Access Levels Tab

The Access Level Tab in the Site Setting Module displays access levels and module levels, allows the creation of new access levels, and assigns remote access profiles.

The first clickable link below the Access Levels header, KAStrack, serves a different purpose than the clickable module names. Clicking “KAStrack” shows each of the four default access levels (and any customized access levels that have been created) and their associated module levels. The clickable module names to the right of the KAStrack tab open the module level table for the module selected.

Specific user permissions for each module are assigned to Module Levels and each Access Level is comprised of assigned module levels.

Each module has default module levels with default permissions assigned to them. Default module levels cannot be altered, but new module levels with customizable permissions can be created.

Within KAStrack, there are four default access levels that identify system user privileges: Admin, Supervisor, Employee, and Observer. Each Access Level is comprised of multiple module levels. The table below shows the four default access levels and the module levels assigned to each access level. New access levels can be created in the Site Settings Module.  WIKI LINK HOW TO: CREATE ACCESS LEVELS

INSERT MODULE ACCESS LEVEL / ACCESS LEVEL TABLE

 All users must be assigned an access level in order to access the modules in the system and can be assigned to multiple access levels simultaneously.

For a user with an Admin Access Level to be tracked within the People Module, they must also be assigned an Employee Access Level.

Selecting the three dot (…) icon next to the Access Level name opens a context menu with the option to View Access Level.  Selecting View Access Level opens an access level page that shows the module level information for that specific access level (and no longer shows details for all access levels). The context menu for Customized Access Levels includes options to Edit Access Level and Edit Module Access. WIKI LINK HOW TO: EDIT A CUSTOMIZED ACCESS LEVEL

Clicking a module name along the top of the Access Levels page will open the Module Level Table, allowing you view the different module levels for that module within the Site Settings Module.

 

For most modules, selecting “View” within the module level table will bring the user to the Settings Page for the module selected, where specific permissions for the module level can then be viewed. To create a new customized module level, see the How To: Create a New Module Level in the User Manual for the module of interest. Selecting the “Create Module Level” button will direct you to the Settings Page of that module. After creating a new module level, it will show on this page. The Edit button will also direct you to the Settings Page of that module to make any alterations there.

For the modules Accounts, Finance, and Meetings, the View and Edit buttons direct you to sub-pages within Site Settings where you can make any necessary changes.