Quick list

Security processes



Details of the User access and Admin security controls:

Client Login:
  • If not Current then cannot gain access
  • Username and Password must be correct
  • If no Collection assigned then cannot gain access.
  • If a Portfolio of Items is available this will also be displayed.

Admin control:
  • Users can be switched either Current or Not Current (tick box)
  • Username and Password controlled by Admin
  • Collections can only be assigned via Admin login (Collections are also managed centrally under Global Options)
  • Complete control over creating Portfolios and who can access (User must still be Current and assigned a Collection)



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