ClientBase Overview Database Administrators

ClientBase Overview for Administrators
STEP EIGHT:
Advanced Security Level.
Profile|Activity|ResCard Rights: Select from a drop-down list of choices to determine this agent’s ability to Read, Write
and Delete Profile, Activity, and Res Card records captured in your database. Read Only allows the agent to view the
record only. Read/Write allows the agent to view and modify the record, but not delete the record. Read/Write/Delete
allows the agent to view, modify and permanently remove the record.
Menu Options: Allows the SYSDBA to further restrict permissions to selected menu items within the database. For
example, you may not want to grant a new user the ability to change the global default settings. In that case, you would
uncheck the box next to Global Defaults. Now the user cannot access the Global Default menu option. If you want to
give an agent access to all global default settings except Marketing Codes, then the Global Defaults box would remain
checked but the Marketing Codes box would be left unchecked. Every menu option available in ClientBase is listed here
for you to enable or disable for each agent.
Profile Tabs: Each profile type is made up of several folders, or tabs of information. To provide you with the utmost
flexibility, each tab for each type of profile can either be enabled or disabled for each User. Click on the down arrow and
remove the check from any tab of information you do not want this agent to view.
Other Restrictions: By placing a check in front of any of these items, a user is prevented from accessing that area of the
database.
12