Setup - Administrator Security Settings

Last updated: September 23, 2026

Overview

Administrator Security Settings control which administrative permissions are granted to individual users, determining what setup and configuration functions they can perform in the system.

Prerequisites & Preparation

  • Required Permissions: Administrator

Step-by-Step Configuration

  1. Navigate to the Menu: Go to Setup > Administrator Security Settings.

  2. Initiate Creation: Select Add New in the grey toolbar.

  3. Enter Details:

    • Username: Choose a username from the dropdown menu.

  4. Define Attributes:

    • Permissions: Check the boxes for the permissions you want to grant:

      • Resource Manager: Can add and edit Resource Categories, Rates, Shifts, and Trades.

      • User Manager: Can add and edit Users, Groups, Roles, Notifications, and Time Tracking.

      • API Manager: Can add and edit API keys.

      • System Manager: Can add and edit Areas, Lines, Machines, Tooling, Cost Centers, Dispatch Setup, etc.

      • IT Manager: Can add and edit SAML Configs, LDAP Configs, IP Access Restrictions, and User Devices.

      • Administrator: Can perform all of the above functions, plus edit Administrator Security Permissions.

  5. Save & Finalize: Click Save.