cats:procedures:maintenance:usersandrights

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cats:procedures:maintenance:usersandrights [2016/09/07 17:03] – [Adding Users] amandacats:procedures:maintenance:usersandrights [2019/11/19 17:07] (current) – jen
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 =====Creating Users and Assigning Rights===== =====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.   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. 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>+<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==== ====Adding Users====
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 [{{:cats:procedures:maintenance:userrights_adduseridandname.png|Enter the three character user ID and name.}}] [{{: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. 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. +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. 
 [{{:cats:procedures:maintenance:userrights_userdetailsapply.png|Enter the full name and user rights, then pick Apply to add.}}] [{{: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. 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.
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 When finished reviewing a user ID, pick **Exit** to return to the previous menu. 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>  <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==== ====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**.  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.  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. 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.  A user will need to be assigned **''C''** and **''Z''** rights in order to be able to add both purchase and sale contracts. 
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 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.  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==== ====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.
 +[{{: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"}}
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