.

System Documents (AR) – Allow Users to view documents attached to a System.  Users will only be able to view documents with a Security Level less than or equal to the User Group security level assigned to the User’s User Group.

Central Station Tracking Data (AR) – Allow Users access to information stored within any of tabs of the Central Station Tracking tab of a System record.  If this permission is granted, the User will be able to add, change or delete any information contained within the Central Station Tracking forms.

 

 

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