Name : The name of the security group. Must be unique
Description : A brief description of the security group
Email Manager administration : Allows logon access and full rights to the Email Manager application and associated menus via the Desktop edition
Priority Manager administration : Allows logon access and full rights to the Priority Manager application and associated menus via the Desktop edition
Web Interface Administration : Allows logon access and full rights to the Web Interface administration application and associated menus via the Desktop edition
Active Directory Integration Administration : Allows logon access and full rights to the Active Directory administration application and associated menus via the Desktop edition
Use this section to grant, deny or limit access to various screens and functionality within HelpMaster. Click on the screen/feature name to display a short description about the security settings and how it applies. A general guide is given below.
Assets : Refers to the Asset administration screen
Clients : Refers to the client administration screen
Knowledge base : Refers to the Knowledge base screen
Broadcast message : Refers to the Broadcast message screen
Sites : Refers to the sites screen
Action templates : Refers to the Action template screen
Email templates : Refers to the Email templates screen
Job Templates : Refers to the Job templates screen
Message board : Refers to the Message board screen
Q Check : Refers to the Q check screen
View reports : Refers to the reports screen
Issues : Refers to the Issues screen
Site Hierarchy : Refers to the site hierarchy screen
System codes : Refers to the System Codes screen
Template Manager : Refers to the Template Manager screen
Attachments administration : Refers to the Attachments administration screen
Custom fields : Refers to the custom fields administration screen
Data Validation rules : Refers to the custom fields data validation screen
Import / Export : Refers to the Import / Export screen
Purge Jobs : Refers to the purge jobs wizard
Staff Manager : Refers to the Staff Manager screen
System administration : Refers to the system administration screen
Action email options : Refers to the email section of the action screen.
Change Actions Template : Refers to the ability to change an action template once one has already been set
Default templates : Refers to the user default templates screen
Template subscriptions : Refers to the Template subscriptions screen
Allow full access to all jobs and actions (Overrides all Job Workflow Roles) : Checking this box grants administrator like access to all jobs and actions. It also means that any workflow roles that are assigned to staff members that belong to this security groups become ineffective, that is, this setting will over-ride any and all workflow roles that are assigned to the staff member.
Allow Staff to create new Jobs : Checking this box allows staff members assigned to this security group to log jobs.
Viewing Reminders : Use the options in this group to control reminder visibility
Allow Staff to change client passwords : Refers to the ability to reset client passwords
Allow Staff to merge duplicate Client/Staff records: Refers to the ability to merge clients
Allow Staff to create Staff members : Refers to the ability for staff to create other staff
Allow Staff to change Windows logon passwords: If checked, staff will be able to reset the Windows password for an Active Directory synchronized client. This requires Windows domain permission.
Allow staff to change Web enabled checkbox on knowledge base articles : Refers to the ability to be able to toggle the "Is Web enabled" checkbox on the knowledge base screen.
Allow Staff to access the billing information on Actions: Refers to the ability to enter financial information on the Action screen.
Allow Staff to manually override billing information for Actions: Refers to the ability to change billing information
Allow Staff to access billing formation and invoice Jobs: Refers to the ability to create an invoice from billable actions
Allow Staff to update and invoice billing information for closed Jobs and Actions: Refers to the ability to update and edit existing invoices
Allow Staff to delete invoices: Refers to the ability to delete invoices.