Skip to main content

Solutions

Products

Recommended products

Questions? We are here to help.
Contact us

Purchase

Questions? We are here to help.

Resources

System configuration

System Configuration / Security tab

Show all hidden content
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 FileCabinet CS. To create or modify the master password, select the
Modify
 button in the
Security
 tab of the
System Configuration
 dialog.
Modify button
Use 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, FileCabinet CS 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
Select 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 FileCabinet CS, 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 FileCabinet CS
Select this option to restrict access to FileCabinet CS for unknown users. Any user who has not been assigned to a group will not be able to access FileCabinet CS.
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 FileCabinet CS.
  • When the
    Do not allow unknown users to access FileCabinet CS
     option has been selected in the
    Setup > System Configuration > Security
     tab and an unknown user attempts to open FileCabinet CS.
Enable Standard Security button
Select this button to enable standard security features. When standard security is enabled, access to certain areas of FileCabinet CS is controlled with a master password, instead of through the settings that control access when advanced security is enabled.

This article applies to:

  • PRODUCT: FileCabinet CS
  • Subject: Setup