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Security/Confidentiality
Posted: 09 Dec 2004 08:52 AM |
Before coming on board with ekyros, we were looking at other client databases. One of the features that we liked in another product was the fact that if you left the database open for a while (15-20 minutes) and it wasn't being used, it would prompt you to re-enter your password. It was nice because if you left your desk and the database open, someone else wouldn't be able to get into the database and look up client information that wasn't suppose to.
They also had different levels of access available to users. Some users were only able to access the appointment book, while others had full access to client records.
Would either of these features be available with ekyros?
Thanks,
Catherine |
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Re: Security/Confidentiality
Posted: 09 Dec 2004 11:10 AM |
Great questions Catherine. Yes, CenterPiece has all the features you mentioned. See comments below:
***Login timeout:
Currently CenterPiece will automatically log a user out after a period of no activity (they have not clicked on a form). If this occurs, the next time the user clicks on a form, they will be taken to the CenterPiece login form and will be required to re-enter their credentials. I believe the timeout is currently set for 2 hrs. However, we could move it down 30 minutes if you wish.
***Role Based Security:
In CenterPiece, when you create a user ID (under Administration/User Accounts), you can assign 1 or more roles to the account.
There are currently 4 roles available in CenterPiece:
1) Director - highest level of privilages, accounts assigned to this role have access to all areas of the application - including the ability to create new user accounts.
2) Client Manager - accounts with this role has access to everything under the Client Management tab (you can create and manage client files). If they try to access Staff, Donor and Administration tab, they will get a access denied message.
3) Donor Manager - accounts with this role have access to everything under the Donor Management tab (you can create and manage Donor files). If they try to access Client, Staff and Administration tab, they will get a access denied message.
4) Staff Manager - accounts with this role have access to everything under the Staff Management tab (you can create and manage staff files). If they try to access Client, Donor and Administration tab, they will get a access denied message.
All users have access to the Office tab and Feedback tab.
For accounts entering Client files, it's recommended you assign the Client Management and Staff Management role. (sometimes the staff/volunteer name may not be in the list on a client data entry form and the staff/vol file will need to be created)
Hope that helps. Please let me know if you have anymore questions.
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