User Specific Access Rules

When access limits are enabled, user specific access rules allow you to apply alternate access levels for a particular user and client.  For example, if a user’s position provides full access to all programs (i.e.:  full access to all clients), you can create a user specific access rule to override this, so the user has no access to a particular client.

To create a new user specific access rule:

1.  Open the employee’s user account (central menu → System → Users → Active Users) and use the Next button to go to the Access Rules section.

2.  Select the Create icon located in the upper right corner to create a new Access Rule record.

3.  Select the desired access level from the Access Rule section and select the client name from the client list provided.  Once selected the client name will appear in the To Client space.

4.  When you are finished, save and close the record.

If you wish to create another access rule for another client, repeat steps 2-4.  Create as many rules for the user as needed.

Tip:  if at some later time the access rule no longer applies, return to the record and uncheck the Currently Applies checkbox; this will bring the End Date field into view.