Add/Edit Security Title/Template
System Administration > Security > Actions > Edit Title Security
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Add/Edit Security Title/Template System Administration > Security > Actions > Edit Title Security |
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Add Security Title/Template allows you to create a new template. We do not advise doing this since the new template is NOT updated on future releases of the software. However, with that caveat in mind, it is possible to do so.
Edit Security Title/Template allows you to edit an existing template. This is useful if you want to change the title associated with the template or want to activate/inactivate the title.
In order to understand Title Security, it is important to understand the difference between a template and a title:
A template defines the screen functions to which a title has access. For example, the Coordinator template allows access to different screen functions than the Receptionist template.
A title is simply the name you have given to the template. For example, you may use the term "Service Manager" instead of "Coordinator". StaffSuite allows you to change the title of the Coordinator template to "Service Manager". Thus, the title has changed to Service Manager, but you are still using the Coordinator template.
For a more thorough explanation of security, click here.
Add a Security Title/Template
You can access the New Title window by clicking the New button on the Title Security window.
In the Copy From field, use 
to select a base security for the new title/template. Basically, StaffSuite copies the security settings from the selected template into your new title/template. Once copied in, you can tweak it using the Title Security window.
In the Title and Template field, type the new title and template name. While you do not have to use the same name for the title and template, we suggest that you do so.
Click OK to close the New Title window.
The Title now appears in the Valid Titles grid. In order to complete the addition of the title/template, click OK on the Title Security window or click Cancel to close the window WITHOUT saving the new title/template.
Edit a Security Title/Template
You can access the Edit Title window by selecting a title from the Valid Titles grid on the Title Security window and clicking Edit.
In the Title field, change the name of the title to the name you use in your office.
Click OK.
The new title name appears in the Valid Titles grid on the Title Security window. Click OK to close the Title Security window and save your changes. Click Cancel to close the window WITHOUT saving your changes.
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