Access Control / User Maintenance - Revision history

Anw: Minor formatting change

2024-07-26T13:07:22Z

Minor formatting change

Anw: Minor formatting change

2024-06-07T13:20:17Z

Minor formatting change

← Older revision		Revision as of 15:20, 7 June 2024
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	== Accessing the Screen ==		== Accessing the Screen ==
	To gain access to the screen you must be an Administrator. A Standard user will not have visible of this menu option. It can be found by selecting the 'Administration' option followed by 'Access Control'		To gain access to the screen you must be an Administrator. A Standard user will not have visible of this menu option. It can be found by selecting the 'Administration' option followed by 'Access Control'.

	[[Image:ctrl_1.png]]		[[Image:ctrl_1.png]]
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	=== Creating a New User ===		=== Creating a New User ===
	* Click the 'New' Button. The user is then populated with the screen below:		* Click the '''New''' Button. The user is then populated with the screen below:

	[[Image:ctrl_4.png]]		[[Image:ctrl_4.png]]
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	* Fill in the details on the Users screen, User Type being Internal and Based at starting with country of Residence e.g. UK.		* Fill in the details on the Users screen, User Type being Internal and Based at starting with country of Residence e.g. UK.
	* Click Save.		* Click '''Save'''.
	* The check box 'Allow Multiple concurrent sessions' allows a user to have several sessions to be opened without a warning being populated		* The check box 'Allow Multiple concurrent sessions' allows a user to have several sessions to be opened without a warning being populated.


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	{{Note}} For new users, you should:		{{Note}} For new users, you should:
	* Click Edit for the user you have just created.		* Click '''Edit''' for the user you have just created.
	* Edit users BASED_AT, COST_CENTER, ENTRY_FORM and SCHED_GROUP and click '''OK'''.		* Edit users BASED_AT, COST_CENTER, ENTRY_FORM and SCHED_GROUP and click '''OK'''.

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	=== Creating a New Group ===		=== Creating a New Group ===
	* Click Group Maintenance then New		* Click Group Maintenance then click '''New'''.
	* Give the Group a Name and Description and check Enabled		* Give the Group a Name and Description and check Enabled.
	* For each tab add or remove processes using the Add All/Remove All ~~button~~ or double clicking a process to add one at a time		* For each tab add or remove processes using the '''Add All'''/'''Remove All''' buttons or double clicking a process to add one at a time.
	* Click Save		* Click '''Save'''.


	=== Editing a Group ===		=== Editing a Group ===
	* For the ADMIN Group in the Menus tab uncheck 'In Menu?' for Interface Errors and then Save		* For the ADMIN Group in the Menus tab uncheck 'In Menu?' for Interface Errors and then click '''Save'''.
	* Exit Form and Look for this at Administration > Interfaces		* Exit Form and Look for this at Administration > Interfaces.
	* Will not be available		* Will not be available.
	* Put the Menu back where it was and click Save		* Put the Menu back where it was and click '''Save'''.
	* Check Administration > Interfaces to see it is back		* Check Administration > Interfaces to see it is back.


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	=== Adding a User to Group ===		=== Adding a User to Group ===
	Any number of users can be added to a group, this is done by highlighting the appropriate group and pressing 'Add User to Group'. A list of users not already in the group will be displayed; it is then a matter of selecting the username.		Any number of users can be added to a group, this is done by highlighting the appropriate group and pressing '''Add User to Group'''. A list of users not already in the group will be displayed; it is then a matter of selecting the username.


	To add a user to a group take the following steps:		To add a user to a group take the following steps:

	* Highlight the required Group that you want the user to be added to ~~[fig 1]~~		* Highlight the required Group that you want the user to be added to.

	* Click the 'Add User to a Group' button. A new form will be displayed ~~[fig 2]~~		* Click the '''Add User to a Group''' button. A new form will be displayed.


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	* Highlight the required user to be added ~~[fig 3]~~		* Highlight the required user to be added.

	* Click the 'Add' button ~~[fig 4]~~		* Click the '''Add''' button.


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	To Remove a User from a group take the following steps:		To Remove a User from a group take the following steps:

	*Highlight the required Group ~~[fig 1]~~		*Highlight the required Group.

	*Highlight the required User ~~[fig 2}~~		*Highlight the required User.

	*Click the 'Remove user from Group' button ~~[fig 3]~~		*Click the '''Remove user from Group''' button.

	*A pop up screen will be displayed asking the user to ~~clairfy~~ the removal of the user from the group.Click the 'OK' button to remove the user ~~[fig 4]~~		*A pop up screen will be displayed asking the user to clarify the removal of the user from the group. Click the '''OK''' button to remove the user.

	[[Image:Acc_Control_2.png\|600px]]		[[Image:Acc_Control_2.png\|600px]]
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	*Highlight the required Group ~~[fig 1]~~		*Highlight the required Group.

