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PageGate Security Setup Video Tutorial

PageGate Security Setup

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PageGate Security Introduction Transcript for Video:
Welcome to the tutorial on how to configure the Security Options within the PageGate Admin.

The first step is to run the PageGate Admin, so go to your start menu, go to Programs, find the PageGate program group, and left click on PageGate Admin.

Once in the Admin, left click on the + next to Program.

Then click on the + next to Security and left click on Users.

It is important to note that you should configure at least one administrative user before enabling the program security.

In the Security Users box, left click on the Add button.

Unlike previous versions of PageGate, the security in PageGate version 5 is based on usernames and passwords that have individual permissions, rather than passwords for blanket access to certain functions.

So, the first step is to give this security user a username.

Remember, the first use you should configure should always be your 'master' administrative account.

Below the username field, you'll see a Use Windows Login Credentials checkbox. This tells PageGate that if the Windows login credentials that a user is logged in with matches the credentials in PageGate, to grant them access.

Typically, you do NOT want this enabled for your master administrative account.

The next option is Alias. If you want this user to have an alias as another user, select it from the dropdown.

The next option is Display Group. If this is set, this user will only ever see or be able to modify or report on the members of the display group they are locked to.

Below that is Sender. If you want to hard code a sender's value that this user will always have assigned to them regardless of the workstation they log in on or what the client has as a sender's name, enter it here.

Next is Station. If you want a unique Station ID to be assigned to this user, enter it here. Be sure not to use any number lower than 10.

Below that is Presets file. If you want to tie this user to a specific presets file, rather than use the options for whatever client they happen to log in to, enter the full path to the presets file here.

On the right hand side, you'll see the list of possible rights to assign.

If Administrator is checked, this user will be considered a PageGate Admin administrator and will be given all rights to all functions.

THIS SHOULD BE ENABLED FOR YOUR MASTER ADMINISTRATIVE ACCOUNT.

Below that is Interfaces. If this is enabled, this user will be able to see and modify the interfaces section of the PageGate Admin.

Below that is Connectors. If this is enabled, the user will be able to see and modify the Connectors section of the PageGate Admin.

Below that is Carriers. If this is enabled, the user will be able to see and modify the Carriers section of the PageGate Admin.

Below that is All Recipients. If this is enabled, the user will be able to see and modify All Recipients within PageGate Admin.

Below that is Own Recipients. If this is enabled, the user will only be able to see and modify those recipients which they've created or are marked as the 'owner' of.

Below that is All Groups. If this is enabled, the user will be able to see and modify All Groups within PageGate Admin.

Below that is Own Groups. If this is enabled, the user will only be able to see and modify Groups which they've created or are marked as the 'owner' of within PageGate Admin.

Below that is All Display Groups. If this is enabled, the user will be able to see and modify All Display Groups within PageGate Admin.

Below that is All Display Groups. If this is enabled, the user will be able to see and modify All Display Groups within PageGate Admin.

Next is Reports. If this is enabled, this user will be able to run reports from the PageGate Admin.

Next is Client Administrator. If this is enabled, this user will be considered a PageGate Client administrator and will be given all rights to all functions within the Client.

THIS SHOULD BE ENABLED FOR YOUR MASTER ADMINISTRATIVE ACCOUNT.

The final option is Client. If this is enabled, this user may access the PageGate Client.

After setting your user's rights, permissions, and settings, left click on Apply.

After adding all of your security users, left click on Close.

Next, we need to enable the security, so go to the Settings section under the Security there on the left hand side.

In the base security settings, you'll notice that we have two options:

Enable PageGate Admin Security and Enable GUI Client Security.

If you wish to restrict access to sections and functions of the PageGate Admin, enable the Admin Security.

If you wish to restrict access to sections and functions of the PageGate Client, enable the Client Security.

If you wish to restrict access to sections and functions of both programs, enable both options.

After setting your security preferences, left click on Apply.

This concludes the tutorial on how to configure the security options within the PageGate Admin. For more tutorials, including how to configure the PageGate Client's Display Options, please visit our website, www.notepage.net

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