Setup Security Information

Overview

Security Information is set up and maintained on the Administration tab in CareTracker.   As Security Groups are added, each are assigned an Access Level, with lower numbers having greater access to the system.

Once security groups have been set up and staff members assigned to those groups, the security options for all areas of the application can be established.  A user with administrative access has the ability to set security for their defined security groups.  

To begin setting security options in the program

1. Click on Start Security Mode from the top right-hand corner of the screen.  Lock icons are displayed throughout the application to indicate where security can be set.
2. Click on a lock to establish the security settings for each security group starting at the main page of the application and working your way down to each section and field in the application.  For each area with a lock, a security group can be allowed or denied access.  

The Setup Security Information window  is located on the Administrative tab, under Security Maintenance. It displays all the security groups that are currently set up in your facility.   See example below.

To Create a new Security Group

1. From the Security Setup Information window, under Common Tasks, click Create a new Security Group.  The Add Group window will appear.

2. Enter a name and description for the new security group in the fields provided.
3. In the Access Level field, enter a number to indicate the security level of the new group.  Lower numbers indicate higher levels of security.

To Edit Group Information

From the Security Setup Information window, click on a Security Group Name, then select links from that window to Edit Group Information.