Security Categories

Security category, specific categories used to create customized security for different views, menu items and information displayed. Security categories can be applied to restrict or give access to Easy Tracker Lite, or Easy Tracker Pro. Once a category is created, it can be used in the Users view to give access to or restrict the use of the software for that user. Restricted menu items will be disabled for that user.

Important rules:

Security and Permissions for Easy Tracker Pro and Easy Tracker Lite can only be edited or modified by Administrators using Easy Tracker Pro. If you require access to specific menu items, views or time tracking operations that have been restricted, please contact your Easy Tracker Administrator to modify your permissions.

To assist you, Easy Tracker Pro includes 5 internal security categories which cannot be deleted or modified. These Security categories include Administrator, Manager, Category Leader, Timesheet entry tools.

If an administrator changes a security category while a user is using Easy Tracker Pro, then the new security changes will not take effect until the user restarts the application program.

How to use this view:

In the tool bar, you can clone, add or delete items. In the table part, you can select any item, and edit it by using actions in the popup menu.

Field Description Table

To clone security category:

1. Click Advanced -> Security Categories button on the left side shortcut bar, select the place you want to clone, then click the Clone button (Click the Clone button on the pop menu; click the Clone button on the top toolbar)
2. Modify if necessary, after modify, click the Save button.

To add security category:

1. Click Advanced -> Security Categories button on the left side shortcut bar, Click the Add button (Click the Add button on the pop menu; Click the Add button on the top toolbar)
2. Enter a unique security category's Name (up to 255 characters).
3. Select color of the security category.
4. Enter Effective Date.
5. Enter Description to describe the security category. This is useful to help you and others remember the details of this security category.
6. The Views List box displays all views available in Easy Tracker Pro, Easy Tracker Lite. Select each view and assign permissions by selecting the appropriate access types.

Hint: To unselect an access type, click the check box twice to ensure that access to this option is removed or changed.

Access types:

For example, if Limited Access is applied to a security category for the clients view; the person using that security category will only see the clients for which he/she is assigned as the leader. Also any items that have no assigned leader will be available to this person.

To modify or delete security category:

1. Click Projects -> Security Categories button on the left side shortcut bar.
2. Choose the Security Category from the list except 5 internal security categories which cannot be deleted or modified.
3. Modify if necessary, after modify, click the Save button.
4. Delete if necessary, click the Delete button.

Hints:

• The fields marked with * are required fields. When add a new entry, you need fill something in these fields.
• Table View integrates a lot of buttons for easy operation, click here to learn them.
• Clone can easy of entry item. Just select an item, use the action of Clone to clone, and create a new entry with the same settings.
• Switch to the appropriate tab to add Notes, Phones and Addresses if have.

What do you want to do?

• Learn more about Table View

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