Access Control / User Maintenance

The administration function encompasses the set up and maintenance of users; the maintenance of system parameters and the configuration of the system. The administration module also allows for the viewing of error messages written by the system to an audit log.

Access Control

User Groups are created to control the forms that a user can access and what capabilities/functions a user has within each form.

When higlighting a Group name in Fig 1 of the form the already assigned users will be shown in Fig 2

• Add 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.

• Remove User From Group

If the user wants to remove a user from a specific Group then they should highlight the group, select the button and remove the required user from the group

• Remove All Users Fron Group

Clicking on this button will remove all the users from the highlighted group

• Users Not In Group

When selecting this button, the user is presented with a canvas that shows all the user that have not been assigned to a group

• User Maintenance

This Button, when pressed will open up a new form which allows the user to Add new users and edit existing

• Change User Password

Allows the Administrator to change a users Passowrd

• Group Maintenance

Selecting this button opens up a new canvas allowting the user to create new groups and edit existing groups

Adding a User to a Group

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]

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

• Highlight the required user to be added [fig 3]

• Click the 'Add' button [fig 4]

Removing a User From a Group

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

• Highliight the required Group [fig 1]

• Highlight the required User [fig 2}

• Click the 'Remove user from Group' button [fig 3]

• 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]

Removing All Users from a Group

The following steps should be taken to remove all the users from a group:

• Highlight the required Group [fig 1]

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

• Click 'OK' to proceed and remove all the users [fig 3]

Users Not in a Group

When the user clicks this button, they will be directed to another canvas which allows the user to view all users that have not been assigned to an existing Group.

User Maintenance

Administrators are given the ability to create users and administer user passwords. When setting up a new user, the Username, User Type, Description and Password are required. Once a user has been created, there are a number of mandatory User Parameters which are also created and cannot be deleted.

Creating and Editing a New User

• Click User Maintenance and then the New button.

• Fill in the details on Users screen, User Type being Internal and Based at starting with country of Residence e.g. UK

• Click Save.

• Click Edit for the user you have just created.

• Edit users BASED_AT, COST_CENTER, ENTRY_FORM and SCHED_GROUP and click OK.

• Click Save

Your new user has been created.

Group Maintenance

In order to determine which functions a group of users can perform the Administrator must identify the C-TMS business functions required. Once the menu structure has been identified, the Functions, Menus, Tabs, Reports, Extracts and Imports will need to be allocated in order to restrict/expand a user’s group access to part or all functionality contained within. For example those groups with the function ADM_GEO_MAINT present allows users within that group to maintain locations via the locations form, if the form has been set up within the Menu structure.

Creating a New Group

• Click Group Maintenance then the New button
• 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
• Click Save

Editing a Group

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

Group Maintenance – Tabs

This tab allows the administrator the ability to control which tabs a group has access to. For example, the ‘Bookings’ group has access to the Trip Manipulation form, but, they do not necessarily need to see anything to do with finance, therefore, the administrator can restrict access to the finance tab to the Bookings group. All forms which have tabs can be controlled in this way, except, the Access Control form, which assumes that the administrator has access to ALL the tabs.

Change User Password

The Administrator can change the password of any user - this may be because the user has forgotten it.

Disable User Access

Within the ‘Edit’ function, the Administrator can temporarily disable a user’s account or can force a user to change their password.

Parameter Set up

A number of parameters allow multiple selections, ie, take for example the Carrier user parameter, A user may only be able access one carrier, another user may be able access two carriers. This can be set up quite simply in this form. To read more about user parameter uses click here.

Default Printers

On selecting the ‘Default Printers’ tab an individual user can be allocated a default printer and by selecting the ‘User Parameters’ tab, the Administrator can limit the amount of data that is displayed to the user, for example, if a particular user should only see data belonging to a particular Cost Centre, then a user parameter can be added with a value selected from a list where appropriate.

Change User Password

The Administrator can change the password of any user - this may be because the user has forgotten it.

Audit Log

The Audit Log is used throughout the C-TMS system to record events and errors that occur during both forms and database execution. For example the MSMQ Daemon (a Visual Basic Application) writes a message to the Audit Log every 7 minutes. This allows Administrators to determine whether C-TMS/Isotrak jobs are being processed.

If the error type is set to ‘ERROR’ then the action flag is set to ‘YES’ in the Audit Log. Users can then search easily and deal with problems within C-TMS.