System Configuration / Security tab
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Use this tab to set security options such as restricting access to the dialog in which you can assign drawer passwords, changing your system configuration, and enabling advanced user/group security settings or enabling standard security settings.
To open this tab, choose Setup > System Configuration.
note
Depending on your security configuration, you may be prompted to enter the master password before you can open the System Configuration dialog.
Fields & buttons
Master Password
Enter the master password in this field to access security options. There is no master password assigned during the installation of Digita FileCabinet. To create or modify the master password, click the Modify button in the Security tab of the System Configuration dialog.
Modify button
Click this button to open the Modify Master Password dialog, where you can assign or modify a master password.
Standard security
The following fields appear if you are using standard security options.
Security options
Shows the security options. Mark and clear the appropriate checkboxes to set up your security configuration. A description of the option that is currently highlighted appears in the box at the bottom of this tab.
note
If you try to modify the security options before a master password has been assigned, Digita FileCabinet will prompt you to assign one.
Description
Provides a description of the option that is highlighted in the list of security options above.
Advanced security
The following fields appear if your firm has enabled advanced security options.
Assign unknown users to
Click this option to assign unknown users to a specified group. Select the appropriate group from the adjacent drop-down list.
When users who have not been assigned to a group open Digita FileCabinet, they will be placed in the group you select for this option.
note
By default, all unknown users are assigned to the $Guests group.
Do not allow unknown users to access Digita FileCabinet
Click this option to restrict access to Digita FileCabinet for unknown users. Any user who has not been assigned to a group will not be able to access Digita FileCabinet.
Instruct users to contact for assistance
Enter assistance information for users in this field. For example, you could enter a name and phone number for users to call if they have questions about their current group and privilege settings. This information will appear in the Details area of the Privilege Details message that appears under the following conditions.
- When a user attempts to access a restricted area of Digita FileCabinet.
- When theDo not allow unknown users to access Digita FileCabinetoption has been selected in the Setup > System Configuration > Security tab and an unknown user attempts to open Digita FileCabinet.
Enable Standard Security button
Click this button to enable standard security features. When standard security is enabled, access to certain areas of Digita FileCabinet is controlled with a master password, instead of through the settings that control access when advanced security is enabled.