TenMastery Series Winten 2 webinar

TENMASTERY SERIESWINTEN2 WEBINAR

User Permissions in WinTen2+

Tuesday, August 7, 2012

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TRAINER INFORMATION Mark Huffer

Phone: 877-359-5492 x1222Email: [email protected]

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July 2012 TenMastery SeriesWinTen2 webinars are conducted every Tuesday at 11:00 am

EST. Recorded versions of each training will be added 24-48 hrs after the live training.

8/14– Earned Income Disallowance Instructor – Gina Weaver What is EID? How is it handled in the software. Attend this webinar, get answers

and learn more about EID.

8/21– Public Housing Move Outs in ORC Instructor – Melissa Newton What needs to happen in ORC when a PH tenant moves out? How is a refund

requested if the tenant has Security Deposit left over? Attend this webinar and get a detailed look into moving Public Housing tenants out of ORC.

8/28– Scribe – 7th Training Session Instructor – Sherry Hosler During this webinar, parameters and calculated fields will be reviewed. Several

useful calculated fields will be used as well as small scripts for altering the appearance of your parameters. When the letter is finished, there will be a review of batch printing and using the filters provided there.

UPCOMING WEBINAR SCHEDULE

REVIEW TRAINING AGENDAWho can give users access to the new 2+ programs? How is a user given access to the new 2+ programs? Attend this webinar to get the answers you need! Getting into WinTen2+ Adding a User in WinTen2+

Deciding on a Parent schema Assigning a Parent User

Assigning Permissions through Form Security Accessing Form Security Who can assign permissions? Assigning permissions by form Assigning Permissions by group Removing group permissions

Calendar (as of DB 156) Authorization Setup

GETTING INTO WINTEN2+ Click on the WinTen2+ button in TenCentral

ADDING A USER IN WINTEN2+ Deciding on a Parent Schema

Each user has a Parent User that can grant them permissions

Tenmast will help you setup the original Parent Users

Sara Button

John Dean

Bruce Smith

Chris Ruth

ADDING A USER IN WINTEN2+ Assigning a Parent User

Get to the WinTen2+ User from the Form Security screen

ADDING A USER IN WINTEN2+ Assigning a Parent User

Double click on the user to the User Details page

Select the Parent User

ASSIGNING PERMISSIONS THROUGH FORM SECURITY

Accessing Form Security You can access Form Security from all screens

in WinTen2+

ASSIGNING PERMISSIONS THROUGH FORM SECURITY

Accessing Form Security You can access Form Security from all screens

in WinTen2+

ASSIGNING PERMISSIONS THROUGH FORM SECURITY

Who can assign permissions? The Parent User of the who you are trying to

assign permissions Any user above that Parent User in the Parent

Schema The Parent User can only grant access to

security privileges that they have

ASSIGNING PERMISSIONS THROUGH FORM SECURITY

Assigning permissions by form Go into the screen that you want to give access

to Click on Form Security Highlight the user you want to grant access Click on the permissions below

ASSIGNING PERMISSIONS THROUGH FORM SECURITY

Assigning permissions by form To give full permissions

Click on the top checkbox To give partial permissions

Click on the individual checkbox

ASSIGNING PERMISSIONS THROUGH FORM SECURITY

Assigning Permissions by group Go into the screen that you want to give access

to Click on Form Security Double-click the user you want to grant access Click on the Groups and Privileges tab Highlight the Available Privilege Group Click on the right arrow to move it to the

Assigned Privilege Groups

*** Currently Privilege Groups are established by Tenmast. That will expand at a later time to User Defined Privilege Groups

ASSIGNING PERMISSIONS THROUGH FORM SECURITY

Assigning Permissions by group

ASSIGNING PERMISSIONS THROUGH FORM SECURITY

Removing group permissions Assign a Privilege Group as before Uncheck any specific privileges you don’t want

them to have and Save

CALENDAR USER AUTHORIZATIONS (STARTING WITH DB 156)

Calendar has been switched to the WinTen2+ calendar in DB 156

Authorization Setup You can setup a user to have access to other

users calendars Combined Add/Edit/Delete authorization Users can setup occasions for other users, even

occasions tied to tenants

CALENDAR USER AUTHORIZATIONS (STARTING WITH DB 156)

Go into WinTen2+ Start typing in Authorization Setup in the search

bar Go into Authorization Setup

CALENDAR USER AUTHORIZATIONS (STARTING WITH DB 156)

Highlight the user you want to give access to Check the other users that this person can

add/edit/delete their calendar occasions

CALENDAR USER AUTHORIZATIONS (STARTING WITH DB 156)

Find the Calendar in ORC on the tenant screen

CALENDAR USER AUTHORIZATIONS (STARTING WITH DB 156)

Select the user from the drop down box that you have authorization for and create the appointment

LET’S GO INTO THE PROGRAM

QUESTIONS?

WHAT HAPPENS AFTER TRAINING? Website at www.tenmast.com

Tenmast ForumsManuals & Quick Start GuidesOnline Support Request

[email protected]

User Conferences

THE END

THANK YOU FOR ATTENDING