Security Settings

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On this tab, you can elect additional restrictions to the rights of users.  To exempt individual users from the settings on this tab, use the options on the details tab in the Users and Schedules screen for the selected individual users.  You can also use this screen to perform several system administration tasks including:

Printing an audit trail so that you can review when users have been logged into Titanium, by clicking the Print Login Audit Trail button.  (Audits can also be performed from the schedule screen.)
Permanently deleting records with no activity (purging files)
Overriding security for yourself until you log out again.  (Note:  This will allow you to make changes in system settings without having to enter your user name and password.)

 

Options on this screen include:

Reports:  Restrict access to the Reports function by clicking in the check boxes to deny users access to reports module entirely or to export raw data.  By default, all users can view and save reports, but only System Administrators can export raw data.  Use these check boxes to change permissions for entire security groups.  To exempt certain users from these settings, use the Reports pull down menu on the detail tab for the user.  (Note:  It is recommended that only users with System Administrator access be allowed to export raw data.)
Check the box to apply the same data export restrictions to print preview screens in Titanium as to the primary data export restrictions.
Schedule Views: Click in the check box to restrict Provider3 users from viewing other schedules.  (Note:  You must manually set Provider3 users to view schedules for a group of users or their own schedule if you choose this option.)
Add/Delete Clients:  Click in the check box to prevent Provider3 users from adding/deleting clients.
Restrict Editing Appointments:  Put in a number of days after which appointments cannot be edited.  (Note:  This option will lock appointments on all schedules for all users after the number of days has elapsed.  Schedules can still be viewed, even after they have been locked.)
Add Clients to My Clients list:  Use the pull down menus to choose whether clients will automatically be added to the My Clients lists of users who add those clients.
View Client Names on Other Schedules:  Use the pull down menu to choose whether Provider3 and/or Provider2 users can see client names on appointments on schedules of other users.
Set schedule for password changes:  Click in the box to enter a number of days after which users must change their Titanium password.
Set lockout time period:  Click in the box to enter a number of minutes that a user's Titanium account will be locked if there are five failed log in attempts.  (Note:  The default lock out period is 20 minutes.)
Allow Provider2 and Provider3 users to schedule:  Click the check boxes to allow Provider 2 and/or Provider 3 users the same scheduling permissions as Support Staff.
Restrict client field edits:  If you check this box, the only users who will be able to edit the client record fields are users with Support Staff security level, and those who have confidential access to the client's file.
Require stronger password:  Click in the check box to force users to enter symbols or punctuation in their passwords.
Show record of log ins:  Click in the check box to turn on a screen that shows account status, log ins and a change password button after when users log into Titanium.  (Note:  If you set Titanium to require password changes, then this screen will appear only when users are required to change their passwords.)
Require credential to change users:  Click in the check box to require System Administrators to enter user name and password before making changes to users or schedules.

 

 

 

 

For additional assistance, please email the Titanium Support team or visit us online at www.TitaniumSchedule.com.