Management Security

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The ability to add, edit, view and amend management reports, etc. is handled via Jim2 Security.

 

To enable other users to view specific areas, select the appropriate Security Group, select Edit and expand the Management (and sub-folder) checkbox.

 

management security

 

The image above shows all the security settings available for Management.

 

Choose what the user is able to do.

 

Checkbox settings:

 

Checkboxes

Explanation

checkboxtick

Will only return results for what is ticked.

checkboxempty

Will not return results for any unticked boxes.

checkboxpartsel

Will return results for all of the above.

 

Security options

Security

Reports

Business Analysis

Budgets

Cash Flow

View, edit, delete Commission Sessions

 

Please see User Group – Tags/Category Groups for more in-depth information on Management security.

 

Further information

Security