Introduction

The Security menu provides the system administrator access to the platform's management and maintenance items. Users and their roles/permissions can be managed from the security pages, as well as IP address access/restrictions. In addition, the platform's open sessions and sessions' history can be monitored.

Use the following guidelines for implementing security in your Connect platform:

  1. Change the password of the Connect platform administrator. Enter a ticket through Solutions Support Center to request the current password and instructions for changing the Connect platform administrator password.

  2. Create the system administrator.

  3. Create practices.

  4. Create user accounts (including roles).

  5. Set user password policies.
  6. Monitor user session activity and session history.

 

Security activities can be accessed under the Security menu on the Home page. 

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