This is your security section. You can create a group of permissions allowing anyone assigned to that group access to certain sections and functions of the system. For example, only a manager would be able to carry out a write off or refund.

Navigate to the Form Permissions tab in the maintenance module.

The top section of the screen would need to be filled out first. This is where you name your permission group E.g. Manager

Fill in the boxes from left to right.

1. Type the name of the security group in the first box.
2. Type any notes in the second box.

Click add.

Once a security group has been added to the top section of “Form Permissions” you can set the access levels and report access using the lower half of the screen.

1. First, highlight the group you want to edit by clicking once on the line. This will show an arrow on the left-hand side and indicates the group that you will be editing.
2. Next you can go through the “Form” and “Report” lists and select the appropriate access level for the group you are editing by selecting one of the options from the drop-down list.
   1. The options are full access, read only access, no access. Read only allows the user to view the information but not edit it. In reports read only access allows the user to view the report but not print it.