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 D4W/PSS/CMS. 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 D4W/PSS, however more can be added. 

1. Go to Location Setup > Security tab

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. Go to Location Setup > Security tab

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)