Using security groups EXACT can configure Security configuration within EXACT help configure groups of users to only be able access areas & settings that are relevant to their roles and restrict them from using certain options in EXACT eg deleting information.
EXACT EXACT will have been configured with security groups when you first start using had EXACT set up but sometimes roles can change and new roles can be created which require different access to other staff members.
Please Note: EXACT Users ticked as “Administrator” in Configure, User settings have full access to EXACT and are not restricted by any security settings even if included in a security group.
To create a new Security Group go to Configure->Security
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In the security window click on +1 to create a new security group
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Enter the code and description of the new security group.
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There are hundreds of security options so we recommend you start by copying an existing security group and change the security as required from there. If you click Copy Security, select and security group and click ok.
Alternatively, you can choose All On to tick everything and take things off one by one or start from nothing and tick only what they need.
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EXACT security options are grouped in a tree (Parent/Child) format, with each item listed on the furthest left being a main category. The items subcategories are shown when the tree is expanded (by clicking on the + next to it) are subcategories. Expansion of a subcategory displays specific options within the selected subcategory. The tree structure closely follows the Menu structure of the application EXACT.
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Access to EXACT menu items, features and processes is set up via a security tree. If they have access to an item, that item will have a tick in the check box next to it.
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