Description of Issue

There are certain actions we want our administrators to do, which we do not want support to be able to do when they remote into our environment. Is there a way to create a role for support so that we can restrict certain actions?

Context

TPAR
Parks & Rec
Tyler Parks and Recreation

Cause

Instructional

Resolution

Navigate to Administration > System Setup > User Roles.
Create.
Enter Role Name of Tyler Support. Description as desired.
Uncheck Allow Sensitive Contact Information.
In the Rights tab, set restrictions as desired.
1. Recommended: Remove Delete privilege from all Contact, Location, Transaction, Parks & Rec Setup, Cashier Setup, and System Setup settings. Under Cashier Setup, remove ability to Create Banks, Payment Methods, GL Accounts, Fees, Fee Schedules.
2. Not Recommended: Adjusting Visibility or Editing for any setting. Do not restrict any settings for System Log, Contacts, Transactions, Invoices, Classes, Rentals, Memberships.
Adjust Report and Refund Rights as desired. Save.
Navigate to Administration > System Setup > Users.
Edit the Support Account user.
Adjust User Role to role created in above steps.
Save. Repeat for any additional Support Accounts.

Additional Information

How to Set up TPAR to Support PASC

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