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Getting Started

In addition to the standard Access Groups used to control limited module access to the netFORUM Pro application for users, netFORUM Pro now includes the implementation of Security Groups for netFORUM Pro application users. Security Groups add much more precise control over both an organization’s user access, and module and child form manipulation, including:

  • Four baseline Security Groups:
    • Accounting
    • Customer Service
    • Events Management
    • Executive
  • Precise module control access that enables adding and removing all netFORUM Pro modules to and from Security Groups
  • The ability to add new Security Groups in addition to the baseline Security Groups
  • The ability to go beyond the module level and control access at the child form level with view and read-only access management in each Security Group

Security Groups are an advanced netFORUM Pro feature that require additional implementation and training. Further, this feature is only available for the netFORUM Pro application. To request this feature, contact a Customer Support representative to arrange implementation and training.

Who Should Use This Document

This document assumes that you:

  • are a licensed user of netFORUM Pro
  • have Administrator level Access Group rights
  • have completed Security Group Setup and Configuration training

Once you have completed training, your Security Group access will be provided by the netFORUM Pro Customer Support Team.

Note: A good working-knowledge of the netFORUM Pro application is assumed before you begin working with Security Groups. This document does not detail how to use other functions or features of netFORUM Pro. Security Group setup and configuration is for advanced netFORUM Pro users only. Use of this functionality poses a risk to your user’s access and rights.

Support, Training, and Documentation

The latest training videos and online schedule can always be found on the Welcome module tab within the netFORUM Pro application. Release notes can be found under the netFORUM Pro Released link. To reach the netFORUM Pro support team, submit a ticket online or call 1-866-623-3629.