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Overview of PageGate Security Features Video Tutorial

Overview of PageGate Security Features


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Overview of PageGate Security Options Transcript for Video:
Welcome to the overview of PageGate’s security system. In this tutorial, we’ll be going over the different types of security available in the PageGate Admin and PageGate Client.

First, let’s have a look at the security interface. Open the PageGate Admin and go to the Program – Security section.

Here in the settings section, we can see the two security options to enable the Admin and GUI Client security systems.

The PageGate Admin security system is used to control access to PageGate’s administrative functions, both in PG Admin and the GUI Client.

The PageGate Client security system is used to control access to PageGate’s GUI Client.

It’s also important to note that you absolutely should not enable the Admin security before creating at least one master administrative login. It is possible to lock yourself out of PageGate if you enable the Admin security but haven’t configured any Admin level accounts, which leads us in to how to create security accounts.

Here in the Users section, we can create and edit security profiles. To start, let’s add a master admin account.

To do so, click Add.

Give the account a name. The specific username doesn’t really matter and is entirely up to you.

Give the account a password. It goes without saying that you really need this password, so don’t lose it.

On the right, check Administrator and Client Administrator, and then click Apply.

Now that we have a master admin account, we can take a look at what sorts of permissions we can assign.

First, let’s go over how to grant a user access to the PageGate Admin.

Click ‘Add’ to add a new user.

The first option we want to highlight is ‘Use Windows Login Credentials’. If this option is enabled and the username matches the windows login name of the user, this will automatically log them in with their associated rights. If this option isn’t enabled, you’ll need to specify a password in the ‘Password’ field and when the user attempts to open the program
 
On the right, we have this list of Rights that can be assigned to users.

Administrator grants access to all administrative functions in the PG Admin and GUI Client.

Interfaces grants access to the Interfaces section of the Admin.

Connectors grants access to the Connectors section of the Admin.

Carriers grants access to the Carriers section of the Admin.

To get in to the recipients, groups and display group rights, let’s go over what ‘ownership’ means first.

In the advanced sub-section of every recipient and group in the program, you’ll see a ‘Manager’ field. If a security user is set as the manager, they are considered to have ownership of the record.

That leads us to Aliases. Aliases are a way of granting users permission to access owned records.

For example, we could create a security user named ‘Secondary Admins’ and grant it the ‘own recipients’, ‘own groups’ and ‘own display groups’ rights. Then, we could go in to the Advanced sub-section of a specific collection of recipients and groups and mark them as managed by the ‘Secondary Admins’.

Then we could create a user for one of the secondary admins and set the Alias to ‘Secondary Admins’. This tells the security system that this user should only see the recipient, group and display groups the ‘Secondary Admins’ account is set to manage.

Alternatively, All Recipients, All Groups and All Display Groups grant access to every recipient, group or display group.

Reports grants access to the Reports section of the Admin.

Client Administrator grants access to the Setup and Display Options in the GUI Client.

Client grants basic access to the GUI Client.

Here on the left, we have a few other settings for your security users.

If you want to lock this security user to a display group, select it from the dropdown. For more information on configuring display groups, please see our Display Groups video tutorial.

For example, let’s say we’re working with a security user who just needs access to the PageGate Client. Not only that, we want to tie their security user to a display group. That way, that user can go to any workstation that has the GUI Client and their login will only ever allow them to see the recipients and groups you’ve specified in the display group their security account is tied to.  The display groups can only restrict what the GUI Client is allowed to display.

To restrict what records are displayed in the PG Admin, please use the ‘Manager’ function described earlier.

Next we have Sender. If you want to assign a static sender’s name value to this user, you can do so here. This will determine the sender’s name for any messages sent by this user, regardless of which system they log in to.

Station numbers provide an identifying number for PageGate and make it easy to track sent messages. The station number also has a special function in the GUI Client.

Workstations and security users that share a station number will be able to see and report on each other’s messages. Workstations and users that do not share a station number will only be able to see and report on messages sent from their station ID; they won’t be able to see or report on any other workstation’s messages.

The Presets File option allows you to specify whether this security user should have a specific set of GUI Client preset messages associated with it. This will also tie the user to the presets specified.

When finished, click Apply and you can add as many security users as you may need with whatever rights are appropriate.

This concludes the overview of PageGate’s security system. For more information, including how to configure and use Display Groups with the GUI Client, please visit our website, www.notepage.net

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