e) Report Section


Expanded Setup Guide

WARNING: Reports are NOT filtered by Permissions. This means Reports containing sensitive information (i.e. costs of equipment, funding information, etc.) will display the sensitive information to ANYONE who has access to those reports.

Permissions in this section activate the Reports tab and grant access to the various types of reports that can be created in SecurityTrax.

Mouse over each Permissions listed on the left side of the screen and a small pop up window will display a brief description of what each item does.

Do you want your Sales Reps to have access to any of the items in this section? If not, move onto the Reports section. If yes, then use the checkboxes on the right to assign the applicable level of access (View, Create, Modify, Delete, or Yes).

It's recommended that Sales Reps, at least until they have data entered into SecurityTrax, have NO access to the Reports section.