User Guide › Security
Overview
Security provides the records and role-based settings used to organise access within the platform. It is used by managers and authorised administrators who maintain teams, roles, and user-related security information.
This area includes Security records and Roles. Security records support team administration, user contact details, and related Tickets and Users information. Roles provide a central view of the available access roles.
What you can do here
- Use All Teams to view the available teams.
- Use Activate team to activate a team record.
- Use Select to choose a record or available option.
- Use the Search box to find teams, roles, or related records.
- Open Tickets and Users to access related information.
- Enter contact details using Enter Email and Enter Mobile.
- Save changes with Save, or use Save and Close to save the record and return to the previous view.
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