System Privileges

System Privileges allow system administrators to grant or deny access to specific features on a site and user level.

  • Site-Level Privileges apply to users in the site, including supervisors and administrators. Default settings for new users are also set in Site-Level Privileges.

  • User-Level Privileges are applied on an individual user basis. Combined with the site-level privileges, user-level privileges will determine the user's effective privileges.

System Privilege Descriptions

Privilege

Description

Login From Anywhere

Users can log in to the system from any IP address. Selecting 'No' will restrict users to log on only from IP addresses defined in the User IP Restrictions or Site IP Restrictions list.

Important: If the list of valid IP addresses is empty, users will not be able to login at all.

Send Alerts

Users can send alerts to convey important and time-sensitive data to other users. The Send Alerts feature is available in the context (right-click) menu of the Work Items grids.

View Alert Severity

Users can view the Alert Severity values attached to alerts within the system. This feature is available in the System Administration menu (Admin > System > Alert Severity).

Edit Alert Severity

Users can edit alert severity values. This privilege requires an active View Alert Severity privilege.

View Logs

Users can search for and view site activity logs. This feature is available in the System Administration menu (Admin > System > View > Logs).

Modify Site

Users can modify site properties, such as site-level system and application privileges, site contact information (name, address, telephone), and Site IP Restrictions. This privilege should only be enabled for Site Administrators.

Create Users

Users can create new users. This privilege should only be enabled for Site Administrators.

Modify Users

Users can modify user properties, such as user-level system and application privileges, user contact information (name, address, telephone), user's membership in groups, and the User IP Restrictions. This privilege should only be enabled for Site Administrators.

Modify Groups

Users can modify group properties, such as group information (status, name) and group principal supervisor. This privilege should only be enabled for Site Administrators.

Change Password

Users can set and change their own password. Selecting 'No' will restrict password changes to a Site Administrator. This privilege should be allowed for all regular users, but denied for guest/shared accounts.

Reset User Passwords

Users can reset other user's passwords and password count. This privilege should only be enabled for Site Administrators.

Access Sub-Sites

Users will be allowed to access sites in addition to their primary site. Selecting 'No' restricts the user to their primary site only.

View Remote Services

Users can view the Services Control screen, which displays services allowed to run on your network for FinThrive applications. This feature is available in the System Administration menu (Admin > System > Services Control).

Edit Remote Services

Users can add or edit services used for FinThrive applications. This privilege requires an active View Remote Services privilege. This privilege should only be enabled for Site Administrators.

View Dashboard

Users will be allowed to access the Dashboards module.

View Event Subscription

Users can view System Event Subscriptions within the system. This feature is available in the System Administration menu (Admin > System > System Event Subscriptions).

Edit Event Subscription

Users can edit system event subscriptions. This privilege requires an active View Event Subscription privilege.

 

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