Security

This section is where you manage the Security (User) settings for the System. You may create different Usernames and corresponding Passwords for different staff members within your business, and specify the areas of the System to which you wish each person to have access.

View/Edit Security Settings 

Follow these instructions to change such user settings as Password and access to areas of frontdesk (Permissions).

1. Click on the Manage tab.

2. Click on User Security in the left hand menu. The Summary displays a list of any Users that have been previously entered.

3. Click on (Edit) beside the relevant Username.

4. Make the necessary changes to the User Details and User Permissions.  

5. Click on the " Save" button.

Create a New User

1. Click on the Manage tab.

2. Click on User Security from the left hand menu, then New User.

3. Enter details into the User Information fields.

4. Note that passwords need to meet the following security criteria, and the New User will not be saved and display an alert if these conditions are not met:

• At least 7 characters long

• Contain at least 1 lower case letter and 1 upper case letter

• Contain at least 1 numeric character and 1 non-alpha numeric character (e.g £,$)

• New (i.e. not used previously)

5. Within the User Permission table, select the boxes that correspond with the areas of the System to which this user is to have access.

6. Click on the " Save" button.

7. Ensure that each new User is instructed to always login to the System using this Username and Password. It is also recommended that Passwords are not saved within the login screen.