Security: Users, Roles, Access to Genesis

Security 101: Setup Security, Users, and Roles (1:12:03)

Recorded by Emily on 1/16/26

00:00:10 - Creating Genesis User Accounts 

00:03:55 - Overview of Account Fields 

00:12:20 - Login as Another User 

00:22:00 - Managing Access Roles 

00:28:25 - Assigning Role Permissions 

00:32:30 - Canned Genesis Role Library 

00:41:19 - Assigning User Genesis Access 

00:47:51 - Granting Access to Reports 

00:51:18 - Reference List of Genesis Screens 

00:55:15 - Managing Staff Member Records 

01:04:00 - Connect User to a Staff Member Identity 

Advanced Security: Tools and Best Password Practices (24:44)

Recorded by Evan on 2/10/15