Path: Admin > User Management > Records
Access to menus, records, and functions for individual users, groups, technicians, contractors, and requestors is established from the User Management windows. The WebTMA System Administrator expands or restricts user access to areas within the application or gives some users extensive permissions. In addition, you can establish the default opening mode or Tab such as open in Add mode or launch the Browse Tab that apply when the user launches certain windows.
WebTMA restricts access for technicians, contractors, and requestors; however, records for the Admin role do not have pre-defined restrictions. Create Admin and User records from User Management > Records. Create other records from the Technician, Vendors, or Requestors windows and then set Preferences, Privileges, and Access from the individual User Management record. Controlled access for all your users is essential to maintain good data and prevent errors.
To save time, establish job categories using User Management > Groups and then assign any of the categories (admin, user, technician, vendor, or requestor) to a Group.