Set up security roles

With security roles, you can define what privileges groups of operators have for different types of records. The first step in setting up CadTracker security is to set up the role names.

Roles often closely resemble the departments in your organisation, but you can have more fine-grained roles if you wish, e.g. Accounts (trainee).

Apply security authorisation rules to records

Projects, document collections and email boxes can be secured with authorisation rules for different roles. Select the roles that are allowed to access the resource, and select which privileges each role has. If the current operator does not have the required role to access a resource, it will not appear in CadTracker.