The Control Panel function is where your Chintaro System Administrator can specify which menus, sub-menus and screens that User Roles can access. This solution details:


To disable access to a group of screens from the Main Menu

To specify which Menus, Sub-Menus and screens User Roles can access, from the Home Screen, click System Maintenance, then click Security, and click the Control Panel tab:


The Text Column is the screen name, and the numbered columns correspond with the User Roles in the User Maintenance Tab. Level 1 is 1, Level 2 is 2, Level 3 is 3, and so on, up to Level 9 - System Administrator:



To disable an entire menu option from the Main Menu for User Roles, untick the box in the column that correlates with the User Role number from the following list. For instance, if you wish to remove access for Finance functions for all level 1, 2, 3, and 4 users, you would untick the following. This will mean the have no access to any finance screens:

NOTE: Do not disable the Home, Support, Training or Quit to Windows functions for any users.


When the user logs in to Chintaro, any menu item or screen that they have had their access restricted for will appear greyed out, and they will not be able to click on it:




You can then repeat this process for all menu items.


To disable access to a screen within a menu

If you would like to allow users to see some screens in a menu, but not all, you are able to disable certain screens by using the same method of finding the screen name in the Text column, and unticking the box in the column that correlates with the User Role number.


The number that is in the Form column, next tot he text of the menu heading, tells you which menu to scroll down to to find screesn within a menu:


For example, if we want to restrict access to all of the Finance screens for Levels 5 users except Tenancy Balancesleave the Finance group selected:


But untick all options from the Menu item 14 except Tenancy Balances:


Examples of User Roles in Chintaro

Chintaro can have up to 9 different levels of security that you can set for restricting access to screens. Smaller organisations may only want to set 2 or 3 different user roles, while larger organisations may want to utilise all 9 levels of security. 


You can modify these user roles as much as you'd like, and they are designed to be used as a guide only.


Setting User Roles means deciding which screens a user at a certain level will have access to. For example, you may not want your external IT team to see any Client and Property data, so you may want to set log in access only, where they are unable to view any screen or perform any function, whereas your Senior Managers should have access to the majority of screens, including Financial and Reporting screens.


LEVEL 1 ACCESS (INITIAL ACCESS READ ONLY LOG IN)

This level of access is purely for IT to log in and check an update has been applied correctly. No access to any screen/function in Chintaro.



LEVEL 2 ACCESS (RECEPTION/ADMINISTRATION)

This level of access allows a Reception/Administration team member to see menus related to:

  • Client
  • Waiting List
  • Tenancy (All except Generate Rent - bulk)
  • Property
  • Property Maintenance
  • Support
  • Training

It restricts access to:

  • Finance
  • Reports and Exports
  • Audit
  • System Maintenance
  • Complaints
  • Processes



LEVEL 3 ACCESS (TENANCY MANAGER)

This level of access allows a Tenancy Manager to see menus related to:

  • Clients
  • Waiting List
  • Properties
  • Property Maintenance
  • Tenancies (All screens except Generate Rent - bulk)
  • Support
  • Training

It restricts access to:

  • Finance
  • Reports and Exports
  • Audit
  • System Maintenance
  • Complaints
  • Processes



LEVEL 4 ACCESS (TENANCY TEAM LEADER)

This level of access allows a Tenancy Manager Team Leader to see all screens related to:

  • Clients
  • Waiting List
  • Properties
  • Property Maintenance
  • Tenancies (All screens except Generate Rent - bulk)
  • Support
  • Training
  • Reports and Exports (Client, Tenancy and Property only - no Finance)
  • Complaints

It restricts access to:

  • Finance (Can see Tenancy Balances screen in Finance but no other screens)
  • Audit
  • System Maintenance
  • Processes


LEVEL 5 ACCESS (PROPERTY MANAGER)

This level of access allows a Property Manager to see all screens related to:

  • Clients
  • Waiting List
  • Properties
  • Property Maintenance
  • Tenancies (All screens except Generate Rent - bulk)
  • Support
  • Training

It restricts access to:

  • Finance
  • Reports and Exports
  • Audit
  • System Maintenance
  • Complaints
  • Processes


LEVEL 6 ACCESS (PROPERTY TEAM LEADER)

This level of access allows a Property Manager Team Leader to see all screens related to:

  • Clients
  • Properties
  • Property Maintenance
  • Tenancies (All except Generate Rent - bulk)
  • Support
  • Training
  • Reports and Exports (Client, Tenancy and Property only - no Finance)
  • Complaints

It restricts access to:

  • Finance (Can see Tenancy Balances screen in Finance but no other screens)
  • Reports and Exports (Can see Property and Maintenance Reports)
  • Audit
  • System Maintenance
  • Processes



LEVEL 7 ACCESS (FINANCE/ACCOUNTS)

This level of access allows Finance to see all screens related to:

  • Client
  • Tenancy
  • Finance
  • Property
  • Property Maintenance
  • Support
  • Training
  • Reports and Exports

It restricts access to:

  • Audit
  • System Maintenance
  • Complaints
  • Processes



LEVEL 8 ACCESS (SENIOR MANAGEMENT)

This level of access allows a Senior Manager to see all screens related to:

  • Client
  • Tenancy
  • Property
  • Property Maintenance
  • Finance
  • Support
  • Training
  • Reports and Exports
  • Audit
  • Complaints
  • Processes

It restricts access to:

  • System Maintenance


LEVEL 9 ACCESS (SYSTEM ADMINISTRATOR)

This level of access allows a Senior Manager to see all screens related to:

  • Client
  • Tenancy
  • Property
  • Property Maintenance
  • Finance
  • Support
  • Training
  • Reports and Exports
  • Audit
  • System Maintenance
  • Complaints
  • Processes

No restriction on access in entire system.


For assistance with setting up access to menus/screens in Chintaro

If you would like assistance in setting up the Control Panel function in System Maintenance, please contact support@chintaro.com.au