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Getting Started with User Security |
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Getting Started with User Security |
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Getting Started with User Security
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Getting Started with User Security |
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Getting Started with User Security |
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To implement security in CSP.
| • | First, set up your user groups. Take some time to organize groups of users by department or job function. |
| • | Second, add your users. Assign every user a Login and Password. |
| • | Third, define screen access levels. |
| • | Fourth, Assign Current Work Group (CWG) for filtering Proposals at the Sales Person or Sales Group Level. |
Setting-up User Groups
Select the [Browse Users] menu control. The Browse User window will open. You will see a list box, probably empty, so press the Insert button. You will see a form that asks for a User group name, and default access. Type in the name of the new user group and select "All Access" for the default access. Leave the Level set to Operator. The next User Group you enter will allow you to select a previously defined user group for a default access. User groups can inherit other user groups access privileges.