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cats:proceudres:maintenance:usersandrights [2016/09/07 15:25] – amanda | cats:procedures:maintenance:usersandrights [2017/12/19 03:21] – external edit 127.0.0.1 | ||
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=====Creating Users and Assigning Rights===== | =====Creating Users and Assigning Rights===== | ||
- | 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 | + | |
+ | {{entry> | ||
+ | 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 | ||
| | ||
- | < | + | < |
+ | Users **'' | ||
====Adding Users==== | ====Adding Users==== | ||
- | <note warning> | + | New users can only be added by the CATS Supervisor (User **'' |
- | To create a new user, choose **Maintenance > User File** from the main menu in CATS. | + | |
- | Choose Add from the menu, then enter a new three-character name for this user. | + | |
- | Select Apply to continue and add the user. | + | |
- | The next screen will allow you to enter a full name and rights for this user. You can also elect to have this user be a **'' | + | To create |
+ | [{{: | ||
+ | A list of current users will pop up. Choose **Add** from the menu to create a new CATS 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. | ||
+ | [{{: | ||
+ | |||
+ | 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. | Enter the appropriate details, then pick **Apply** to save and see a summary of this user’s details. | ||
+ | [{{: | ||
+ | |||
+ | Options for users are: | ||
+ | * **Guest User** - You can also elect to have this user be a **'' | ||
+ | * **Restrictive Rights** - If you choose this option, and assign a user **'' | ||
+ | |||
+ | 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. | ||
+ | [{{: | ||
+ | |||
+ | The change a password dialogue will pop up. Enter the new password twice, then pick **Save** to proceed. | ||
+ | [{{: | ||
+ | |||
+ | 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 tip>If a user does not have the rights to access a menu item, that menu item will simply not appear for them.</ | ||
====Assigning Rights Restrictions==== | ====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 | + | All rights are restricted by assigning characters (single letters or digits) to menu items in CATS. This can be top-level menus (such as **'' |
+ | |||
+ | <note tip>For the purposes of CATS, **'' | ||
Log into CATS as **SU**. | Log into CATS as **SU**. | ||
- | From the **?** menu, choose **Supervisor > Rights Monitor**. | + | From the **?** menu, choose **Supervisor > Rights Monitor** |
+ | [{{: | ||
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. | 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** and this scan will pop up: | + | For example, go to **File > Contracts > Purchases > Add**. |
+ | [{{: | ||
+ | |||
+ | The scan showing current user rights restrictions for the Add Purchases Contract menu item will pop up: | ||
+ | [{{: | ||
The **Add** function for **Add a Purchase Contract** has **'' | The **Add** function for **Add a Purchase Contract** has **'' | ||
+ | [{{: | ||
A user will need to be assigned **'' | A user will need to be assigned **'' | ||
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Alternatively, | Alternatively, | ||
- | Press the **[Esc]** key after you have finished editing the rights with this scan to continue. | + | Press the **[Esc]** key after you have finished editing the rights with this scan to continue. |
+ | |||
+ | ===Turning Off the Rights Monitor=== | ||
+ | The Rights Monitor should be turned off before exiting CATS. To do this, go to **? > Supervisor > None**. | ||
+ | [{{: | ||
====Rights Report==== | ====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. | 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. | ||
+ | [{{: | ||
+ | |||
+ | Choose a saved report from the list and pick **Print** to print or **Modify** to modify this report. | ||
+ | [{{: | ||
+ | |||
+ | 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. | ||
+ | [{{: | ||
+ | |||
+ | Print the report as normal. | ||
+ | [{{: | ||
+ | |||
+ | Here is a sample of a rights report, with listings of which menu items have rights on them. | ||
+ | [{{: | ||
+ | |||
+ | You can compare this report with a printed list of users and the rights they have been assigned. | ||
+ | {{tag>" |