Changes for page User Level Setup

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

<
From version < 6.1 >
edited by Megan Kahl
on 2021/12/06 09:15
To version < 8.1 >
edited by Megan Kahl
on 2021/12/06 09:22
>
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2 -**DISCLAIMER**
4 +(% style="text-align: center;" %)
5 +(% style="color:#2980b9; font-size:28px" %)**WEB SECURITY SETTINGS IN EVEREST - USER LEVEL SETUP**
3 3  
4 -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.
5 5  
6 -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.
7 7  
8 -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.
9 +(% style="text-align: center;" %)
10 +(% style="color:#2980b9" %)**BY**
9 9  
10 -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.
11 11  
12 12  
14 +(% style="text-align:center" %)
15 +[[image:Web Security Settings in Everest - User Levels_html_8cba33b1e8c9fa24.gif||height="128" width="463"]]
13 13  
17 +{{info}}
18 +(% style="text-align: center;" %)
19 +(% style="color:#2980b9; font-size:20px" %)**TABLE OF CONTENTS**
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15 15  
22 +{{toc/}}
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24 +
25 +{{/info}}
17 17  
18 18  
19 -**COPYRIGHT**
20 20  
21 -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.
29 +(% style="text-align: center;" %)
30 += (% style="color:#2980b9" %)**Web Security Settings in Everest – User Level Setup**(%%) =
22 22  
23 -EBSphere (Pty) Limited
24 24  
25 -P.O. Box 785803
33 +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, where a payroll officer may view all the members’ information.
26 26  
27 -Sandton
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.
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29 -2146
37 +[[image:Web Security Settings in Everest - User Levels_html_9bb79baff526ff8d.gif||alt="Shape1"]]
30 30  
39 +(% style="color:#2980b9" %)**Administration User Levels**
31 31  
41 +[[image:Web Security Settings in Everest - User Levels_html_7ad2096b9e0dedbc.png||height="209" width="596"]]
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33 -[[image:Web Security Settings in Everest - User Levels_html_8cba33b1e8c9fa24.gif||height="96" width="344"]]\\
34 34  
35 -[[image:Web Security Settings in Everest - User Levels_html_857ba1e075348553.png||height="12" width="594"]] //Web Security Settings in Everest – User Level Setup//
44 +The User levels on Everest are split in two:
36 36  
37 -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, where a payroll officer may view all the members’ information.
46 +The(% style="color:#2980b9" %) “**Level**” (%%)column relates specifically to the Administrator User Levels assigned on Everest.
38 38  
39 -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.
48 +The (% style="color:#2980b9" %)“**Web Level**”(%%) column, controls the pages that users can view on the Web Site.
40 40  
41 -[[image:Web Security Settings in Everest - User Levels_html_9bb79baff526ff8d.gif||alt="Shape1"]]
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.
42 42  
43 -**Administration User Levels**
52 +(% style="color:#2980b9" %)**NB: Web Level 6 is used exclusively to indicate a member and must NEVER be used for any other roles.**
44 44  
45 -[[image:Web Security Settings in Everest - User Levels_html_7ad2096b9e0dedbc.png||height="209" width="596"]]
46 46  
47 -The User levels on Everest are split in two:
55 +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.
48 48  
49 -The “**Level**” column relates specifically to the Administrator User Levels assigned on Everest.
57 +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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51 -The “**Web Level**” column, controls the pages that users can view on the Web Site.\\
52 52  
53 -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.
60 +The(% style="color:#2980b9" %) __unicore__(%%) hyperlink allows for segregation of duties during the EPIC Process:
54 54  
55 -**NB: Web Level 6 is used exclusively to indicate a member and must NEVER be used for any other roles.**
62 +[[image:Web Security Settings in Everest - User Levels_html_50a6344907694c21.png||height="120" width="235"]]
56 56  
57 -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.
64 +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.
58 58  
59 -The __menus__ hyperlink is where you can set-up menus inside Everest that this user can see (Please see the //**Everest Security Manual**//).
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61 61  
68 +(% style="text-align: center;" %)
69 += (% style="color:#2980b9" %)**Disclaimer and Copyright**(%%) =
62 62  
63 63  
72 +(% style="color:#2980b9" %)**DISCLAIMER**
64 64  
74 +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.
65 65  
76 +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.
66 66  
78 +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.
67 67  
68 -The __unicore__ hyperlink allows for segregation of duties during the EPIC Process:
80 +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.
69 69  
70 -[[image:Web Security Settings in Everest - User Levels_html_50a6344907694c21.png||height="120" width="235"]]
71 71  
72 -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.
73 73  
84 +(% style="color:#2980b9" %)**COPYRIGHT**
74 74  
86 +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.
75 75  
88 +EBSphere (Pty) Limited
76 76  
90 +P.O. Box 785803
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92 +Sandton
78 78  
94 +2146
79 79  
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97 +
98 +(% style="text-align:center" %)
99 +[[image:Web Security Settings in Everest - User Levels_html_8cba33b1e8c9fa24.gif||height="128" width="463"]]
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Web Security Settings in Everest - User Levels_html_7ad2096b9e0dedbc.png
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