OrgChart Now Help Guide

Account Settings: Security

Audience

Audience: Administrators Edition: Enterprise & Premium

Overview

The Security panel allows an administrator to:

Accessing Security Settings

Select More > Account Settings, and then select the Security option.

General

Enable Admin User Impersonations

Allow an administrator to login as another user.

This is useful for troubleshooting user specific issues and testing security authorizations.

Note

To impersonate a user, click on the Support Login link (on the login page), and then enter your user name, password and the User ID of the user you would like to impersonate.

Row Level Security

Row Level Security Profiles limit which fields a user can access on a row by row basis. For example, an Administrator can restrict a user (or group of users) so that they cannot see sensitive fields. Reference the Row Level Security article for more information.

Create_New_Profile_Button.png

Create a new Row Level Security Profile.

geariconnew.png

Mouse over to configure Row Level Security Profile.

PencilPad.png

Mouse over to rename Row Level Security Profile.

copypageicon.png

Mouse over to copy Row Level Security Profile.

Trash_Delete.png

Mouse over to delete Row Level Security Profile

Branch Level Security

Branch Level Security Profiles limit which branches a user can access. For example, an Administrator can restrict a managers so that they can only see their own branch. Reference the Branch Level Security Branch Level Security article for more information.

Create_New_Profile_Button.png

Create a new Branch Level Security Profile.

geariconnew.png

Mouse over to configure Branch Level Security Profile.

PencilPad.png

Mouse over to rename Branch Level Security Profile.

copypageicon.png

Mouse over to copy Branch Level Security Profile.

Trash_Delete.png

Mouse over to delete Branch Level Security Profile.