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Defining Security Levels for your General Setup

Your General Setup in SiteLink Web Edition contains a lot of sensitive settings for your software. Many companies want to define which users are able to access and make changes to specific parts of the General Setup. Your software allows you to grant users the ability to access only specific parts of the General Setup. To do so:

1. Access the Corporate Control Center and click Security Levels.
2. Click the General Setup tab.

3. Select the Security Level you would like to adjust permissions for in the dropdown menu in the bottom left of your screen.

4. Check the boxes next to the areas you’d like the software user to be able to access. 

You can further customize the ability to Add, Edit, or Delete the following Rights: 

  • Employees
  • Discount Plans
  • Forms
  • CRM Campaign Schedules 

For example, you may want the Site Manager Security Level to be able to add and edit employees but not delete them. 

5. Click OK to save your changes when you are done.

 

 

 

 

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