eChat Security Options

Follow these steps to apply security against the use of eChat.

1. Click the navigation menu > Location Setup > Security page

2. Record > Security Status  

3. eChat: Authorised to Use: click check box to place a box or click again to mark a tick

   1. A box in the check box indicates that all users can access eChat with their User name and password
   2. A tick in the check box indicates that some users can be denied access to eChat based on their User name and password

4. eChat: Send Messages mark tick or click again to leave blank

   1. A tick in the check box indicates that a User name and password is required before sending an eChat message. To send an eChat message, a user would need access to eChat prior

   2. A blank check box indicates that a User name and password is not required before sending an eChat message

5. Select the employees who can / cannot perform actions per above steps

   1. Go to the Users sub-tab
   2. Highlight the employee name
   3. A tick against a setting in Modes/Actions means the user can perform the action

To setup based on the user groups, (e.g. User, Administrator etc), go to the Groups sub-tab and follow the same steps. This is faster than individually setting up.