Setting User Security

Ankota comes with a set of pre-configured security roles  that determine what users can see and do based on their Role and the  Templates assigned to each user.

HOWEVER, since every  agency operates differently, it is critical that we work with your  agency individually to ensure that Roles and Templates are set up per  your agency’s preferences.

We have identified that the  "best practice" for setup of Roles and Templates is to first define the  "Super Admin" role, and then discuss with the customer the other roles,  since they will all be subsets of the Super Admin role.  For example:

• Set up the “Super Admin” Role to have access to all Ankota features and screens.
• For  the “HR” role, we copy the “Super Admin” role, and then remove the  unwanted Modules and Templates (e.g., take out the Billing Module, then  go to the Reports Module Pages and remove the billing related reports).
• We  set up the “Billing” Role the same way and so on, each time copying the  “Super Admin” Role, then working from there to subtract the desired  areas, screens, functions and fields.