Set Security Permissions - who can / cannot access or complete an action

The below instructions are on how to set who can / cannot access a module/tab/action in D4Web / CMSWeb. See Set Security on Modules/Tabs/Actions to add security against a module/tab/action. 

If unfamiliar with the options within the Security tab, please see Understanding the Security Tab first. 

Set Group Permissions

Default Groups exist within D4Web, however more can be added

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

2. Go to Groups sub-tab

   1. Groups: Select the relevant Group

   2. Modes/Actions: Place / Remove tick against relevant areas

   3. Modes Functions: Place / Remove tick against relevant functions

   4. Modes Reports: Place / Remove tick against relevant reports (for reports only)

Set User Permissions

All users - past and present - will be listed in the Users sub-tab.

Only those with a key icon have permission to use the system.

If the user is linked to a Group, those permissions carry over to this section. Further restrictions can then be applied here. 

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

2. Go to Users sub-tab

   1. Users: Select the relevant User

   2. Modes/Actions: Place / Remove tick against relevant areas

   3. Modes Functions: Place / Remove tick against relevant functions

   4. Modes Reports: Place / Remove tick against relevant reports (for reports only)