Last modified by Megan Kahl on 2024/09/04 09:06

Hide last authors
Megan Kahl 1.2 1 (% style="text-align: center;" %)
2 = (% style="color:#2980b9" %)**Web Security Settings in Everest – User Level Setup**(%%) =
3
4
Megan Kahl 1.3 5 (% style="text-align: center;" %)
6 (% style="color:#2980b9" %)**BY**
7
8
9 (% style="text-align: center;" %)
Megan Kahl 2.2 10 [[image:__fileCreatedFromDataURI__.png||data-xwiki-image-style-alignment="center"]]
Megan Kahl 1.3 11
Megan Kahl 2.2 12 {{info}}
13 (% style="text-align: center;" %)
14 (% style="font-size:20px" %)**TABLE OF CONTENTS**
Megan Kahl 1.3 15
Megan Kahl 2.5 16 * (% style="color:#2980b9" %)**Introduction**
17 * (% style="color:#2980b9" %)**Administration -> User Levels**
18 * (% style="color:#2980b9" %)**DISCLAIMER AND COPYRIGHT**
Megan Kahl 2.2 19 {{/info}}
Megan Kahl 1.3 20
Megan Kahl 2.3 21 (% style="text-align: center;" %)
22 == (% style="color:#2980b9" %)**Introduction**(%%) ==
Megan Kahl 1.3 23
24
Megan Kahl 1.2 25 The standard web access enables a member or the payroll officer to access member information on the web.  The parameters and security settings that need to be established on Everest prior to logging into the web will determine what the user sees.  For example, a member will view only their information whereas a payroll officer may view all the members’ information.
26
27
28 User Level settings can be found under the Administration Menu. This menu relates mainly to the user levels within Everest but is then linked to the User levels set for the Web. It provides the grouping of the Levels for the web and will define the web accessibility.
29
30
Megan Kahl 2.3 31 (% style="text-align: center;" %)
Megan Kahl 2.5 32 == (% style="color:#2980b9" %)**Administration -> User Levels**(%%) ==
Megan Kahl 1.2 33
Megan Kahl 2.5 34
Megan Kahl 1.2 35 [[image:image-20240904101515-2.png]]
36
37
38 The user levels on Everest are split in two.
39
40
41 The “**Level**” column relates specifically to the Administrator User Levels assigned on Everest.
42
43
44 The “**Web Level**” column, controls the pages that users can view on the Web Site.
45
46
47 For example, all users of Web Level 1, will be able to view the same web pages for their specific clients. These views can be changed to suit the level type.  Should a different view for a specific user level be required, this can be done by creating another web level.
48
49
50 **NB:  Web Level 6 is used exclusively to indicate a member and must never be used for any other roles.**
51
52
53 The **“Landing Page” **is the page that a certain user will see when they log in. Currently the Landing Page is defaulted to the page where the user needs to select his/ her Fund/Client and can search for a member. This can be changed to suit the different User Levels.
54
55
56 The menus hyperlink is where you can setup menus inside Everest that this user can see (Please see the standard Everest Security Manual).
57
58
59 The unicore hyperlink allows for segregation of duties during the EPIC Process.
60
61
62 [[image:image-20240904101515-3.png]]
63
64
65 The User Level assigned will be allowed to complete the full EPIC process, which includes the authorisation and export of the final reconciled month end.
66
67
Megan Kahl 2.3 68 (% style="text-align: center;" %)
69 == (% style="color:#2980b9" %)**DISCLAIMER AND COPYRIGHT**(%%) ==
Megan Kahl 1.2 70
71
Megan Kahl 2.3 72 (% style="color:#2980b9" %)**DISCLAIMER**
Megan Kahl 1.2 73
Megan Kahl 2.3 74
Megan Kahl 1.2 75 Please note, whilst care is taken to illustrate numerous scenarios, it is impossible to detail all instances and therefore this document should merely serve as a guide for the purposes of demonstrating system functionality and conducting employee training.
76
77
78 In accordance with the above paragraph, this training manual is published and distributed on the basis that EBSphere (Pty) Ltd is not responsible/accountable for any actions taken by users of information contained in this training manual nor for any error in or omission from this manual.
79
80
81 EBSphere (Pty) Ltd does not accept any responsibility whatsoever for a misrepresentation performed by any person in respect of claims, losses or damage or any other matter, either direct or consequential arising out of or in relation to the use and reliance, whether wholly or partially, upon any information contained or products referred to in this manual.
82
83
84 Further, the contents of this training manual are subject to change without any notice and further highlight the need for this training manual to serve only as a guide.
85
86
Megan Kahl 2.3 87 (% style="color:#2980b9" %)**COPYRIGHT**
Megan Kahl 1.2 88
89
90 This documentation and the software described in it is the exclusive property of EBSphere (Pty) Ltd. This manual or the software may not be copied in whole or part, without the express written consent of EBSphere (Pty) Ltd.  Under the law, copying includes translating into another language or format.
91
92
93 EBSphere (Pty) Limited
94
95 P.O. Box 785803
96
97 Sandton
98
99 2146
100
101

Need help?

If you need help with XWiki you can contact: