# About Security

The Security feature built into MetraNet is very powerful and flexible. Unfortunately, with the power comes a fair degree of complexity. In order to understand how you can use Security (also known as Auth/Auth, which stands for Authentication and Authorization), let's look at a few scenarios.

The following table lists some related tasks that you might wish to perform at some point while working in MetraCare.

If You Want To: | You Should:
Have all new CSR accounts you create to be able to log onto both MetraCare and MOM... | Change the Default CSR Policy
Give a current CSR the ability to log onto both MetraCare and MOM... | Update a CSR
Give several CSR accounts (some that exist, and some you might create in the future) the ability to log onto both MetraCare and MOM... | Create a new Role

## Change the Default CSR Policy

Goal: All CSR accounts you create in the future will, by default, be able to log onto both MetraCare and MOM.

1. Select CSR Default Security Policy from the Administration menu.

The MetraCare User role should be the only one listed (unless someone has already updated the CSR Default Security policy on your system).

2. Click Add Role.

3. Select the MOM User role.

4. Click OK.

Both the MetraCare User and MOM User roles are listed on the screen.

All new CSR accounts you create from this point forward (until you again update the default CSR security policy) will, by default, have the ability to log onto both MOM and MetraCare.

## Update CSR

Goal: A particular CSR account you choose will be able to log onto both MetraCare and MOM.

1. Select Update CSR from the Administration menu.

2. Click next to the CSR account you wish to update.

3. Click Add Role.

4. Select the MOM User role.

5. Click OK.

Both the MetraCare User and MOM User roles are listed on the screen.

This CSR can now log onto both MOM and MetraCare.

## Create a Role

Goal: Easily assign any CSR account you choose the ability to log onto both MetraCare and MOM.

1. Select Manage Roles from the Administration menu.

2. Click Add Role, and fill in the fields:

Name: "MetraCare and MOM user"

Role Description: "Can login to MOM and MetraCare"

Subscriber Assignable: No (unchecked)

CSR Assignable: No (unchecked)

3. Click OK.

Your newly created role is listed on the screen.

You can now assign this role as needed; to any current CSRs, or to any you create in the future.

## See Also

About Roles and Capabilities

Guard application log on