Adding a New Security Setting

To add a new security setting, please follow these steps:

1. Click on the ‘Staff/Security’ module. Double-click on a staff member that has the security ‘Role’ that will be modified.

2. Click on the ‘Security’ tab. Next, double-click on the ‘Role’ under the ‘Permissions’ tab to open it.

3. Click on ‘New’ and select ‘Security Permission’.

4. Click on the ‘Object Name’ drop down and select the security object you want to add. Once selected, click on the ‘Save and Close’ button to confirm your selection.

5. Make your permissions selections and then click on the ‘Save and Close’ button to confirm your choices.

6. Click on ‘Save and Close’ to finalize your changes and exit. Other Staff/Counselors who share this Security Role will now automatically have the ‘Permissions’ modifications apply to their security settings. If they are currently logged in to the software, they will need to log out and back in for the changes to apply.

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