Security Settings

This topic provides a list of software features that can be controlled with security settings, either for a security group or an individual user. See Setting up Security for instructions on how to set up security in your software.

Security Settings by Feature #

Each of the following features will have a
number of restrictions to choose from. In addition to many individual
features, you’ll see that some related features are grouped together in the
list.

Feature	Description	Security Options
Appointment – Notes	Control access to appointment notes	Add Only Full Access
Appointments	Control access to appointments.	No Access View Only Add Only Add/Modify Add/Modify/Delete
Audit Logs	Control access to the PCI and invoice discount logs.	No Access View Only Full Access
Bulk Image Import	Control access to the bulk image importer.	No Access Full Access
Client Notes	Restrict access to modifying client notes.	Add Only Full Access
Client Status Modification	Control access to client status on the client form.	No Access Full Access
Clients	Control access to clients. This includes the merging of two clients together. Because the merge process involves deleting a client record, users must have the ability to Add/Modify/Delete a client. See Merging Clients for more info!	No Access View Only Add Only Add/Modify Add/Modify/Delete
Communication – Notes	Control access to communication notes.	Add Only Full Access
Communication Wizard	Control access to the Communication Wizard.	No Access Full Access
Control Center	Control access to the Control Center.	No Access Full Access
Dashboard – Personal	Control access to the personal Dashboard.	No Access Full Access
Dashboard – Report Locking	Control access to locking and unlocking Dashboard reports.	No Access Full Access
Dashboard – Reports	Control access to the Dashboard reports.	No Access View Only Full Access
Dashboard – (Specific Reports)	Control access to the specific Dashboard reports, including labor costs, receipts, sales, and sales averages.	No Access Full Access
Dashboard – Location	Control access to the studio Dashboard.	No Access View Only Full Access
Delete Images	Control who has permission to delete image files. Note: This only controls the ability for a client to delete images through the software. A user could still browse out to the image location on the local computer.	No Access Full Access
Delete Images in Stratus Drive	Control who has permission to delete image files from Stratus Drive.	No Access Full Access
Digital Template Builder	Controls Access to the Digital Template Builder.	No Access Full Access
Email Blocking List Management	Control who can remove email addresses from block lists.	No Access Full Access
End-of-Day Posting Procedure	Control who can perform end-of-day postings.	No Access Full Access
Estimates	Control access to estimate invoices.	No Access View Only Add Only Add/Modify Add/Modify/Delete
Export to Excel from Dashboard Reports	Control who can export from a Dashboard report.	No Access Full Access
Export to Excel from Hubs	Control who can export from a hub.	No Access Full Access
Filter Builder	Control access to the Filter Builder.	No Access Full Access
Force Log Off Other Users	(Stratus only) Control the ability to force log off other users.	No Access Full Access
Form Letter Builder	Control access to the Form Letter Builder.	No Access Full Access
Gift Card Activations	Control who has permission to activate new TSYS gift cards. Limited access mean they are limited to just the amount being sold on the invoice.	No Access Paid In Full Invoice Only Limited Access Full Access
Gift Certificate Not Found Override	Control who can accept a gift certificate with an unrecognized number.	No Access Full Access
Group Capture	Control access the the Group Capture tool.	No Access Full Access
Group Capture – Options	Control the access to Group Capture Options.	No Access Full Access
Group Delete	Control access to group deletes, both through the utility and from the hubs.	No Access Full Access
Home Page – (Specific Numbers)	Control who can see a variety of sensitive information on the home page, including receivables, receipts, bookings, sales, and sessions.	Not Viewable Viewable
Home Page – Today’s Snapshot	Control who can see the daily snapshot panel on the home page.	Not Viewable Viewable
HTML Email Builder	Control who can open and use the HTML Email Builder.	No Access Full Access
Hubs – (Specific Hubs)	Control access to specific hubs, including Appointments, Calendar, Calls, Clients, Dashboard, Invoices, Messages, Production, Sessions, Tasks, and Workflow.	No Access Full Access
Import Image Settings	Control who can access the settings used to import images.	No Access Full Access
Invoice Notes	Control who can modify invoices notes.	Add Only Full Access
Invoices	Control access to invoices.	No Access View Only Add Only Add/Modify Add/Modify/Delete
Invoices – Client-Based Invoices	Control who can create a client-based invoice.	No Access Prompt Full Access
Invoices – Credit Memo	Control access to credit memos.	No Access View Only Add Only Add/Modify Add/Modify/Delete
Invoices – Date Override	Control who can modify the date on an invoice.	No Access Full Access
Invoices – Discount Override	Control who has the ability to override a discount on an invoice.	No Access Full Access
Invoices – Invoice Number Override	Control who can modify the invoice number of an invoice.	No Access Full Access
Invoices – Invoice Package Unit Value Override	Control who can override the packet unit value.	No Access Full Access
Invoices – Item Addition	Control whether or not a user can enter new items on-the-fly on an invoice, or if they must choose items from a price list only.	Require Items from Price List Allow New Items
Invoices – Price Override	Control who has the ability to override a price on an invoice.	No Access Full Access
Invoices – Sales Rep	Restrict access to making changes to the sales rep field on an invoice.	No Access Add Only Full Access
Invoices – Sales Tax Override	Controls the access to modifying invoice sales tax	No Access Full Access
