Dalton Files and Furniture Dalton Files and Furniture
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Dalton Files and Furniture

DALPRO FILE FINDER

Product Tour - Administration

Administration functions to make file management easy
Simple functions for managing user access and controlling file attributes.

Manage user and file security

DALPRO provides you with a simple facility to control a wide range of security options.

The User is at the centre of access control and security in DALPRO. Use the Staff Tab to create a user, then use the User Tab to assign a priviledge class (Basic, Advanced or Administrator).
Use the Classes Tab to manage which users belong to which priviledge classes.
The Security and AccessTabs allow you to control which DALPRO functions (such as "Add Customer" or "Remove File Room") can be used by each priviledge class.

Manage file types

File types are useful for controlling the types of file you can create in DALPRO.

 

File types will restrict the location (unit or office) of files, and define a default expiry date for files.

Manage file rooms

File Rooms are the 'home locations' that files will are returned to after being issued.

 

Create a room for each physical location you use to store files. You can have rooms in different locations, or for different purposes, such as 'Normal' or 'Archive'.

Manage service lines

Service Lines can be used to track how your files relate to the types of service (or product) you sell.

 

Create a service line for each relevant line of services or products that your business sells. As you create each file, you can select the relevant service line.


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