IsoStock is configured with default security levels appropriate for your industry/usage.
The security screen allows you to Add Security Levels, as well as Copy, Edit, Promote, Demote and Delete.
- From the main menu, select Setup, then select Security
To Add a new level
- Select Add a new level
- Enter a Name for the security level
- Highlight the Area of the system from the left-hand menu; general, requests etc.
- Tick the options required from the right-hand menu; create a new request, edit a new request etc.
- Repeat for each Area of the system
- On each area you have the option to Select all and compare with another security level
To Copy a new level
- Highlight the level to copy
- Select Copy a level
- Enter a Name for the security level
- Highlight the Area of the system from the left-hand menu, review and edit as required
- Tick/untick the options required from the right-hand menu, review and edit as required.
- Repeat for each area of the system
- On each area, you have the option to Select all and compare with another security level
To Edit a level
- Highlight the level to edit
- Select Edit this level
- Edit Name if required
- Highlight the Area of the system from the left-hand menu, review and edit as required
- Tick/untick the options required from the right-hand menu, review and edit as required.
- Repeat for each area of the system
- On each area, you have the option to Select all and compare with another security level
Promote or Demote a level
- Highlight the security level
- Select Promote or Demote to move the level up/down
Delete a level
- Highlight the level
- Select Delete this level
- Click OK
Print an individual level or all levels
A user can print details or what each level has access to using the Print option by highlighting a level or using the Print all option.
Exportable to PDF/Excel/CSV/Clipboard to Excel/Word/email