User Maintenance

1 Details
2 Roles
3 Control Groups

Details

User ID/Names are configured in the Administration > User Maintenance > Details tab. Clients can indicate if a user is active or inactive. Inactive users appear with brackets { } around the User Name and are displayed at the bottom of each drop-down list for User ID, PA Responsible and Individual Responsible. This allows for easier selection of active users.

ACTIVE BUTTONS

ACTIVE BUTTONS
Create New	Create a new user.
Edit	Edit the user.

Roles

A user is assigned corporate level roles through the Administration > User Maintenance > Roles tab. Each user can be assigned multiple roles. If the user is assigned multiple roles, the role with the greatest level of permission (for the function) is used. User roles are not production date-centric.

A user can be granted All Control Groups Access which will allow the user to see all control groups in the Explorer screen for the region they have access to. Once in Explorer, a user’s control group role, association to a control group and their corporate role will determine what they can see and do to each control group.

ACTIVE BUTTONS

ACTIVE BUTTONS
Create New	Create a new user.
Edit	Add/delete roles to the user.
Show Details	The Resulting Permissions grid displays all the security components for all the roles for the selected user.
Hide Details	The Resulting Permissions grid displays only one occurrence of a security component for all the roles for the selected user.

Action buttons include Save, Revert, Cancel, Add, Select All, Deselect All, Delete Row(s) and Show Details.

Control Groups

The Control Groups tab displays a list of control groups and security details the user has been granted. The grid can be sorted and filtered to reduce the volume of data shown. Control group access is granted from the Master > Control Groups > Security tab.