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.

Go to Maintenance, Users, Form Permissions. This will load the following window.

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.

When you have filled the two boxes in, click the '+' button to add the security group.

Once a security group has been added to the top section, you can now set the access levels and report access using the bottom half of the screen.

First, highlight the group you want to edit by clicking once on the line. The full line will then be highlighted to indicate the group that you will be editing.

You can then go through the 'Form', 'Report', 'Dashboard' and 'Maintenance' lists and select the appropriate access level for the group you are editing by selecting one of the options from the drop-down list.

The options are 'Full Access', 'Read Only Access' or '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.