PLEASE NOTE:
The majority of the contents in this guide apply to both StudioPlus Spectra AND myStratus Desktop.
In most cases, instructions referring to "Spectra" also apply to myStratus Desktop.
Search:
Contents
:
BookmarkPrint

Home > Users and Security > Security Settings
Security Settings

This topic provides a list of software features that can be controlled with security settings, either for a security group or an individual user. See Setting up Security for instructions on how to set up security in your software.

Security Settings by Feature

Each of the following features will have a number of restrictions to choose from. In addition to many individual features, you'll see that some related features are grouped together in the list. 

Feature Description  Security Options
Appointment - Notes Control access to appointment notes
  • Add Only
  • Full Access
Appointments Control access to appointments.
  • No Access 
  • View Only
  • Add Only
  • Add/Modify
  • Add/Modify/Delete
Audit Logs Control access to the PCI and invoice discount logs.
  • No Access 
  • View Only
  • Full Access
Bulk Image Import Control access to the bulk image importer.
  • No Access
  • Full Access
Client Notes Restrict access to modifying client notes.
  • Add Only
  • Full Access
Client Status Modification Control access to client status on the client form. 
  • No Access 
  • Full Access
Clients Control access to clients. This includes the merging of two clients together. Because the merge process involves deleting a client record, users must have the ability to Add/Modify/Delete a client. See Merging Clients for more info!
  • No Access 
  • View Only
  • Add Only
  • Add/Modify
  • Add/Modify/Delete
Communication - Notes Control access to communication notes.
  • Add Only
  • Full Access
Communication Wizard Control access to the Communication Wizard.
  • No Access
  • Full Access
Control Center Control access to the Control Center.
  • No Access
  • Full Access
Dashboard - Personal Control access to the personal Dashboard.
  • No Access
  • Full Access
Dashboard - Report Locking Control access to locking and unlocking Dashboard reports.
  • No Access
  • Full Access
Dashboard - Reports
Control access to the Dashboard reports. 
  • No Access
  • View Only
  • Full Access
Dashboard - (Specific Reports) Control access to the specific Dashboard reports, including labor costs, receipts, sales, and sales averages.
  • No Access
  • Full Access
Dashboard - Location Control access to the studio Dashboard.
  • No Access
  • View Only
  • Full Access
Delete Images Control who has permission to delete image files. Note: This only controls the ability for a client to delete images through the software. A user could still browse out to the image location on the local computer.
  • No Access
  • Full Access
Delete Images in Stratus Drive Control who has permission to delete image files from Stratus Drive.
  • No Access
  • Full Access
Digital Template Builder  Controls Access to the Digital Template Builder.
  • No Access
  • Full Access
Email Blocking List Management Control who can remove email addresses from block lists.
  • No Access
  • Full Access
End-of-Day Posting Procedure Control who can perform end-of-day postings.
  • No Access
  • Full Access
Estimates Control access to estimate invoices.
  • No Access 
  • View Only
  • Add Only
  • Add/Modify
  • Add/Modify/Delete
Export to Excel from Dashboard Reports Control who can export from a Dashboard report.
  • No Access
  • Full Access
Export to Excel from Hubs  Control who can export from a hub.
  • No Access
  • Full Access
Filter Builder Control access to the Filter Builder.
  • No Access
  • Full Access
Force Log Off Other Users (myStratus only) Control the ability to force log off other users.
  • No Access
  • Full Access
Form Letter Builder Control access to the Form Letter Builder.
  • No Access
  • Full Access
Gift Card Activations Control who has permission to activate new TSYS gift cards. Limited access mean they are limited to just the amount being sold on the invoice.
  • No Access
  • Paid In Full Invoice Only
  • Limited Access
  • Full Access
Gift Certificate Not Found Override Control who can accept a gift certificate with an unrecognized number.
  • No Access
  • Full Access
Group Capture Control access the the Group Capture tool.
  • No Access
  • Full Access
Group Capture - Options
Control the access to Group Capture Options.
