Applications › Security
Getting Started with Security
Use the Security area to access user and role administration screens and to manage security-related records that are available to your assigned permissions.
What you can do here
- Toggle navigation to display or hide the application navigation panel.
- Save to save changes made to an open security record.
- Save and Close to save changes and close the current record.
- Attach to add a file attachment to the current record.
- Ok to confirm a message or dialog.
First session: Open the Users screen
Your first task is to confirm that you can access the Security area and open the user administration screen.
- In Applications, open Security.
- If the navigation panel is hidden, select Toggle navigation.
- Open the Users screen.
- Confirm that the Users screen loads successfully.
The available screen information does not show a control for creating a user, selecting an existing user record, or the fields required to maintain user details. Therefore, this quick start cannot document a complete user creation or editing procedure.
What success looks like
You can open the Users screen from Applications > Security without an access error. This confirms that your account has access to the Security area.
Next steps
- Open Roles to review the roles available for assigning security permissions.
- Open Trusted Login Devices to review devices approved for trusted sign-in.
- When a security record is open and you have made permitted changes, select Save or Save and Close.
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