Full understanding, comprehension and documentation information is available in the application by clicking “Help For This Page” while viewing any of the following security modules. The information contained here regarding security is by no means complete or exhaustive. It is meant as a brief introduction to the subject. Please use the online help on any area you are working in to gain more understanding on the security model and how it works.
Advologix comes configured with a “full access” security model when it is installed and signed up for from our website, www.advologix.com. This means all users have access to see all data and to access a features of the program.
Sharing Settings, Profiles, & Roles
If you have a requirement to set up record security and access to objects for different groups of users, under Sharing Settings, you can change the default “Full Access” permissions Role and add Sharing Rules based on your requirements. To implement a security model you will also need to configure settings for Profiles and Roles.
Roles
In general, within a role hierarchy someone in a higher role can see records owned by users in a role below them. Those in roles below, need access to records owned by someone above them, can be accomplished with the Sharing Settings mentioned earlier.
At the very least, ensure that you have a profile called Full Access under the root of the hierarchy to add all your users to. More complex role assignments can be added later. Click on Roles as shown above and use the onscreen instructions to add a new “Full Access” role.
Profiles
Profiles control access to what you can “do”. For example, a user’s profile will determine whether or not they can access Invoices, Retainers, or any other object/tab at all, and if so, what are their permissions to view or edit these records.
At the very least, please copy the Profile named Standard Platform User. Click on its name in the Profile list, click the CLONE button, name in AdvologixPM and save. Then, edit this new profile and ensure that permissions match what is show here below.
Profile Tab Settings
Ensure that the Modify All permission is set for ALL Standard and Custom Object section items as is shown here.