  • No Access
  • Full Access
Group Delete Control access to group deletes, both through the utility and from the hubs.
  • No Access
  • Full Access
Home Page - (Specific Numbers) Control who can see a variety of sensitive information on the home page, including receivables, receipts, bookings, sales, and sessions.
  • Not Viewable
  • Viewable
Home Page - Today's Snapshot Control who can see the daily snapshot panel on the home page.
  • Not Viewable
  • Viewable
HTML Email Builder Control who can open and use the HTML Email Builder.
  • No Access
  • Full Access
Hubs - (Specific Hubs) Control access to specific hubs, including Appointments, Calendar, Calls, Clients, Dashboard, Invoices, Messages, Production, Sessions, Tasks, and Workflow.
  • No Access
  • Full Access
Import Image Settings Control who can access the settings used to import images.
  • No Access
  • Full Access
Invoice Notes Control who can modify invoices notes.
  • Add Only
  • Full Access
Invoices Control access to invoices.
  • No Access 
  • View Only
  • Add Only
  • Add/Modify
  • Add/Modify/Delete
Invoices - Client-Based Invoices Control who can create a client-based invoice.
  • No Access
  • Prompt
  • Full Access
Invoices - Credit Memo Control access to credit memos.
  • No Access 
  • View Only
  • Add Only
  • Add/Modify
  • Add/Modify/Delete
Invoices - Date Override Control who can modify the date on an invoice.
  • No Access
  • Full Access
Invoices - Discount Override Control who has the ability to override a discount on an invoice. 
  • No Access
  • Full Access
Invoices - Invoice Number Override Control who can modify the invoice number of an invoice.
  • No Access
  • Full Access
Invoices - Invoice Package Unit Value Override Control who can override the packet unit value.
  • No Access
  • Full Access
Invoices - Item Addition  Control whether or not a user can enter new items on-the-fly on an invoice, or if they must choose items from a price list only.
  • Require Items from Price List
  • Allow New Items
Invoices - Price Override Control who has the ability to override a price on an invoice.
  • No Access
  • Full Access
Invoices - Sales Rep Restrict access to making changes to the sales rep field on an invoice.
  • No Access
  • Add Only
  • Full Access
Invoices - Sales Tax Override
Controls the access to modifying invoice sales tax
  • No Access
  • Full Access
Invoices - Write Off Invoice
Controls the access to Invoice Write Off
  • No Access
  • Full Access
Lists - (Specific Lists) Restrict access to individual maintenance lists in the software (i.e., Resources, Session Types, Payment Methods, Organizations, etc.)
  • No Access
  • View Only (some)
  • Full Access
Lists-Users Control who can create and modify users (Maintenance > General > Users). "Limited Access" gives full access to the user settings, with the exception of compensation information. Also, if a user with "Limited Access" or "Full Access does NOT have User Security permission (see below), they will not be allowed to make any security-related changes (i.e., set a security group, change a password, etc.).
  • No Access
  • Limited Access
  • Full Access
Loyalty Reward Program Control who can create and deactivate loyalty rewards.
  • No Access
  • Deactivate Rewards
  • Manually Create and Deactivate Rewards
  • Create Batch Rewards
Notification Center Control access to the notification center.
  • Read Only
  • Add New Internal Notifications
  • Full Control
Payment - Notes Control access to payment notes.
  • Add Only
  • Full Access
Payment Plan Processing Control who can process payment plans.
  • No Access
  • Full Access
Payments Control who can create and modify payments. Note: You must set the security for refunds separately (see Payments - Refunds below).
  • No Access
  • View Only
  • Add Only
  • Add/Modify
  • Add/Modify/Delete
Payments - Date Override Control who can modify the payment date.
  • No Access
  • Full Access
Payments - Refunds Control who can access refunds. Note: You must set the security for payments separately (see Payments above).
  • No Access
  • View Only
  • Add Only
  • Add/Modify
  • Add/Modify/Delete
Payments - Unlock Auth Code/Date/Amount Control who can enter credit card information manually.
  • No Access
  • Full Access
Payments - View Credit Card Control who can view masked credit card numbers.
  • No Access
  • Full Access
