User Security Level Definitions in REST Professional
All Users are given a security level in REST. This is setup through Files > Users selecting the user by clicking on Search-F7. The Security level settings for system and sales (if applicable) can be found on the User Profile tab.
Each security level may perform certain functions and all the functions below that level.
We would recommend that you select the security level for each user carefully. The highest security level should only be given to a Principal / Owner / Licensee / Manager as this allows access to company details and management reporting and allows access to all other user passwords and their security levels.
Security Level and Descriptions
|Look only/Diary||Enquire on owner, properties, tenants etc. and access the diary.|
|Look and Print / Diary||Enquire on owner, properties, tenants etc., print reports and access the diary.|
|Process receipts, enter tenant invoices and property repairs, run the banking and run tenant wizards. Modify action and conversation diary items.|
|Tenant Update & above||Add and modify tenants and all functions listed above|
|Receipt Cancellation & above||Cancel receipts and all functions listed above|
|Disbursements/Cancellations & above||Post disbursements and all cancellations and all functions listed above|
|All Files Maintenance & above||Add new owners, properties, tenants etc. Modify property information. Modify non-sensitive owner and tenant information and all functions listed above|
|Maintain sensitive data & above||Delete owner, properties, tenants and action & conversation diary items. Modify owner payment details, tenant paid to dates, tenant credits and all functions listed above|
|Journals/EOM Wizard/Files Update & above||Post journals access the end of month wizard and file update and all functions listed above|
|Statistics/Company Details /Passwords & above||Full Access. Run the statistics report, access company details and access password and all functions listed above|