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 |
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. |
Client Timeout | This setting determines how much inactivity workers can have in Penelope before being automatically logged out. |
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
| 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. |
Other Passwords | 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.
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
Navigate to User Setup > Security > Settings tab and click Edit.
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.
Click Save.
Enable or Disable Locking of all Notes on Closing of a Service File
Navigate to User Setup > Security > Settings tab and click Edit.
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 Service To prevent all Event and Service File Notes from locking when the service file is closed, clear the Lock All Notes on Closing of Service
Click Save.
Enable or Disable Admin-Exec Access to Event Notes
Navigate to User Setup > Security > Settings tab and click Edit.
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.
Click Save.
Modify Who Can Edit Event Notes
Navigate to User Setup > Security > Settings tab and click Edit.
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 workers To not apply restrictions (apart from Security Class settings) to editing of Event Notes, in the Restrict Edit Event Notes section, click the No Restrictions
Click Save.
Modify the Timeout Settings
Navigate to User Setup > Security > Settings tab and click Edit.
In the General section > Client Timeout field, type how long workers can be inactive in Penelope (duration in minutes).
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
Navigate to User Setup > Security > Settings tab and click Edit.
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.
Click Save.