Configure User Access to Modules

  1. From Manage User Access screen select a Security Group from the top grid.

  2. From the bottom part of the screen under Users tab select contact and adjust the access to modules as required.

  3. Use the Company filter for longer lists to find the contact.

  4. The different levels of access are:

Module

Levels

Standard Mail

Unregistered Mail

Transmittal

Tasks

None – not visible

Personal – user is in the TO, CC, BCC or FROM values on the distribution

Department – user of the same department is any of the TO, CC, BCC or FROM values on the distribution

Company – anyone from the user’s company is any of the TO, CC, BCC or FROM values

Folders

None – not visible

View – can view folders and items based on module access level

View and Allocate Items – can view folders and add / remove items subject to module access level

Create, View and Allocate Items – can create new folders and add / remove items subject to module access level

Document

Package

Published Report

None – not visible

View – can access and download but cannot create

Full – full access