Security Video Links

Configure Users: This video will demonstrate how to add users in Configure Users and how to fill out the different fields. You will also be shown the different between a digital signature and an electronic signature that has been uploaded.

Configure Roles: This video will demonstrate how to add a role and the first step in setting up securities in the configure roles section which grants permission for each user.

Desktop Security - Global Permissions: This video will demonstrate how to configure security rules for the Global Permission section, explain the functions, and how to access the DMS.

Desktop Security - Dashboard: This video will demonstrate how to configure security settings for the Dashboard. The Dashboard is the home screen for each user and provides short-cuts, reporting tools, and an internal communication board.

Desktop Security - Notes: This video will demonstrate how to configure access to Notes, explain the function, how to use the Note Super-user Mode, and setting Validations.

Desktop Security - Clients: This video will demonstrate how to setup securities for accessing the client record, explain the functions, and shows/explains the different tabs in the client record.

Desktop Security - Timesheets: This video will demonstrate how to configure access to Timesheets, explain the function, and how to use the Timesheet Super-user Mode function.

Desktop Security - Employees: This video will demonstrate how to setup securities to protect employee data, explain the functions, and shows/explains the different tabs in the employee record.

Security Desktop - Scheduling: This video will demonstrate the security settings in order to control how calendars are created, edited and viewed. This controls how the users can access and view the schedules. You will also be shown how to use Scheduling in OnTarget.