General security settings are high-level security settings in Penelope that affect general access to information. These security settings are configurable from a System Administration account in Penelope and are available in the Security section > Settings tab.

General Security Settings Reference

Setting

Description

Intake Books "i" Times for Other workers

If enabled, this setting allows members of the Intake-Mgmt User Group to book Intake Availability times for other workers. This setting applies to all workers in the Intake-Mgmt User Group regardless of Security Class settings.

Lock All Docs. and Notes on Closing of Service

If enabled, Penelope will automatically lock all Event and Service File notes and Documents when the Service File is closed. This action is permanent (even if the Service File is reopened); once locked, notes cannot be unlocked.

Admin. Exec. Can View Event Notes

If enabled, this setting allows members of the Admin-Exec User Group to view Event notes. This setting applies to all workers in the Admin-Exec User Group regardless of Security Class settings

Note: By default, Admin-Exec workers cannot see Event notes.

Restrict Edit Event Notes

To Assigned workers: If enabled, this setting restricts the ability to edit Event notes to only workers assigned to the Service File. This setting applies to all Service Files and all workers regardless of Security Class settings.

No Restrictions: If enabled, this setting does not apply restrictions to the editing of Event notes. Instead, access to editing Event notes will be determined by Security Class settings.

Client Timeout

This setting determines how much inactivity workers can have in Penelope before being automatically logged out.

We recommend you consider how long workers typically take to complete their session notes or lengthy documentation and factor that duration into the Client Timeout setting.

Hide worker Last Name on Ext Comm. And Doc

If enabled, this setting prevents a worker's last name from appearing in External Communications (emails and text messages from Penelope) and external documents like invoices.

Hide Site Name on Ext Comm.

If enabled, this setting prevents a site name from appearing in External Communications (emails and text messages from Penelope).

Delete Passwords

  • Individual

  • Case

  • Service File*

  • Service Event

  • Indirect Event

  • Pre-Enrollment

  • Anonymous Service

  • Funder

  • Batch Invoice

  • Invoice

  • Credit Documents

  • Referral Entry

If a password is set, a user must type the password when deleting a record of that type from Penelope. If no password is set, a password is not required to delete the record type.

*As of Penelope version 4.14.1.0 (mid 2019) the Service Event delete password (if configured) now applies to the parent Group event entries in addition to the Group Service File events and regular Service Events. Previously no password was required when deleting the parent Group event entry when the Service Event Delete was configured.

Other Passwords
Deposit Revert to Outstanding

If a password is set in this field, a user must type the password when trying to revert a Deposit to outstanding. If no password is set, a password is not required to delete a revert a Deposit to outstanding.

Configure General Security Settings for the First Time

Prerequisite: You must be logged in to Penelope using a System Administrator account.

1. In the User Setup section, click Security.

2. On the Settings tab, click Edit.

Edit view of the General Security Settings

3. In the General section, configure the options as applicable to your organization’s needs. Review the General Security Settings reference for more detail as needed.

4. In the Delete Passwords and Other Passwords sections, type a password in each field that you would like a delete password be required to delete the feature type.

5. Click Save.

Modifying General Security Settings

Modify “i” Times for Other Workers

  1. Navigate to User Setup > Security > Settings tab and click Edit.

  2. In the General section, complete one of the following options:To enable workers with Intake-Mgmt permissions to book “i” times for other workers, click the Intake Books “i” Times for Other workers option.To prevent workers with Intake-Mgmt permissions from booking “i” times for other workers, clear the Intake Books “i” Times for Other workers option.

  3. Click Save.

Enable or Disable Locking of all Notes on Closing of a Service File

  1. Navigate to User Setup > Security > Settings tab and click Edit.

  2. In the General section, complete one of the following options:To lock all Event and Service File Notes when the service file is closed, click the Lock All Notes on Closing of ServiceTo prevent all Event and Service File Notes from locking when the service file is closed, clear the Lock All Notes on Closing of Service

  3. Click Save.

Enable or Disable Admin-Exec Access to Event Notes

  1. Navigate to User Setup > Security > Settings tab and click Edit.

  2. In the General section, complete one of the following options:To enable workers with Admin-Exec permissions to view Event notes, click the Exec. Can View Event Notes option.To prevent workers with Admin-Exec permissions from viewing Event notes, clear the Exec. Can View Event Notes option.

  3. Click Save.

Modify Who Can Edit Event Notes

  1. Navigate to User Setup > Security > Settings tab and click Edit.

  2. In the General section, complete one of the following options:To restrict editing of Event notes to assigned workers only, in the Restrict Edit Event Notes section, click the To Assigned workersTo not apply restrictions (apart from Security Class settings) to editing of Event Notes, in the Restrict Edit Event Notes section, click the No Restrictions

  3. Click Save.

Modify the Timeout Settings

  1. Navigate to User Setup > Security > Settings tab and click Edit.

  2. In the General section > Client Timeout field, type how long workers can be inactive in Penelope (duration in minutes).

  3. Click Save.

Hide or Show Worker Last Names on External Communications and Documents

1. Navigate to User Setup > Security > Settings tab and click Edit.

2. In the General section, complete one of the following options:

  • To allow a worker’s last name to appear in External Communications and Documents, clear the Hide worker Last Name on Ext Comm. and Doc. option.

  • To prevent a worker’s last name from appearing in External Communications and Documents, click the Hide worker Last Name on Ext Comm. and Doc. option.

3. Click Save.

Hide or Show Site Name on External Communications

1. Navigate to User Setup > Security > Settings tab and click Edit.

2. In the General section, complete one of the following options:

  • To allow a site name to appear in External Communications, clear the Hide Site Name on Ext Comm. option.

  • To prevent a site name from appearing in External Communications, click the Hide Site Name on Ext Comm. option.

3. Click Save.

Modify a Delete Password

  1. Navigate to User Setup > Security > Settings tab and click Edit.

  2. In the Delete Passwords and Other Passwords sections, complete one of the following actions for each of the feature types you want to modify:To require that a worker provide a delete password to delete the feature type, in the password field, type a custom password.To allow workers to delete the feature type without a password, in the password field, remove the password.

  3. Click Save.

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