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Give users access to FocalPoint Administrator and Workflow Forms

All users have the potential to access FocalPoint Administrator and Workflow Forms Designer. Grant them access through Access Evo roles, and ensure they are in a FocalPoint profile with the correct permissions. If they are in the same profile as users who already have access, no further changes are needed. If they are in a different profile, follow the steps below.

  1. Log in to FocalPoint Administrator as an existing admin user.

  2. Browse to **System Control**, **Security Profiles**.

  3. Select the profile the user is in and click **Edit**.

  4. On the **General** tab, select the **Allow Workflow Forms Designer Logon** checkbox.

  5. Click **OK** to save any changes.

To ensure that the profile has access to the required menus in Administrator:

  1. Log in to FocalPoint Administrator as an existing admin user.

  2. Browse to **System Control**, **Security Profiles**.

  3. Select the profile the user is in and click **Edit**.

  4. Click the **Security** tab.

  5. The options for FocalPoint Administrator itself are in the folders Records, Dimensions, System Options and System Control - each of which corresponds to a menu in Administrator itself. Under each of these is a range of options, which you can set accordingly for the profile

  6. Click **OK** to save any changes.

Be aware that any changes to a profile will affect all users within it. However, unless users are granted the roles in Access Evo, they will not be able to access Workflow Forms or FocalPoint Administrator.

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