Differences

This shows you the differences between two versions of the page.

--- cats:procedures:maintenance:usersandrights [2016/09/07 15:54] – ↷ Page moved from cats:proceudres:maintenance:usersandrights to cats:procedures:maintenance:usersandrights amanda
+++ cats:procedures:maintenance:usersandrights [2019/11/19 17:07] (current) – jen
@@ Line 1: / Line 1: @@
 =====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 it.
+{{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 important>You MUST be logged in as user “SU” to create users or assign rights to users in CATS.</note>
+<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====
-<note warning>Users **''PB''** and **''SU''** should never be deleted from the system. These user IDs are used to maintain CATS.</note>
+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 > 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 **''Guest''** user, which means the user can view the system but not edit or add anything.
+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).
+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**.
+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** and this scan will pop up:
+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.
@@ Line 32: / Line 63: @@
 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.
+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"}}