1. Home
  2. Knowledge Base
  3. Manager Controls
  4. Manager Controls: Privileges and Settings

Manager Controls: Privileges and Settings

Privileges and Settings

This window is opened using the File — System Manager — Privileges and Settings menu function. Unless you have a very fast machine, there is a pause before the window opens while the menu and window structures are internally constructed.

The security system in the program is built around a Group and User structure and provides the user access to specific menu functions and window tab panes.

Generally, Groups are assigned access privileges and users inherit their privileges by virtue of their membership of one or more groups.

Key things to remember are:

  • There can be any number of Groups and Users.
  • Users can belong to any number of Groups.
  • Groups should be the main control of menu access privileges.
  • Users can be assigned access privileges that override their Group inheritance.
  • Menu access is the primary security medium. Window tab pane access should be treated as secondary.
  • It is best that all Groups have full window tab pane access and pane closed access should be specifically applied when needed.
  • Settings follow a similar pattern with the addition of a System set of settings.
  • Some settings are additive, such as Custom Reports and Features, others override each other on a System, Group, User basis, such as ScratchPad design.
  • Privileges and Settings are stored in a special form that is not readable in reports, etc. Hence it is important to backup your settings which you can do in the System pane.

The window has 6 tab panes.

Groups 
Users 
User Group Membership 
Menus and Toolbars 
Window Tab Panes 
System 

Groups

Privileges and Settings - Groups pane

To maintain details of access Groups.

Field

Description

Group List

List of all user groups on the system.

Group Name

Group Access and Settings. User group name. {USGFILE.USGNAME char 30}

ODBC Groups

Group Access and Settings. ODBC user groups delimited by commas (eg 1,5,8). {USGFILE.USGODBC char 120}

Group Settings Subwindow

Group Access and Settings. User group settings object. {USGFILE.USGSETT object}

Group Settings are stored in the group record and apply at the middle level. If values are set they override any system values for that setting, however any user settings will override them. For more details see the Settings Maintenance Subwindow.

Button

Action

Delete

To delete the selected Group

New Group

To create a new Group

Save Changes

To make the changes made on the window permanent in the database

Back to top

Users

Privileges and Settings - Users pane

To maintain Users of the system.

Field

Description

User List

List of all users of the system.

User Id

User Access and Settings. User identifier. {USPFILE.USPID char 3}

Administrator (Full access)

Setting a user as an Administrator will give him or her full access regardless of group membership. He will also be a member of all ODBC groups.

No Login

User Access and Settings. The user can not login flag (for when the user leaves or is re-assigned, the account is disabled). {USPFILE.USPNOLO boolean}

User Name

User Access and Settings. User name. {USPFILE.USPNAME char 40}

Job Title

User Access and Settings. User job title (available for use on custom reports). {USPFILE.USPJOB char 50}

Password

User Access and Settings. User encrypted password. {USPFILE.USPPASS char 10000000}

Password Confirmation

User Access and Settings. User encrypted password. {USPFILE.USPPASS char 10000000}

Validity days

User Access and Settings. Validity days of password (optPasswordWarn determines the warning days). {USPFILE.USPPASS int long}

Tip TIP: An Option optPasswordWarn can be used to change the default of 15 days warning that a password is due to expire.

User Settings Subwindow

User Access and Settings. User settings object. {USPFILE.USPSETT object}

User Settings are stored in the user record and apply at the lowest level. If values are set they override any group or system values for that setting. For more details see the Settings Maintenance Subwindow.

Button

Action

Workflow Alerts

To maintain the selected user’s Workflow Alert Checks.

Delete

To delete the selected User

New User

To create a new User

Save Changes

To make the changes made on the window permanent in the database

Back to top

User Group Membership

Privileges and Settings - User Group Membership pane

User group membership for default security and options.

Field

Description

Group List

List of all Groups. Drag groups into the User membership list to give the selected user membership of the dragged groups.

Selected Group Membership List

List of all Users that are members of the selected Group. Drag a user back to the Users list to remove his membership.

Users List

List of all Users. Drag users into the Group members list to give the dragged users membership of the selected group.

Selected User Group Membership

List of all Groups that the selected user is a member. Drag a Group back to the Groups list to remove his membership.

Back to top

Privileges and Settings - Menus and Toolbars pane

To set Group and User Privileges for Menus and Toolbars.

Field

Description

Menu Structure Tree List

List of all menus in the system colour coded to indicate access for the selected user or group. Check or uncheck to change access.

Group

Indicates that the list is showing access for the selected Group.

Group Selection Dropdown List

Use the list to select a Group.

User

Indicates that the list is showing access for the selected User.

User Selection Dropdown List

Use the list to select a specific User.

Button

Action

Clear All Privileges

Clears all privileges for the selected group.

Set All Privileges

Sets all privileges for the selected group.

Clear To Group Membership

Clears all special privileges so that the user only possesses the privileges inherited from his group membership.

Expand All

Expands the tree list to show all window tabs.

Collapse All

Collapses the tree list to show only windows.

Print

To print a report of the User or Group privileges currently showing.

Print All

Print a report of privileges for all users or groups depending on selection above. This report is very long and may take some time to print.

Save Changes

To make the changes made on the window permanent in the database.

Back to top

Window Tab Panes

Privileges and Settings - Window Tab Panes pane

To set Group and User Privileges for Window Tab Panes.

Field

Description

Window Tab Pane Structure Tree List

List of all windows with tab panes in the system colour coded to indicate access for the selected user or group. Check or uncheck to change access.

Group

Indicates that the list is showing access for the selected Group.

Group Selection Dropdown List

Use the list to select a Group.

User

Indicates that the list is showing access for the selected User.

User Selection Dropdown List

Use the list to select a specific User.

Button

Action

Clear All Privileges

Clears all privileges for the selected group.

Set All Privileges

Sets all privileges for the selected group.

Clear To Group Membership

Clears all special privileges so that the user only possesses the privileges inherited from his group membership.

Expand All

Expands the tree list to show all menu lines.

Collapse All

Collapses the tree list to show only menus.

Print

To print a report of the User or Group privileges currently showing.

Print All

Print a report of privileges for all users or groups depending on selection above. This report is very long and may take some time to print.

Save Changes

To make the changes made on the window permanent in the database

Back to top

System

Privileges and Settings - System pane

System settings.

Field

Description

System Settings Subwindow

Company and System Settings. System settings object. {MCDFILE.MCDSETT object}

System Settings are stored in the datafile and apply at the highest level. If there are no group or user values for a setting, these will apply. For more details see the Settings Maintenance Subwindow.

Button

Action

Backup To Text File

You can use this to backup all System, Group and User settings into a text file. The following is saved:

  • For the System:
  • For Each Group:
  • For each User:
    • ID, name, title and password values.
    • All settings in Settings Maintenance Subwindow.
    • Menu access privileges.
    • Window Tab Pane access privileges.
    • Workflow Alert Checks.
    • Navigator Favourites.
  • All OdDBC Group, File and Field settings.

Retrieve From Backup Text File

You can use this to retrieve all System, Group and User settings from a file previously created as a backup.

Back to top

See also: –

Compiled in Program Version 5.10. Help data last modified 31 Dec 2014 01:06:00.00. Class wPrivileges last modified 11 Jun 2018 03:02:25.

Was this article helpful?

Related Articles

Get started.

Try our state-of-the-art ERP Software today.