	*Click the 'Remove All Users from Group' button ~~[fig 2]~~. This will open a box		*Click the '''Remove All Users from Group''' button. This will open a box.

	*Click 'OK' to proceed and remove all the users ~~[fig 3]~~		*Click '''OK''' to proceed and remove all the users.

Anw: Added link to accessible functionality

2024-06-07T13:14:21Z

Added link to accessible functionality

← Older revision		Revision as of 15:14, 7 June 2024
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	* Extracts - Extracts that are accessible to the users in this group.		* Extracts - Extracts that are accessible to the users in this group.
	* Imports - Imports that are accessible to the users in this group.		* Imports - Imports that are accessible to the users in this group.

			Lists of all available tabs and functions can be found in [[Access Control - Accessible Functionality]].

			A list of all the accessible menus can be found in [[C-TMS Menu Hierarchy]].

			The Imports are variable data that is maintained in [[Imports]] maintenance.

			Available [[Extracts]] and [[Reports]] are covered in their respective sections.


	Each screen works similarly:		Each screen works similarly:
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	To make functionality inaccessible, double-click the item in the top panel and it will be removed and shown in the bottom panel.		To make functionality inaccessible, double-click the item in the top panel and it will be removed and shown in the bottom panel.


	Example - tabs:		Example - tabs:

Anw: Minor formatting change

2024-06-04T11:04:41Z

Minor formatting change

← Older revision		Revision as of 13:04, 4 June 2024
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	{{Note}} For new users, you should:		{{Note}} For new users, you should:
	* Click Edit for the user you have just created.		* Click Edit for the user you have just created.
	* Edit users BASED_AT, COST_CENTER, ENTRY_FORM and SCHED_GROUP and click OK.		* Edit users BASED_AT, COST_CENTER, ENTRY_FORM and SCHED_GROUP and click '''OK'''.

Anw: test

2024-05-17T06:55:53Z

test

← Older revision		Revision as of 08:55, 17 May 2024
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	[[Category:C-TMS User Guide\|BD-100]]		[[Category:C-TMS User Guide\|BD-100]]
	[[Category:C-TMS Admin\|130]]		[[Category:C-TMS Admin\|130]]
	[[Category:TEST\|BD-100]]		[[Category:TEST\|D-100]]
	</noinclude>		</noinclude>

Anw: test

2024-05-17T06:55:21Z

test

← Older revision		Revision as of 08:55, 17 May 2024
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	[[Category:C-TMS User Guide\|BD-100]]		[[Category:C-TMS User Guide\|BD-100]]
	[[Category:C-TMS Admin\|130]]		[[Category:C-TMS Admin\|130]]
			[[Category:TEST\|BD-100]]
	</noinclude>		</noinclude>

Anw: test

2024-05-17T06:47:03Z

test

← Older revision		Revision as of 08:47, 17 May 2024
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	[[Category:C-TMS User Guide\|BD-100]]		[[Category:C-TMS User Guide\|BD-100]]
	[[Category:C-TMS Admin\|130]]		[[Category:C-TMS Admin\|130]]
	~~[[Category:TEST\|D-100]]~~
	</noinclude>		</noinclude>

Anw: test

2024-05-17T06:45:07Z

test

← Older revision		Revision as of 08:45, 17 May 2024
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	[[Category:C-TMS User Guide\|BD-100]]		[[Category:C-TMS User Guide\|BD-100]]
	[[Category:C-TMS Admin\|130]]		[[Category:C-TMS Admin\|130]]
			[[Category:TEST\|D-100]]
	</noinclude>		</noinclude>

Anw: Minor correction

2024-05-09T12:54:16Z

Minor correction

← Older revision		Revision as of 14:54, 9 May 2024
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	[[Image:ctrl_9.png]]		[[Image:ctrl_9.png]]

	<~~noincude~~>		<noinclude>
	[[Category:Maintenance\|100]]		[[Category:Maintenance\|100]]
	[[Category:C-TMS Modules\|D-100]]		[[Category:C-TMS Modules\|D-100]]
	[[Category:C-TMS User Guide\|BD-100]]		[[Category:C-TMS User Guide\|BD-100]]
	[[Category:C-TMS Admin\|130]]		[[Category:C-TMS Admin\|130]]
	</~~noincude~~>		</noinclude>

Anw: Categorisation

2024-05-09T12:52:49Z

Categorisation

← Older revision		Revision as of 14:52, 9 May 2024
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	[[Image:ctrl_9.png]]		[[Image:ctrl_9.png]]

			<noincude>
	[[Category:Maintenance\|100]]		[[Category:Maintenance\|100]]
	[[Category:C-TMS Modules\|D-100]]		[[Category:C-TMS Modules\|D-100]]
	[[Category:C-TMS User Guide\|BD-100]]		[[Category:C-TMS User Guide\|BD-100]]
	[[Category:C-TMS Admin\|130]]		[[Category:C-TMS Admin\|130]]
			</noincude>