Table of Contents
Overview
Models for Setting up Security
Once you have decided how your agency needs to be set up you can start adding services and applying the appropriate permissions. The Add New Service link found on the Services Portal initiates a wizard (a chain of forms) that leads you through the process.
The models that we’ll cover in this article are:
All users see all services and all clients
Users see some services and only active clients in permitted services
Users see some services and only clients assigned to them
Throughout ShareVision the role Site Administrators is automatically added by default. That is true when setting up security for services and clients, and for portals pages and page parts. Site Administrator role assumes access to everything.