Manage - Secured Modules

How to manage secured modules in SalesLink - Executive.

Quick Reference

• The Manage - Secured Modules screen in SalesLink - Executive allows administrators to manage which secured modules other SalesLink users are able to access. To access this screen, open SalesLink - Executive and navigate to Settings (gear icon in the top-right corner of the screen) → Manage - Secured Modules.
• Click on a module in the list of secured modules to view and edit the list of Users that have access to it.
• When viewing a secured module:
  • Click “All Modules” to return to the module list.
  • Click the “Add” button to add more Users to the secured module.
  • Click the “Delete” button to revoke a User’s access to the secured module.
  • Click the “Edit” button to add comments to a User.
  • Select one or more Users, then click the “Delete Sel” button to revoke permissions in bulk.
• When adding Users to a secured module:
  • Click the “Add” button to grant a User access to the module.
  • Select one or more Users, then click the “Add Sel” button to grant permissions in bulk.

Introduction

The Manage - Secured Modules screen in SalesLink - Executive allows administrators to manage which secured modules other SalesLink users are able to access.

To access this screen, open SalesLink - Executive and navigate to Settings (gear icon in the top-right corner of the screen) → Manage - Secured Modules.

Module List

1. Module List
   The list of secured modules is displayed here. Each module has a description and a count of users who are able to access it.
2. Show Internal Users Toggle
   This toggle determines whether internal users are included in the count of users under the “Members” column.
3. Secured Module
   Click on the name of a secured module to view and manage its user list. See “Manage Module” for more information.

Manage Module

Click on a module’s name in the module list to view and edit the list of users who can access it.

1. All Modules
   Click “All Modules” to return to the module list.
2. User List
   The users who have access to the current secure module are listed here.
3. Show Internal Users Toggle
   This toggle determines whether internal users are included in the user list.
4. Add Button
   Click to give one or more users access to the current secure module. See “Add New User” for more information.
5. Edit Button
   Click to edit comments for a user. Clicking this button once will change the “Edit” button to a “Save” button and enable the Comments field for editing. Click the “Save” button to save your changes.
6. Select User Checkbox
   Click to select a user. Multiple users can be selected at once, then deleted in bulk using the “Delete Sel” button.
7. Delete Sel Button
   Click to remove all selected users from the user list, disabling their access to the current secured module.

Add New User

Click the Add button in the top-right or bottom-right corner of the user list to add users to the secured module. This will open the Add New User window.

1. User List
   CloudLink Users who do not currently have access to the current secured module will be listed here.
2. Administrator Icon
   Administrators will be indicated with an admin icon .
3. Add Button
   Click to grant the User access to the current secured module.
4. Select User Checkbox
   Click to select a user. Multiple users can be selected at once, then given access in bulk using the “Add Sel” button.
5. Add Sel Button
   Click to grant all selected Users access to the current secured module.