Establishing user groups - TMW Systems



Establishing user groups

User groups make it easy for the system administrator to assign security restrictions. You can place security restrictions on individual users or on groups of users.

Note: For details on establishing security restrictions, see the chapter, “Setting security for fields, windows, and menus.”

The following sections explain how to create and edit user groups:

Accessing the Group Maintenance window 6.2

Creating a new group 6.3

Assigning users to a group 6.4

Removing a user from a group 6.5

Deleting a group 6.5

Assigning a RevType1 classification to users and groups 6.6

Accessing the Group Maintenance window

Group information is set up in the Group Maintenance window. To access this window, do one of the following:

• Select Edit > Group Maintenance.

• Click the Group [pic] icon in the frame toolbar.

The Group Maintenance window is displayed:

[pic]

The Group Maintenance window is divided into three areas:

• Group List

Displays the names of all existing user groups.

• Available Users

Displays the names of users not assigned to the group highlighted in the Group List.

• Group Members

Displays the names of users currently assigned to the group highlighted in the Group List.

Creating a new group

You can create a new group in the Group Maintenance window. To do so, follow these steps:

1. Do one of the following:

• Select Edit > Group Maintenance.

• Click the Group [pic] icon in the frame toolbar.

The Group Maintenance window is displayed:

[pic]

2. Do one of the following.

• Choose Edit > Add Group.

• Click the Add Group [pic] icon in the sheet toolbar.

The Add Group dialog box is displayed:

[pic]

3. Make the following entries:

• Group ID

Limit the ID to 10 characters.

• Group Name

A maximum of 20 characters is allowed.

4. Click OK.

[pic]

The system adds the new group to the Group List in the Group Maintenance window.

[pic]

Assigning users to a group

Users are assigned to a group in the Group Maintenance window. Follow these steps to assign users to a group.

1. Do one of the following:

• Select Edit > Group Maintenance.

• Click the Group [pic] icon in the frame toolbar.

The Group Maintenance window is displayed.

[pic]

2. In the Group List area of the window, highlight the group’s name.

• The list of current group members is displayed in the Group Members list.

• A list of users not yet assigned to that group is displayed in the Available Users list.

3. In the Available Users list, highlight the names of the users you wish to add to the group.

4. Click the Add button. The users’ names are added to the Group Members list and removed from the Available Users list.

Removing a user from a group

If a user’s work assignment changes, it may be necessary to remove him/her from a particular group. Users are removed from groups in the Group Maintenance window. The steps below explain how to remove users from a group.

1. Do one of the following:

• Select Edit > Group Maintenance.

• Click the Group [pic] icon in the frame toolbar.

2. In the Group List area of the window, select the row containing the group name.

3. The current group members are displayed in the Group Members list. Select the name of the user you wish to remove from the group.

4. Click the Remove button. The user’s name is removed from the Group Members list and added to the Available Users list.

Note: If necessary, you can select multiple users and remove them all from a group at one time.

Deleting a group

If a group is no longer needed, it can be deleted in the Group Maintenance window.

1. Do one of the following:

• Select Edit > Group Maintenance.

• Click the Group [pic] icon in the frame toolbar.

2. In the Group List area of the window, select the row containing the group name.

3. Do one of the following:

• Select Edit > Delete Group.

• Click the Delete Group [pic] icon in the sheet toolbar.

4. The system displays a message asking if you are sure you want to delete the row. Click on Yes to complete the deletion.

The group is removed from the Group List, as well as from the Group Membership list for any users assigned to that group.

Assigning a RevType1 classification to users and groups

A RevType1 classification can be assigned to a user in the Edit User Profile window when you first create his/her profile; if necessary, it can also be added there later. In some cases, you may wish to assign a RevType1 classification to multiple users or groups of users all at one time. For example, you might use RevType1 to distinguish terminals or groups of dispatchers. The User Security window can be used to assign a RevType1 classification to individual users or to groups of users.

1. To access the User Security window, select Edit > User Security. A list of all groups and users is shown on the left of the window. You can highlight one or more groups or users. On the right, the system shows the ID of each group or user that is highlighted. If the user or group is assigned to a RevType1 classification, that classification is displayed in the Type column.

[pic]

2. If a user or group is not assigned to a RevType1 classification, click the Add button to add a row. Then select a classification from the Value drop-down list.

3. To modify the current selection, select a different RevType1 classification from the Value field’s drop-down list.

4. Click the Save button to retain your entry.

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