Period Closing Date Restrict access to period closing dates.
  • No Access
  • Full Access
Posted Invoices and Payments Limit who can modify or delete posted invoices and payments.
  • No Access
  • Modify
  • Modify/Delete
Preferences - Company Restrict access to company-wide preferences. This setting applies to both Company Preferences and InspiredByYou.com Preferences.
  • No Access
  • Full Access
Preferences - Online Booking Restrict access to Online Booking Preferences. 
  • No Access
  • Full Access
Preferences - Printing Control who can access Printing Preferences.
  • No Access
  • Full Access
Preferences - Users Restrict access to User Preferences.
  • No Access
  • Full Access
Preferences - Workstation  Restrict access to Workstation Preferences.
  • No Access
  • Full Access
Price List Maintenance Control access to the price list.
  • No Access
  • View Only
  • Full Access
Production Orders Control who can create and modify production orders.
  • No Access
  • View Only
  • Add Only
  • Add/Modify
  • Add/Modify/Delete
Reports - (Specific Reports) Restrict access to individual reports (i.e., analysis reports, client lists, tax reports, etc.). 
  • No Access
  • Full Access
Reports - Commission Report Restrict access to printing commission reports.
  • No Access
  • Personal Report
  • All Users
Reports - Time Sheets Restrict access to printing time sheet reports.
  • No Access
  • Limited to Current Employee
  • Full Access
Scheduling Conflict Resolver Control who can access the Resolve Scheduling Conflicts tool.
  • No Access
  • Full Access
Scheduling Permissions Control who can schedule during non-open hours.
  • Schedule During Open Hours
  • Schedule Anytime w/Warnings
  • Schedule Anytime
Scheduling Time Slots Control who can create and modify time slots.
  • No Access
  • Modify Overridable
  • Create New
  • Full Access
Scheduling Time Slots - Bulk Create Control access to the scheduling time slot bulk create form.
  • No Access
  • Current User Only
  • Full Access
Session Notes Restrict ability to modify session notes.
  • Add Only
  • Full Access
Sessions Control who can create and modify sessions.
  • No Access
  • View Only
  • Add Only
  • Add/Modify
  • Add/Modify/Delete
Sessions - Booked By and Date Booked Restrict ability to modify the session "Booked By" and "Date Booked" fields.
  • No Access
  • Add Only
  • Full Access
Sessions - Session Number Override Control who can modify the session number.
  • No Access
  • Full Access
Status Change Restrict ability to changes statuses, users, and dates.
  • No Access
  • Cannot Change User or Date
  • Cannot Change User
  • Full Access
Tasks - All Control who can create and modify tasks.
  • No Access
  • View Only
  • Add Only
  • Add/Modify
  • Add/Modify/Delete
Tasks - Not Created By and Not Assigned to You Control who can access tasks not created by or assigned to the user.
  • No Access
  • View Only
  • Modify
  • Modify/Delete
Time Clock Restrict access to time clock entries. Note: This does not apply to the myStratus Mobile app which is restricted to Add-Only security.
  • No Access
  • Add Only (Logged In User)
  • Add Only (Any User)
  • Add/Modify
  • Add/Modify/Delete
Trigger Processing Control who can process triggers.
  • No Access
  • Full Access
User Security Control ability to add new users and set user permission levels.
  • No Access
  • Full Access
Utilities Restrict access to the Utilities menu.
  • No Access
  • Full Access
Wizard Builder Restrict access to the Wizard Builder.
  • No Access
  • Full Access
Yearbook CD Production Control who can use the Make Yearbook CD tool.
  • No Access
  • Full Access

Security Settings

Security options are used to set the access level for many features in the software. Note: Although a few features are set to No Access by default, most are set to Full Access.

The available security settings will vary for each feature. Options may include:
  • No Access  - User(s) will not be able to edit the option in any way.

  • View Only - User(s) will only be able to view records. No edits can be made.

  • Full Access - User(s) will have no restrictions on the use of the option.

  • Add/Modify - User(s) will not be allowed to delete items from your data, only add and modify them.

  • Add/Modify/Delete - User(s) will be allowed to delete items, as well as add and modify them.





See also


Was this information helpful?YesNo

How would you rate this page?