The User Options can be accessed via the following Navigator menu path:

Setup Tools > Setup Wizard > Users and Security 


  • We suggest that you start by identifying key roles in your organization and setting up security for each role
  • The idea when you get started is to get a feel for what types of options are there.
  • You won't have a clear picture of how you are going to use the software so use the setup of each role as a starting place, knowing that tweaks may be needed down the road