GoServicePro offers a powerful, but easy-to-understand security model that safeguards both data integrity and privacy while supporting effective data access and collaboration.
What is a Security Role?
In GoServicePro, you are able to define roles for different types of employees, so you can make sure everyone can only see the information relevant to their job. Security Roles in GoServicePro are sets of predefined privileges and access levels. Any user who is assigned a role will be able to access data according to the privileges and access levels defined in the role. Security Roles can be changed within the application.
If you are unable to view certain tabs, fields, or modify specific information within your login interface, it means that you are assigned with a security role that does not allow you to do so. For instance, a “General” role may not need to have a privilege to create a new employee and therefore does not have that ability.
Creating Security Roles
Privileges are the actions allowed in GoServicePro. Typically, GoServicePro offers privilege to either view only; or both view and modify data in the application.
To help keep your company organized, GoServicePro lets you organize your business into different levels. Security privileges can be setup for each layer of this structure.
The top level of the Organizational Hierarchy is called the “Business Unit” which is either the name of your company or the main/head office. Under the Business Unit are Internal Sites, which are made up of Regions, Districts, Offices and Users.
These 5 different entities of the hierarchy are represented as 5 hierarchy levels. Each user can have limited access to each of them. The level of access is indicated by the degree of fill and color of the circles. More ‘yellow’ means more privilege. A green ‘check mark’ means fully enabled and a red “x” means fully disabled.
How to add a Security Role to an Employee
Within GoServicePro, go to the employee whose security role you want to change. On the information link, in the Security role tab, you’ll see a button in the ribbon that says “Add Security Role.”
When you click “Add Security Role” a window will appear, prompting you to select a role for your employee. Click the role, and click “Select and Close.” After clicking “Select and Close”, click the save icon in the top left corner of the screen.