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• Dial 877-746-4263 • Enter Participant Code 02 11 940# • Please mute your phones before the webinar begins to ensure there are no interruptions.

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User Permissions in WinTen2+

Tuesday, August 7, 2012

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Mark Huffer

 Phone: 877-359-5492 x1222 Email: [email protected]

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Connect to Audio

 Dial 877-746-4263  Enter Participant Code 02 11 940 #

July 2012 TenMastery Series

WinTen 2 webinars are conducted every Tuesday at 11:00 am EST. Recorded versions of each training will be added 24-48 hrs after the live training.

 8/14– Earned Income Disallowance   Instructor – Gina Weaver What is EID? How is it handled in the software. Attend this webinar, get answers and learn more about EID.

 8/21– Public Housing Move Outs in ORC  Instructor – Melissa Newton  What needs to happen in ORC when a PH tenant moves out? How is a refund requested if the tenant has Security Deposit left over? Attend this webinar and get a detailed look into moving Public Housing tenants out of ORC.

 8/28– Scribe – 7th Training Session   Instructor – Sherry Hosler During this webinar, parameters and calculated fields will be reviewed. Several useful calculated fields will be used as well as small scripts for altering the appearance of your parameters. When the letter is finished, there will be a review of batch printing and using the filters provided there.

Who can give users access to the new 2+ programs? How is a user given access to the new 2+ programs? Attend this webinar to get the answers you need!  Getting into WinTen2+  Adding a User in WinTen2+   Deciding on a Parent schema Assigning a Parent User   Assigning Permissions through Form Security      Accessing Form Security Who can assign permissions?

Assigning permissions by form Assigning Permissions by group Removing group permissions Calendar (as of DB 156)  Authorization Setup

 Click on the WinTen2+ button in TenCentral

 Deciding on a Parent Schema  Each user has a Parent User that can grant them permissions  Tenmast will help you setup the original Parent Users Sara Button John Dean Bruce Smith Chris Ruth

 Assigning a Parent User  Get to the WinTen2+ User from the Form Security screen

 Assigning a Parent User  Double click on the user to the User Details page  Select the Parent User

 Accessing Form Security  You can access Form Security from all screens in WinTen2+

 Accessing Form Security  You can access Form Security from all screens in WinTen2+

 Who can assign permissions?

 The Parent User of the who you are trying to assign permissions  Any user above that Parent User in the Parent Schema  The Parent User can only grant access to security privileges that they have

 Assigning permissions by form  Go into the screen that you want to give access to  Click on Form Security  Highlight the user you want to grant access  Click on the permissions below

 Assigning permissions by form  To give full permissions  Click on the top checkbox  To give partial permissions  Click on the individual checkbox

 Assigning Permissions by group  Go into the screen that you want to give access to  Click on Form Security  Double-click the user you want to grant access  Click on the Groups and Privileges tab  Highlight the Available Privilege Group  Click on the right arrow to move it to the Assigned Privilege Groups *** Currently Privilege Groups are established by Tenmast. That will expand at a later time to User Defined Privilege Groups

 Assigning Permissions by group

 Removing group permissions  Assign a Privilege Group as before  Uncheck any specific privileges you don’t want them to have and Save

 Calendar has been switched to the WinTen2+ calendar in DB 156  Authorization Setup  You can setup a user to have access to other users calendars  Combined Add/Edit/Delete authorization  Users can setup occasions for other users, even occasions tied to tenants

 Go into WinTen2+  Start typing in Authorization Setup in the search bar  Go into Authorization Setup

 Highlight the user you want to give access to  Check the other users that this person can add/edit/delete their calendar occasions

 Find the Calendar in ORC on the tenant screen

 Select the user from the drop down box that you have authorization for and create the appointment

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 877-359-5492  [email protected]

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