Operator Preferences

Security Menu Item -> Operators -> Operator Preferences

The Operator Preferences window displays a list of all operators that have previously logged in to Patriot 6.

Operator Preferences screen
The Operator Preferences screen

From this window you can change an operator’s preferences by clicking on an operator in the list.

Automatic Log Out settings

Operator Restrictions

Note: This feature is only available for Enterprise version or Enterprise Response module is registered to your license.

Warning: For better performance, it is recommended to have no more than 5 site groupings/action plans assigned to an operator.

The user maintenance, client alias maintenance page and the operator logs maintenance page does not enforce any client access restrictions. Please make sure that operators who have client access restrictions have appropriate security rights for viewing operator logs and user maintenance.

General Settings

No Global User Changes Warning

You can control if a warning message is displayed when changing a user's Global details. A user's Global Details apply to all clients this user is assigned to, so there changes can have widespread effects. Unchecking to option, will display the warning. You can then also control the tolerance of the warning. The value is the number of clients that user must be assigned to before the warning is shown. Setting to a high value will mean you only see the warning if the user is assigned to many clients. There is a maximum value of 10 for the tolerance.

Dealer Settings

Client ID Range

If the selected operator is a Dealer then you can set a client ID range to restrict new clients inserted for and by the dealer.(see Insert Clients for more information)

Dealer
Dealers can be allocated a restricted range of Client IDs.

Please Note, this section is only available to Dealer Access type operator and Dealer / Bureau module registered.

Phone Dialler

Enable Call Popping (Requires TAPI Module) - Using the Call Popping feature (see Call Popping), this will automatically pop up the clients search window if clients with users matching the incoming Caller ID is found.

CallPoppingSearchSettings