Instructions : User/Group Security

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Activity Stages

 

Access

 

1: Access User/Group Security

 

Utility

1. Use the menu path:

Security ð Users and Groups

 

 

2: Review Users Details

 

Users and Groups

1. On the Users tab, select Browse second-level tab.

2. Select User to be reviewed

 

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Click btn_Edit Row button to edit the selected User
Click btn_Insert Row (+) button to  add a new User
Click btn_Delete Row (-) button to delete the selected User
Click btn_Post Edits (tick) button to apply the edits
Click btn_Cancel Edits (X) button to cancel edits
 

3. On Details tab, review the following values:

Field

Comments

Various fields

Values associated with:
Staff Type
Technician Charges
Employment details
Service Controller
Service Mobility

 

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Click btn_Edit Row button to edit the selected field
Click btn_Post Edits (tick) button to apply the edits
Click btn_Cancel Edits (X) button to cancel edits
 

4. On Default Settings tab, review the following values:

Field

Comments

Various fields

Values associated with:
Default Company/Branch/Location
Diary formats and times

 

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Click btn_Edit Row button to edit the selected field
Click btn_Post Edits (tick) button to apply the edits
Click btn_Cancel Edits (X) button to cancel edits
 

5. On Groups tab, review the groups associated to the selected user

 

 

3: Review Groups Details

 

System Defaults

1. On the Groups tab, select Browse second-level tab.

2. Select Group to be reviewed

 

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Click btn_Edit Row button to edit the selected Group
Click btn_Insert Row (+) button to  add a new Group
Click btn_Delete Row (-) button to delete the selected Group
Click btn_Post Edits (tick) button to apply the edits
Click btn_Cancel Edits (X) button to cancel edits
 

3. On Security tab, review the menu access options

4. On Users tab, review the users associated to the selected group

5. Click btn_Close button to close window after review is complete.

 

 

 

4: Exit Utility Application

 

Utility

1. Use the menu path:

File ð Exit

 

 



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