System Maintenance - Security Overview

Modified on Tue, 27 Sep, 2022 at 9:15 AM

The System Maintenance > Security section is used to set the security options for your organisation's Chintaro users, such as adding new users, changing passwords, deleting users, setting and assigning User Roles (what buttons users can click, what screens they can or cannot see, what menu items they can or cannot see, what reports they can run, etc.) and more.

Section	Purpose	Link(s)
User Maintenance	Change user role Set up/restrict mobile app access Delete user	How to delete a user from Chintaro
Change Password	Change password for any user	How to reset a user's password
Add User	Add a new user to Chintaro	How to add a new user to Chintaro
User Roles Toolbars	Assign Read Only access Provide access to/restrict access to screens in Toolbar Change names of User Roles	System Maintenance - Changing User Role Names/ Setting Read Only access
Control Panel	Enable/disable access to menu items (EG Tenancies / Properties) or individual screens within menus (EG Multi Bank Processing 2 Line)	System Maintenance - Restricting access to menu/screens
Forms	Enable/disable access to buttons on screens (EG Generate rent button on Tenancy screen, add Transaction button on Tenancy screen) Make fields mandatory to enter before leaving the screen	System Maintenance: Controlling access to fields or buttons on screens
Maintenance	Enable/disable access to Reference Tables	System Maintenance - Restricting access to certain Reference Tables
Report Groups	Enable/disable access to groups in Reports and Exports > Reports screen	System Maintenance - Restricting access to report groups or specific reports
Reports	Enable/disable access to individual reports in Reports and Exports > Reports screen	System Maintenance - Restricting access to report groups or specific reports