Revision as of 15:43, 9 May 2018

Introduction

Group Access is a key component to specify what users can do and the pages/records they can access within the system. The access rights will control what menus are available to a user and even which controls (buttons) are available. If a user does not have access to a page and they try to visit it with a bookmark they will be presented an Access Denied message.

Any one that is in a group that has access to group access will be classed as an administrator. Administrators are able to change all settings through out the system and have access to all data. If you restrict their access they will still be able to go into Group Access to change this.

Group Access can also be used to tailor a users screen, the less they have access to the less they will see. Normally you would thick of groups based around your projects and services. It is also recommended to have a group for old users (with no access granted) so that you can control who has access easier.

Each group will show the number of users in that group, by pointing to it you will be displayed a list of users. To access these users displayed click on the link (number of users). If there are no users in the group it can be removed bye clicking the 'Dust Bin' icon. To add new users this is done via their User Record.

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Creating/Editing a group

To edit an existing group click on the group name or click the 'Create New Group' button to create a new group.

On the page that follows you can copy the settings from another group and/or edit the access:

At the top of the page you will find a filter box if you wish to locate a specific option.

Group Options Tab

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Group name - The name of the group, this should represent the type of users assigned to this group.
Group Email - You can specify a group email address, this is used when the users have no email address specified on their record.
Group can control own password recovery? - This allows the users to change their own passwords.
Group terminology for "Roster Workers" - Allows you to specify which of the Roster Module terminology groups are used for the users of this group.
Allow copying of previous travel time and mileage when completing work schedules? - This displays an option to copy Job Card travel details when completing Roster Job Cards.
Allow RaC entry directly from Action List? - Displays an update button on the Action List for outstanding actions.
Group has visibility of all uploaded documents? - Allows the group to be able to access all uploaded documents irrespective of the security set on the document.
Group has visibility of all letter templates? - Allows the group to be able to access all letter templates irrespective of the security set on the document.
Group can always view private notes? - Allows the group to be able to access all private notes irrespective of the security set on the document.
Group can see Org/Person names? - Specifies if the Person/org name is displayed at the top of the record.

Group Users Tab

This tab displays a list of the users in this group. You can click the user to access their account.

Main Program Tab

This tab controls the access to the main parts of the system. There will be five columns displayed:

Option - Name of the option that is controlled by the access rights.
View/Access - This access right will enable the users of the group view or access the page or area of the option selected.
Create New This access right specifies the users of the group can create new for the option selected.
Edit - Allows the users of the group to edit the option selected.
Delete - Allows the users of this group to delete the selected option.

You will find the following options:

Action List -
Assign Client to Carer -
Assign Memberships/Skills -
Benefits & Income -
Calendar -
Calendar Display -
Carers -
Client Project Closures -
Client/Volunteer Details -
Clients -
Courses & Qualifications -
Emergency Card Lookup -
Forget Me -
Funders -
Help -
Information Links -
Information Links - List Organisations -
Merge Records -
My User Options -
Next Of Kins -
Organisation/People Unavailabilities -
Organisation/Person Audit Record -
Organisations -
Portal/Webforms - Import Pending Referrals -
Print Records -
Professionals -
Record a Contact (Anonymous) -
Record a Contact (Carers) -
Record a Contact (Clients) -
Record a Contact (Funders) -
Record a Contact (Organisations) -
Record a Contact (Professionals) -
Record a Contact (Referrers) -
Record a Contact (Staff) -
Record a Contact (Suppliers) -
Record a Contact (Trustees) -
Record a Contact (Volunteers) -
Record a Contact (Roster Workers) -
Referrals - New Diary Entry - Legacy Feature -
Referrals - Referral Details -
Referrers -
Registered Disabled -
Relationships Screen -
Restricted IP Addresses -
Risk Assessment Tab -
Software Release Schedule -
Staff -
Suppliers -
Text Anywhere Usage -
Trustees -
Uploaded Documents -
Uploaded Documents (Download) -
Uploaded Documents (Send by Email) -
Uploaded Documents (Upload) -
Uploaded Documents (View) -
View Letters -
View Volunteer Assignments -
Volunteer Job Cards -
Volunteering Diary -
Volunteers -
Classification Questions -

Administration Tab

This tab controls the access to the main administration areas of the system. There will be five columns displayed:

Option - Name of the option that is controlled by the access rights.
View/Access - This access right will enable the users of the group view or access the page or area of the option selected.
Create New This access right specifies the users of the group can create new for the option selected.
Edit - Allows the users of the group to edit the option selected.
Delete - Allows the users of this group to delete the selected option.

You will find the following options:

Bank Holiday Dates -
Benefits -
Blue Badge Holder -
Carer's Role -
Consent Given -
Consent Rules -
Contact Methods -
Contact Types -
Courses & Qualifications -
Customise Orgs & People -
Accommodation Type -
Age Range -
General Category of Need -
Postal District -
Ethnic Group -
Living Arrangements -
Marital Status -
Person/Organisation Category -
Religious Group -
Status -
Service User Group -
Sexual Orientation -
DBS/PVG Checked -
Disabilities -
Eligible For Gift Aid -
Email Setup -
Employed -
Equipment -
Extended Orgs & People List -
Field Sets -
GDPR Settings -
Gender -
Groups & Skills -
Handyperson Cancel. Reasons -
IMCA Drop Down Lists -
Information Links Headings -
LSOA Areas and Wards -
Main Language -
Manage Menus -
Organisation Details -
Project Funding Streams -
Project Rules -
Project Set Up -
Project Subcategories -
Publication Categories -
Publication Languages -
Publications -
Referral Reasons -
Referral Sources -
Referral Templates -
Referral Templates - Progress Stages -
Relationship Types -
Relationships -
Signpost / External Referral Types -
Standard Letter Templates -
Standard Letter Types -
System Uploads -
Termination Reasons -
Transport Methods -
Unavailability Reasons -
Uploaded Doc. Categories -
Victim of Crime -
Webform Builder -
Backup System -

Security Tab

This tab controls the access to the main security sections of the system. There will be five columns displayed:

Option - Name of the option that is controlled by the access rights.
View/Access - This access right will enable the users of the group view or access the page or area of the option selected.
Create New This access right specifies the users of the group can create new for the option selected.
Edit - Allows the users of the group to edit the option selected.
Delete - Allows the users of this group to delete the selected option.

You will find the following options:

Backup Audit -
Cleanse Data / Anonymise Records -
Data Migration Centre -
Delete Referrals -
Extension Database Setup -
Group Access -
Insert Audit -
Message Sending Options -
Operational Rules -
Portal Settings -
Postcode Anywhere -
Referral Closure Update -
Reset First Level Password -
Supporting People Settings -
Text Anywhere Settings -
Update Replica Databases -
User Login History -
Users -
Classification Codes -
Classification Groupings -

Reporting Tab

This tab controls the access to the main reporting of the system. There will be five columns displayed:

Option - Name of the option that is controlled by the access rights.
View/Access - This access right will enable the users of the group view or access the page or area of the option selected.
Create New This access right specifies the users of the group can create new for the option selected.
Edit - Allows the users of the group to edit the option selected.
Delete - Allows the users of this group to delete the selected option.