Invoices – Write Off Invoice	Controls the access to Invoice Write Off	No Access Full Access
Lists – (Specific Lists)	Restrict access to individual maintenance lists in the software (i.e., Resources, Session Types, Payment Methods, Organizations, etc.)	No Access View Only (some) Full Access
Lists-Users	Control who can create and modify users (Maintenance > General > Users). “Limited Access” gives full access to the user settings, with the exception of compensation information. Also, if a user with “Limited Access” or “Full Access does NOT have User Security permission (see below), they will not be allowed to make any security-related changes (i.e., set a security group, change a password, etc.).	No Access Limited Access Full Access
Loyalty Reward Program	Control who can create and deactivate loyalty rewards.	No Access Deactivate Rewards Manually Create and Deactivate Rewards Create Batch Rewards
Notification Center	Control access to the notification center.	Read Only Add New Internal Notifications Full Control
Payment – Notes	Control access to payment notes.	Add Only Full Access
Payment Plan Processing	Control who can process payment plans.	No Access Full Access
Payments	Control who can create and modify payments. Note: You must set the security for refunds separately (see Payments – Refunds* below).*	No Access View Only Add Only Add/Modify Add/Modify/Delete
Payments – Date Override	Control who can modify the payment date.	No Access Full Access
Payments – Refunds	Control who can access refunds. Note: You must set the security for payments separately (see Payments* above).*	No Access View Only Add Only Add/Modify Add/Modify/Delete
Payments – Unlock Auth Code/Date/Amount	Control who can enter credit card information manually.	No Access Full Access
Payments – View Credit Card	Control who can view masked credit card numbers.	No Access Full Access
Period Closing Date	Restrict access to period closing dates.	No Access Full Access
Posted Invoices and Payments	Limit who can modify or delete posted invoices and payments.	No Access Modify Modify/Delete
Preferences – Company	Restrict access to company-wide preferences. This setting applies to both Company Preferences and InspiredByYou.com Preferences.	No Access Full Access
Preferences – Online Booking	Restrict access to Online Booking Preferences.	No Access Full Access
Preferences – Printing	Control who can access Printing Preferences.	No Access Full Access
Preferences – Users	Restrict access to User Preferences.	No Access Full Access
Preferences – Workstation	Restrict access to Workstation Preferences.	No Access Full Access
Price List Maintenance	Control access to the price list.	No Access View Only Full Access
Production Orders	Control who can create and modify production orders.	No Access View Only Add Only Add/Modify Add/Modify/Delete
Reports – (Specific Reports)	Restrict access to individual reports (i.e., analysis reports, client lists, tax reports, etc.).	No Access Full Access
Reports – Commission Report	Restrict access to printing commission reports.	No Access Personal Report All Users
Reports – Time Sheets	Restrict access to printing time sheet reports.	No Access Limited to Current Employee Full Access
Scheduling Conflict Resolver	Control who can access the Resolve Scheduling Conflicts tool.	No Access Full Access
Scheduling Permissions	Control who can schedule during non-open hours.	Schedule During Open Hours Schedule Anytime w/Warnings Schedule Anytime
Scheduling Time Slots	Control who can create and modify time slots.	No Access Modify Overridable Create New Full Access
Scheduling Time Slots – Bulk Create	Control access to the scheduling time slot bulk create form.	No Access Current User Only Full Access
Session Notes	Restrict ability to modify session notes.	Add Only Full Access
Session NPS Information	Controls the access to Session NPS data.	No Access Full Access
Sessions	Control who can create and modify sessions.	No Access View Only Add Only Add/Modify Add/Modify/Delete
Sessions – Booked By and Date Booked	Restrict ability to modify the session “Booked By” and “Date Booked” fields.	No Access Add Only Full Access
Sessions – Session Number Override	Control who can modify the session number.	No Access Full Access
Status Change	Restrict ability to changes statuses, users, and dates.	No Access Cannot Change User or Date Cannot Change User Full Access
Tasks – All	Control who can create and modify tasks.	No Access View Only Add Only Add/Modify Add/Modify/Delete
Tasks – Not Created By and Not Assigned to You	Control who can access tasks not created by or assigned to the user.	No Access View Only Modify Modify/Delete
Time Clock	Restrict access to time clock entries. Note: This does not apply to the Stratus Mobile app which is restricted to Add-Only* security.*	No Access Add Only (Logged In User) Add Only (Any User) Add/Modify Add/Modify/Delete
Trigger Processing	Control who can process triggers.	No Access Full Access
User Security	Control ability to add new users and set user permission levels.	No Access Full Access
Utilities	Restrict access to the Utilities menu.	No Access Full Access
Wizard Builder	Restrict access to the Wizard Builder.	No Access Full Access
Yearbook CD Production	Control who can use the Make Yearbook CD tool.	No Access Full Access

Security Settings #

Security options are used to set the access
level for many features in the software. Note: Although
a few features are set to No Access
by default, most are set to Full
Access.

The available security settings will vary for each feature. Options may include:

No
Access – User(s) will
not be able to edit the option in any way.
Full
Access – User(s) will have
no restrictions on the use of the option.
Add Only – User(s) will not be allowed to delete or modify items from your data, only add them.
Add/Modify
– User(s) will not be allowed to delete items from your data, only
add and modify them.
Add/Modify/Delete
– User(s) will be allowed to delete items, as well as add and modify
them.

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