=====Creating Users and Assigning Rights=====
{{entry>0;Add Users;-}}{{entry>0;Assign User Rights;-}}{{entry>0;Right Reports;-}}
This section will describe the procedure for creating users and assigning rights in CATS.  
Each menu option in CATS can be assigned a right that users must possess to access that menu feature.
  
<note warning>
Users **''PB''** and **''SU''** should never be deleted from the system. These user IDs are used to maintain CATS. Rights for these users should encompass all possible rights for the system.</note>

====Adding Users====
New users can only be added by the CATS Supervisor (User **''SU''**). If you attempt to exceed the number of users allowed by your CATS agreement, CATS will warn you.

To create a new user, choose **Maintenance > General Maintenance > User File** from the main menu in CATS.
[{{:cats:procedures:maintenance:userrights_accessuserfile.png|Accessing the User File area from the main menu.}}]

A list of current users will pop up. Choose **Add** from the menu to create a new CATS user.
[{{:cats:procedures:maintenance:userrights_adduserfromscan.png|Select Add to create a new user.}}]

Enter user ID and user name, then select **Apply** to continue and add the user. CATS will check if the user already exists, then will proceed.
[{{:cats:procedures:maintenance:userrights_adduseridandname.png|Enter the three character user ID and name.}}]

The next screen will allow you to enter a full name and rights for this user. 
Enter the appropriate details, then pick **Apply** to save and see a summary of this user’s details. 
[{{:cats:procedures:maintenance:userrights_userdetailsapply.png|Enter the full name and user rights, then pick Apply to add.}}]

Options for users are:
  * **Guest User** - You can also elect to have this user be a **''Guest''** user, which means the user can view the system but not edit or add anything. This is useful for providing auditors with access to the system. 
  * **Restrictive Rights** - If you choose this option, and assign a user **''C''** rights, for example, the user will only be able to see menu items with **''C''** rights. In our example from below, this means that a user would only be able to add purchase contracts. This is useful for creating a user to perform a single function or with access to a single area. 

A summary screen will appear. From here you can edit or delete this user ID. To change the user's password, pick **Password** from the menu. This feature is useful for resetting forgotten passwords.
[{{:cats:procedures:maintenance:userrights_afteradding.png|Pick Password to change the user's password, or Edit to change details.}}]

The change a password dialogue will pop up. Enter the new password twice, then pick **Save** to proceed.
[{{:cats:procedures:maintenance:userrights_passwordchangedialog.png|Enter a password for this user, then pick Save.}}]

When finished reviewing a user ID, pick **Exit** to return to the previous menu.

You can also print a list of users and their respective rights by picking **Print** from the user scan.

<note tip>If a user does not have the rights to access a menu item, that menu item will simply not appear for them.</note> 

====Assigning Rights Restrictions====
All rights are restricted by assigning characters (single letters or digits) to menu items in CATS. This can be top-level menus (such as **''A''** rights assigned to the entire Accounting area) or as small as a single menu option on a particular screen (assigning **''3''** rights to the Edit function on item screens). 

<note tip>For the purposes of CATS, **''A''** rights are distinct from **''a''** rights.</note>

Log into CATS as **SU**. 

From the **?** menu, choose **Supervisor > Rights Monitor** to turn on the rights monitor feature.
[{{:cats:procedures:maintenance:userrights_questionmarkrightsmonitor.png|Turning on the rights monitor feature.}}]

Now, navigate to any menu item in CATS and a scan will pop up with the menu name, location, and any rights currently assigned to it. 
For example, go to **File > Contracts > Purchases > Add**. 
[{{:cats:procedures:maintenance:userrights_menuexample.png|Select a Menu item to apply rights to that item.}}]

The scan showing current user rights restrictions for the Add Purchases Contract menu item will pop up:
[{{:cats:procedures:maintenance:userrights_purchaseaddrights.png|Scan showing current user rights restrictions for the Add Purchases Contract.}}]

The **Add** function for **Add a Purchase Contract** has **''C''** rights. This means that only users with **''*C''** rights can add a purchase contract. The sales **Add** menu option, however, has **''Z''**rights assigned to it.
[{{:cats:procedures:maintenance:userrights_saleaddrights.png|Add a Sale Contract Rights are set to Z.}}]

A user will need to be assigned **''C''** and **''Z''** rights in order to be able to add both purchase and sale contracts. 

Alternatively, you could assign the same **''C''** rights on both the **Purchases > Add** and **Sales > Add** menu options. Then a user with only **''C''** rights could add both purchase and sale contracts. 

Press the **[Esc]** key after you have finished editing the rights with this scan to continue. You will actually be in the process to add a purchase contract. Cancel and return to the main menu to keep adding rights. 

===Turning Off the Rights Monitor===
The Rights Monitor should be turned off before exiting CATS. To do this, go to **? > Supervisor > None**. 
[{{:cats:procedures:maintenance:userrights_questionmarknone.png|Turn off the Rights Monitor using the Question Mark menu.}}]

====Rights Report====
You can see a list of menu items and their respective character-based rights by printing a rights report from the **Maintenance > General Maintenance > Rights Report** area.
[{{:cats:procedures:maintenance:userrights_rightsreportmenu.png|Accessing the Rights Report area.}}]

Choose a saved report from the list and pick **Print** to print or **Modify** to modify this report. 
[{{:cats:procedures:maintenance:userrights_rightsreportlistofsavedreports.png|List of saved rights reports.}}]

From the filters screen, you can change what to show on this report. We have chosen an option under **Rights** that will show only menu items with rights. Pick **Continue** to proceed.
[{{:cats:procedures:maintenance:userrights_rightsreportoptions.png|Choose what to see on this rights report.}}]

Print the report as normal.
[{{:cats:procedures:printmenu_printer.png|Choose where to print this report.}}]

Here is a sample of a rights report, with listings of which menu items have rights on them.
[{{:cats:procedures:maintenance:userrights_rightsreportprinted.png|A printed rights report.}}]

You can compare this report with a printed list of users and the rights they have been assigned. 
{{tag>"assign users" "user rights" "restrictive rights" "right reports"}}