Setting User Security

Ankota comes with a set of pre-configured security roles that determine what users can see and do based on their Role and the Templates assigned to each user.

However, since every agency operates differently, it is critical that we work with your agency individually to ensure that Roles and Templates are set up per your agency’s preferences.

The best practice for setup of Roles and Templates is to first define the Super Admin role, and then discuss with the customer the other roles, since they will all be subsets of the Super Admin role.  For example:

• Set up the Super Admin Role to have access to all Ankota features and screens
• For the HR role, copy the Super Admin role, then remove the unwanted Modules and Templates (e.g., take out the Billing Module, then go to the Reports Module Pages and remove the billing related reports).
• Repeat for all other Roles, copying the Super Admin Role, then removing areas, screens, functions and fields as needed