SalesPad Desktop’s Security Editor module can be a tough nut to crack. It’s the control center for the entire application, and simply navigating through all the information can be a bit intimidating.
Luckily, we’ve got a few tricks up our sleeve that can help shed a little light in some of the darker corners. Here’s our five favorite ways to make working in Security Editor a little less daunting.
1. Find Securities Fast
If you’re looking to quickly locate the security settings for a specific module, it’s as easy as right-clicking the module tab, then clicking on the Security button. This will open up Security Editor to the exact securities related to the module.
For example, right-clicking on the Customer Search tab and clicking the Security button will open Security Editor with the Customer Search securities visible.
This also works with sub-tabs, such as those found across the bottom of the Inventory Lookup module.
2. Print a List
“Ok, but is there any way I can print a report of all the different securities and sub-securities?” you ask.
We get this question a lot, and for good reason. The list of securities is a long one, and sometimes it’s nice to see all securities and all subsettings while scrolling through the whole list. With the Print User Security plugin, it’s possible to print either a list of securities by user group, or print a security report that compares the settings between two security groups.
Be careful before printing, though, as these reports can get fairly lengthy. We recommend printing to a PDF file over saving on paper. Printing to a PDF doesn’t just save on physical paper - it also makes the report easier to search through using the Ctrl + F function.
3. Apply to All Groups Simultaneously
This one can be a great time saver, and is particularly handy if you have a high number of security groups.
When you make a change that you know you want to apply to more than one security group, there’s no need to manually cycle through each group and re-apply the change. Right-clicking on any sub-securities brings up options to either apply the selected subsetting to one specific group, or to apply it to every group.
4. Gather All Your Scripts in One Place
Ok, so this isn’t exactly in Security Editor, but in a blog post about making Security Editor a little more manageable, this one is too useful to ignore.
There’s no point in endlessly scrolling through different security groups to find areas where you might have scripting. The Security Script Manager module highlights the areas where you have any existing scripting. Plugins with scripting are highlighted in red, and plugins that don’t have any will appear as plain black text.
This is helpful when trying to quickly locate areas where you might have scripting, but you’re not 100% sure where to find it. Instead of checking each individual security for a script, a quick glance will tell you everything you need to know.
5. Get The Perfect Documentation Help
Need more information on how to use a particular security or module? Right-clicking on a security name will bring up the option to open your web browser to the documentation page for the selected module.
This is a fantastic way to take a deeper dive into the more technical side of what a given security has control over.
There you have it!
That wasn’t so bad, was it? Sure Security Editor has a lot going on, but with a little bit of experience and some help from a few handy tips, you’ll have the beast tamed in no time.
To learn even more about effectively using Security Editor, contact us! We offer specialized training sessions as well as technical support. Our goal is to make your business a success, and we love hearing from our customers!