Home
Knowledge Base
Manager Controls
Manager Controls: Privileges and Settings

Manager Controls: Privileges and Settings

Privileges and Settings

Reference Contents > Manager Controls > 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

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

Users

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: 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

User Group Membership

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.

Menus and Toolbars

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.

Window Tab Panes

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

System

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.

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: All settings in Settings Maintenance Subwindow. Workflow Alert Triggers. For Each Group: Name and ODBC groups. All settings in Settings Maintenance Subwindow. Menu access privileges. Window Tab Pane access privileges. 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.

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:
- All settings in Settings Maintenance Subwindow.
- Workflow Alert Triggers.
For Each Group:
- Name and ODBC groups.
- All settings in Settings Maintenance Subwindow.
- Menu access privileges.
- Window Tab Pane access privileges.
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.

Manager Controls: Privileges and Settings