Changes for page User Level Setup

Last modified by Megan Kahl on 2021/12/06 09:31

<
From version < 17.1 >
edited by Megan Kahl
on 2021/12/06 09:30
To version < 8.1 >
edited by Megan Kahl
on 2021/12/06 09:22
>
Change comment: There is no comment for this version

Summary

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15 15  [[image:Web Security Settings in Everest - User Levels_html_8cba33b1e8c9fa24.gif||height="128" width="463"]]
16 16  
17 17  {{info}}
18 -(% style="break-before: page; text-align: center;" %)
18 +(% style="text-align: center;" %)
19 19  (% style="color:#2980b9; font-size:20px" %)**TABLE OF CONTENTS**
20 20  
21 21  
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26 26  
27 27  
28 28  
29 -(% style="break-before: page; text-align: center;" %)
29 +(% style="text-align: center;" %)
30 30  = (% style="color:#2980b9" %)**Web Security Settings in Everest – User Level Setup**(%%) =
31 31  
32 32  
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34 34  
35 35  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.
36 36  
37 +[[image:Web Security Settings in Everest - User Levels_html_9bb79baff526ff8d.gif||alt="Shape1"]]
37 37  
38 -(% style="color:#2980b9" %)**Administration **[[image:Everest User Manuals.4\. Fund Setup.System Settings.Client Business Groups.WebHome@Right Arrow XS.jpg]]** User Levels**
39 +(% style="color:#2980b9" %)**Administration User Levels**
39 39  
40 -(% style="text-align:center" %)
41 -[[image:1638782709859-724.png]]
41 +[[image:Web Security Settings in Everest - User Levels_html_7ad2096b9e0dedbc.png||height="209" width="596"]]
42 42  
43 43  
44 44  The User levels on Everest are split in two:
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49 49  
50 50  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.
51 51  
52 +(% style="color:#2980b9" %)**NB: Web Level 6 is used exclusively to indicate a member and must NEVER be used for any other roles.**
52 52  
53 -(% style="text-align: center;" %)
54 -(% style="color:#e74c3c" %)**NB: Web Level 6 is used exclusively to indicate a member and must NEVER be used for any other roles.**
55 55  
56 -
57 57  The (% style="color:#2980b9" %)**“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.
58 58  
59 59  The(% style="color:#2980b9" %) __menus__(%%) hyperlink is where you can set-up menus inside Everest that this user can see (Please see the (% style="color:#2980b9" %)//**Everest Security Manual**//(%%)).
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61 61  
62 62  The(% style="color:#2980b9" %) __unicore__(%%) hyperlink allows for segregation of duties during the EPIC Process:
63 63  
64 -(% style="text-align:center" %)
65 -[[image:1638782728876-650.png||height="208" width="388"]]
62 +[[image:Web Security Settings in Everest - User Levels_html_50a6344907694c21.png||height="120" width="235"]]
66 66  
67 67  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.
68 68  
69 69  
70 70  
71 -(% style="break-before: page; text-align: center;" %)
68 +(% style="text-align: center;" %)
72 72  = (% style="color:#2980b9" %)**Disclaimer and Copyright**(%%) =
73 73  
74 74  
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101 101  (% style="text-align:center" %)
102 102  [[image:Web Security Settings in Everest - User Levels_html_8cba33b1e8c9fa24.gif||height="128" width="463"]]
103 103  
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