Controlling Agent Access. Sage Evolution Standard

Chapter 2 – System Manager Agents and Agent Groups

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Controlling Agent Access

You control agent access to the various functions in the system in two ways:

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You can set access permissions to deny agents access to functions

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You can customise the system tree to prevent functions displaying for the agent

You control this at the agent and/or agent group level, in the Access Permissions and System Tree tabs of these functions:

The Access Permissions tab and the System Tree tab show on both the agent and agent group screens.

The Access Permissions tab allows you decide what processing actions agents can take within a specified function. The Maintenance sections let you grant creation, edit, and deletion rights.

The System Tree tab lets you customise the system's menus and system tree. By making an option invisible to an agent, you simplify their views of the system, and reduce their ability to access information they do not need to see.

Alternative row colours are now visible to distinguish the check boxes easier.