Security settings

For more information about setting up for security generally, including passwords and user permissions, see Security.

This page summarises Case Manager's global security settings. You can customise these settings to suit your business processes and policies.

Note that the User Forgets Password feature can only be switched on from the web version of Case Manager.

Global security settings

To access the settings select Tools > Options from the main menu and click the Security tab.

After making changes click OK to save them and close the window. Alternatively select Apply to just save and apply them.

A Authentication settings

The first section covers the settings required to set up for Microsoft, MFA and Case Manager.

B Password settings

All the password specifications and requirements are defined in the top part of the screen.

See Password settings for information about these, including best practice for maximising the risk of unauthorised logins.

C Scheduled maintenance

You can schedule a maintenance window that logs all users off the system and allows maintenance activities.

See Scheduled maintenance for details.

D Mobile timout

This setting determines the mobile session timeout, i.e. the number of minutes the mobile app will be open without no activity before it automatically logs the current user out.

This provides security if the phone is lost or stolen, see Login security.

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