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User Access

The User Security Access page has three main divisions.  Each user by default has been given access to Level 1 access.  (Remember you create a user when you give a customer access to your company by checking the box 'Allow this contact to join your company.')

The top half of the page is for user management.  This is where you add a user to the Assign page.  (This is how you assign a ticket or work order to a user.)  You also can add the color code for this user.  (The color code only appears on the calendar representing the user assigned to a ticket or work order.)

The bottom half controls user access level and presets ticket filter.  The user access determines what pages a user may access.  The filter determines what tickets or work orders the user may view based on what pages you gave the user to access. 

The pages a user may access have been grouped into 5 categories:  Customer Access, Service Personnel Access, Sales Access, Dispatch Access, and Manager Access.  (Manager Access and Administrator are the same except the Administrator is the only user that can close a company.  The Administrator can assign the position of administrator to another user.)

To preset the Security Ticket Filter you can search your contact list and add as many names as needed.  (The search feature is located on the User Security Access page under the Security Ticket Filter.)   Note:  If you remove all names the filter is not set; therefore, you allow this user access to all tickets or work orders.

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