As part of your policy planning and setting you should have set out who in your business will be allowed to use the software, what entities and functionality they will be allowed to use to match the User Roles set above.

This involves determining and creating User Roles (within the systems maintenance module) to set authority levels and access rights. By doing this now you will save a great deal of later maintenance.

These security settings based on delegations, business groups and operational areas within your organisation.

The following matters need to be considered:

·      User groups that are allowed to access the software and defining their functional roles

·      Delegations including, budget authority and over run rules

·      Roles and responsibilities for tasks and process, ie who can create work orders, projects, assign tenants etc

·      The organisations GST Tax rules and group reporting requirements

·      Others that may be identified.