General Access Permissions

The General Access group controls access to certain important areas of Needles. Select the Set All option above the Enabled, Add, Modify and Delete columns to give full access or no access to all the areas contained within the General Access group.

If “set all” is used for Add, Modify or Delete, all check boxes under the “Enabled” level for that group will automatically be selected as well.

General Access

Below is a list of the permissions that can be set to control access to the specified areas in the Needles program.

Firm Preferences

The permissions that control access to the Firm Preferences tabs are displayed below. This setting applies to all Firm Preferences tabs accessed from the File menu. The Add and Delete permissions apply to tabs where multiple items can be added such as the Document View/Manager and Custom Buttons tabs.

Setting all options as shown above will grant the following permissions:

Interfaces

The permissions that control access to the Interface settings are displayed below. This setting applies to all Interfaces tabs accessible from the File menu.

Setting all options as shown above will grant the following permissions:

User Defined Reports

The permissions that control access to the Report Library and to the Report Designer are displayed below. There are separate permissions on the Report Access Tab for controlling access to each individual report .

Setting all options as shown above will grant the following permissions:

Version Information

The permissions that control access to the Version Information tab located in the About Needles section are displayed below.

Setting all options as shown above will grant the following permissions:

WEB User ID/Password

The permissions that control access to the WEB User ID/Password feature are displayed below.

Setting all options as shown above will grant the following permissions:

Zip Code Maintenance

The permissions that control access to the Zip Code Maintenance feature are displayed below.

Setting all options as shown above will grant the following permissions: