Use this tab to add or remove staff members from this role. Use the buttons at the bottom of the screen.
Email Manager administration: Allows access and full rights to the Email Manager application and associated menus via the Desktop edition
Priority Manager administration: Allows access and full rights to the Priority Manager application and associated menus via the Desktop edition
Web Interface Administration: Allows access and full rights to the Web Interface settings and associated menus via the Desktop edition
Active Directory Integration Administration: Allows access and full rights to the Active Directory administration application and associated menus via the Desktop edition
Triggered Events Administration: Allows access and full rights to the Triggered Event feature 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
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 Staff to update custom SQL text boxes, ro run SQL directly against the database: Checking this will allow staff to edit SQL statements throughout HelpMaster. Use this feature with extreme caution. By default, this should be turned off, and only granted to administrative users of HelpMaster that know and understand SQL.
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.
Allow Staff to change the "Actioned by" field of completed actions: Checking this will allow staff to change the "Actioned by" field for a completed action. This is useful to update incorrect action details.
Allow Staff to add global image exclusions from the attachments tab of Jobs and Actions: Allow staff to exclude images. See Excluding Images
Allow Workflow to be added when there is no current workflow on a job: Allows staff to add workflow to a job
Allow Workflow to be changed, edited and removed: Allows staff to use, edit and work with workflow on a job
Settings that control the use of "Undefined codes". See Undefined system codes
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.
Allow Staff to create Staff members: Checking this will allow staff members to create other staff members. Once this is checked, select the appropriate roles that staff members with this access will be able to assign to new staff members.
Description : A brief description of the security group