System Roles

Security in the program is determined by system roles and record level access. System roles determine the features, tasks, queries, and more to which your users have access while record level security determines the specific records they can access. When you create system roles that match the roles in your organization, you can customize the program so your users see only the features they need to complete the tasks associated with their role. You can also specify that users in specific roles have access to only specific subsets of your records.

The program supports integrated Windows security; this ensures that usernames and passwords do not have to be managed in the application and enabling a single-sign-on experience for your users. Additionally, you can synchronize the list of users in a system role with an Active Directory group (or groups) defined through Windows security.