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CardExchange® Visitor Manual

 

Visitors_Configuration_Authorizations

 

User Authorizations are created and setup for a reason, and that reason is security. From the Standard edition of CardExchange® Visitor, we offer advanced user authorizations with login functionality.

 

In order to create more control for the Administrators of CardExchange® Visitor, we offer the ability to create user authorization levels. This helps limit user infractions and protect areas within CardExchange® Visitor that the common user should not be utilizing. This high level security allows you to protect the software and functionality from user errors.

 

Setting up User Authorizations does not make any sense if you are not using a login mechanism therefore the first step is to select the Enable logins feature as indicated above.
When selecting a dialog will prompt for confirmation.

 

Account_Setup_Wizard

 

When you confirm this feature, the User Account Setup Wizard will start.

 

In the section Create User Authorization we will explain how to create the user groups, profiles, and users. To disable the User Authorizations, uncheck the Enable logins feature check box, a dialog will pop up,  select Yes to disable the functionality.

 

Authorizations are only available starting with the Standard edition which allows adding/managing users, then from the Business edit you can also add/manage groups.