Difference between revisions of "Group Access Rights"

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The Group Access Rights screen sets the permissions and access rights of a particular [[Groups|Group]].
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''Location in standard build:'' '''''[[Settings]] button > User Access > Group Access >''''' ''Click on the name of a user group''
  
  
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[[File:cl_GAR_1.png|border]]
  
  
==Accessing the Group Access Rights screen==
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[[File:cl_GAR_2.png|border]]
  
To access the Group Access screen, click on the name of a Group in the [[Groups]] page - '''Administration > Security > User Settings > Group Access'''.
 
  
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The Group Access Rights screen sets the permissions and access rights of a particular User Group.
  
[[File:GAR_1.png|border]]
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Each Group has a screen with tabs and tick boxes, which controls that Group's access to the system.
  
  
You will now be taken to a screen with tabs and tick boxes, which controls this Group's access to the system.
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[[File:cl_GAR_3.png|border]]
 
 
 
 
[[File:GAR_2.png|border]]
 
  
  
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Each "part" of the system (the division of the system into parts is fairly arbitrary) has a line on one of the tabs, with three (occasionally four) options associated with it.
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Each aspect of the system has a line on one of the tabs, with three (occasionally four) options associated with it.
  
* '''VIEW''' - is this Group allowed to view this part of the system?
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* '''VIEW''' - is this Group allowed to view this aspect of the system?
* '''CREATE NEW''' - is this Group allowed to create new ones of this part of the system? ''(explanation of this wording below)''
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* '''CREATE NEW''' - is this Group allowed to create instances of this aspect of the system? ''(explanation of this wording below)''
 
* '''EDIT''' - is this Group allowed to edit existing ones?
 
* '''EDIT''' - is this Group allowed to edit existing ones?
* '''DELETE''' - if available, is this Group allowed to delete these?
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* '''DELETE''' - if available, is this Group allowed to delete existing ones?
  
Exactly how these three (or four) options apply depends on the part of the system in question. The slightly confusing wording used above arises because it isn't possible to have a column heading which is generic enough to suit every usage of every part of the system. It's easier to look at it in terms of one particular line that you might be interested in. For example, the "Clients" line on the "Main Program" tab has three tick boxes available:
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Exactly how these three (or four) options apply depends on the part of the system in question. It isn't possible to have a column heading which is generic enough to suit every usage of every part of the system. It's easier to look at it in terms of one particular line that you might be interested in. For example, the "Clients" line on the "Main Program" tab has three tick boxes available:
  
  
[[File:GAR_3.png|border]]
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* '''EDIT''' - is this Group allowed to edit existing '''clients'''?
 
* '''EDIT''' - is this Group allowed to edit existing '''clients'''?
  
As you can see, when the part of the system in question is some simple concept, like '''"Clients"''', it's easy to see what the three tick boxes do. By ticking different boxes you would be able to give a Group quite specific permissions. For example, by ticking the '''VIEW''' and '''CREATE NEW''' boxes for Clients, but not the '''EDIT''' box, users in this Group would be able to search for clients and view their details, and create new clients, but would not be able to edit existing clients. This might be useful for a volunteer doing a day of data entry.
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As you can see, when the part of the system in question is some simple concept, like '''"Clients"''', it's easy to see what the three tick boxes do. By ticking different boxes you would be able to give a Group quite specific permissions. For example, by ticking the '''VIEW''' and '''CREATE NEW''' boxes for Clients, but not the '''EDIT''' box, users in this Group would be able to search for clients and view their details, and create new clients, but would not be able to edit existing clients.
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[[User:Rob Kay|Rob Kay - manual author]] ([[User talk:Rob Kay|talk]]) 14:20, 22 August 2017 (BST)
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[[File:helpheader_small.png|right]]
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[[Category:Configuration]]

Revision as of 13:20, 22 August 2017

Helpheader small.png

Location in standard build: Settings button > User Access > Group Access > Click on the name of a user group


Cl GAR 1.png


Cl GAR 2.png


The Group Access Rights screen sets the permissions and access rights of a particular User Group.

Each Group has a screen with tabs and tick boxes, which controls that Group's access to the system.


File:Cl GAR 3.png


How Group Access works

Each aspect of the system has a line on one of the tabs, with three (occasionally four) options associated with it.

  • VIEW - is this Group allowed to view this aspect of the system?
  • CREATE NEW - is this Group allowed to create instances of this aspect of the system? (explanation of this wording below)
  • EDIT - is this Group allowed to edit existing ones?
  • DELETE - if available, is this Group allowed to delete existing ones?

Exactly how these three (or four) options apply depends on the part of the system in question. It isn't possible to have a column heading which is generic enough to suit every usage of every part of the system. It's easier to look at it in terms of one particular line that you might be interested in. For example, the "Clients" line on the "Main Program" tab has three tick boxes available:


File:Cl GAR 4.png


In this case the three columns mean -

  • VIEW - is this Group allowed to view clients?
  • CREATE NEW - is this Group allowed to create new clients?
  • EDIT - is this Group allowed to edit existing clients?

As you can see, when the part of the system in question is some simple concept, like "Clients", it's easy to see what the three tick boxes do. By ticking different boxes you would be able to give a Group quite specific permissions. For example, by ticking the VIEW and CREATE NEW boxes for Clients, but not the EDIT box, users in this Group would be able to search for clients and view their details, and create new clients, but would not be able to edit existing clients.



Rob Kay - manual author (talk) 14:20, 22 August 2017 (BST)

Helpheader small.png