Setting Security Access Profiles

Administrators can apply security access profiles to users based on their role. These profiles can be edited for custom application.

1. Sign in to AbacusLaw by CARET as an Administrator.
   
   
2. Select File > Setup > Security.
   
   
3. The Security Access Profiles window opens. If you need to change a profile, highlight it and click Edit.
   
   
   
   
4. Once the appropriate security access profiles are set, change the specific user's security settings by selecting File > Setup > User Manager.
   
   
5. The User Manager window opens. Select the user you want to modify and click Security profile.
   
6. The Security Access Profiles window opens again. Highlight the security access profile to assign to the selected user and click Done.