Create a User Group
Access
Tabs: General,
Access
Support
Files: None.
Use this file to classify STORIS users into groups
for the purpose of applying security restrictions to selected routines
in STORIS. For example, you may not want your salespeople to access the
same routines as your bookkeeper. You can create a user group for salespeople
that grants them access to only the routines they need to perform their
jobs.
The User Group file works with the User
file to establish menu
security. Note that all STORIS users must be assigned a user group
via the Type field in the User file.
Use the Assign
Screen Action Permission routine to restrict user access to specific
functions found on Actions button menus. Users can specify which
actions for particular programs the user group can and cannot access.
User Group IDEnter a code up to six characters
to represent this user group. For example, you can create a user
group for salespeople with the code SALES.
STORIS comes delivered with a user group called SYSMGR. Assign your
system administrator/manager to this user group. Assign the SYSMGR
user group only to personnel responsible for maintaining the system. Only
users with the SYSMGR user group have access the Get Started menu.
General
DescriptionThis field permits up to
20 characters to describe the Staff Type or classification. For example,
if the type code is SALES, the description may be entered as SALESPERSON.
Menu Timeout Active
File Security Groups Use this
field to specify one or more file security
groups to which you want to grant this staff type Query Wizard report
access. You can enter a single code directly into the field, or you can
click on the Search button to access a list of file security groups via
the Multiple
Selection Lookup window.
The file security groups in the Multiple Selection Lookup window include
one or more source files. The presence of a file security group in this
window indicates that the staff type is restricted from the source files
included in the file security groups. The restriction prevents that staff
type from accessing any Query Wizard report that references one or more
of the source files in any of the file security groups.
To override the restriction to a file security group, check the box next
to the group. The check means this staff type can access all the source
files in the group, even if the source file
appears in another file security group.
Field Security CodesUse this
field to specify one or more field security codes to which you want to
grant this staff type access. You can enter a single code directly into
the field, or you can click on the Search button to access a list of field
security codes via the Multiple
Selection Lookup window.
All users are restricted from accessing Query Wizard report data generated
from a STORIS field to which a field security code has been attached.
To override the restriction, check the box next to the code. Note that
even if a staff type has access to a field via this field, the staff type
must have access to the source file that contains the field. Access to
source files is granted via the File Security Groups field.
More information is available on field
security codes and Report
Builder Security (Query Wizard Security).
Reset User MembersIf you
check the box, the system applies any changes you make here to all other
users in the current user group (that is, the system updates those individual
user records). If you leave the box blank, the system does not update
individual user records.
You can also use this field to mass-update the fields in a User record
when the user changes to a new user group. If you change the user group
to, for example, MANAGER, then access the MANAGER record in the User Group
file and check the Reset Staff Members box, the system updates the User
record so the field responses match the responses at the associated fields
in the User Group file.
Language CodeIf Multi-Lingual
Processing is active on your system, specify the language you want
the system to use for this user group. The default is English. You
can also choose French, Spanish, or Alternate. You can use Alternate
if, for example, you have a second version or dialect of a language.
Allow Logon PassthroughTo suppress the User
Log-In screen for this user group, check the box. Otherwise, leave
the box blank. Note that if you click on the Restart button, the User
Log-In screen appears regardless of the status of this field.
Default at Login
Enable Signature Capture
Maximum number of concurrent sessions
Access
Use the fields on this tab to apply location
restrictions to the current user group. In this way, you can prevent certain
user groups from accessing data from selected locations.
You can create a list of locations via
the Location List field in Create
a User and restrict the users to those locations. Or you can restrict
the user group to a combination of regions, districts, and log-on locations
via the four multiple selection prompts on this screen. Note that for
users on whom you place restrictions, STORIS recommends you assign each
user to a single setting across the board (for example, Log-on Location).
To
access this tab, Regional Processing
must be active in the General System
Control Settings.
RESTRICTIONS
To access the fields below, Regional
Processing must be active in your system. After you set your preferences,
Regional Processing must remain active for the system to enforce regional
restrictions.
Sales
Restrict Entry
Location List
Restrict Inquiry
Inventory
Restrict Entry
Restrict Inquiry