Access to forms, buttons, and reports can be restricted to selected staff through the use of access rights codes. Access rights codes (specific alphabet letters) can be granted access to specific functions in Chase by the Chase Administrator. When one or more codes are assigned to a User, they will have the right to use the functions associated with those codes. Otherwise, they will be denied access to the functionality.
Access can be further limited to viewing, editing, creating or deleting records, or any combination of these actions. When no codes are assigned to a User, they will have access to none of Chase’s functions.
IMPORTANT: Take care when assigning user rights to forms, as Users may gain access to sensitive information reserved for supervisory or management staff.
Field Help
| Columns | Description |
|---|
| Button Name | The name of the button on the Home page or Configuration screen. |
| Can View | Indicate which access rights code has the ability to view a selected button. |
| Button Group | Indicate the group into which the button falls in its container (such as the Home page or Configuration screen). |
| Button Order | Indicate the order in which the button appears in its group or container. |
Chase 6 Reports screen
| Columns | Description |
|---|
| Report Name | Name of the report in Chase. |
| Can View | Indicate which access rights code will be required to view a generated report. |
| Signature Required | This governs whether a User signature is required when emailing a report. |
| Columns | Description |
|---|
| Form Name | The names of the Forms Users can view, edit, create or delete. |
| Can View | Indicate which access rights code may view the Form. |
| Can Edit | Indicate which access rights code may edit the Form. |
| Can Create | Indicate which access rights code can create the Form. |
| Can Delete | Indicate which access rights code can delete the Form. |
| Can Revert | Indicate which access rights code that can revert the Form. Note that access right N should not be assigned to Users. This right is reserved to restrict Users so they are Never allowed to perform a specified action e.g. delete a document. |
| Can Create As Draft | Restricts if this Form can be created as a draft or not. |
