CardExchange Solutions Documentation
Visitor Configuration Tab - Authorizations
- Roman Villandry
User Authorizations are created and set up for a reason and that reason is security. From the Standard edition of CardExchange® Visitor, we offer advanced user authorizations with login functionality.
In order to create more control for the Administrators of CardExchange® Visitor, we offer the ability to create user authorization levels. This helps limit user infractions and protect areas within CardExchange® Visitor that the common user should not be utilizing. This high-level security allows you to protect the software and functionality from user errors.
Setting up User Authorizations do not make any sense if you are not using a login mechanism, therefore, the first step is to select the Enable logins feature as indicated above.
When selecting a dialog will prompt for confirmation.
When you confirm this feature, the User Account Setup Wizard will start.
In the section Create User Authorization Visitor Authorizations - Create User Authorizations we will explain how to create the user groups, profiles, and users. To disable the User Authorizations, uncheck the Enable logins feature check box, a dialog will pop up, select Yes to disable the functionality.
Authorizations are only available starting with the Standard edition which allows adding/managing users, then from the Business edit, you can also add/manage groups.