sa03 - overview of access groups

Overview of Access Groups (SA03)

System Administrator Track

1 Open Internet Explorer 2 Type into the address bar wwwmaintenanceconnectioncom 3 Click Log In button 4 Enter the following

Member ID SA_CHECKPOINT Password Checkpoint2014

Note During the seminar please do not ldquoSaverdquo while following along with a specific example unless directed to do so by your course instructor

Wireless SSID CHECKPOINT Wireless Password CHECKPOINT

Logon Instructions

Presenter Names Marc Ackers and Adam OrsquoBrien

Background information

bull Role and expertise at Maintenance Connection

bull Fun Fact

Presenter Bio

Access Groups and Rights Defined

Access Group Tabs

Rights and Permissions

Cloning Access Groups

Agenda

Access Groups and Rights Overview

Access Groups and Rights Defined

Define Member accessibility

bull Modules

bull Records

bull Features

Access Groups and Rights Overview

Define specific permissions including

bull Approval levels

bull Delete rights

bull Edit rights

Access Groups and Rights Overview (contrsquod)

Three default Access Groups

bull Maintenance Administrators

bull Maintenance Requesters

bull Maintenance Technicians

Access Groups and Rights Overview (contrsquod)

All members of each Access Group share permissions

Can have as many Groups as needed

bull Unique permissions for individuals per organization

bull Number of groups will vary

Access Groups and Rights Overview (contrsquod)

Individual rights can be set via Labor Requester or Membership record

bull Specific locations

bull Report groups

bull Modify accessible applications

Access Groups and Rights Overview (contrsquod)

Details

Repair Centers

Locations Reports

Reports

Access Group Tabs

General information stored

bull Identification

bull Default application access

Details

Application Chooser displays interface options to select

bull Separates interfaces of MC

bull Most common are MGR TWC or R

bull Application Chooser will vary for users

Details (contrsquod)

List of Repair Centers that Members should have access

bull Labor Requester record default access

Leaving blank will give access to all Repair Centers

Repair Centers

Accessible Locations (Defaults)

bull Service Requester

bull MRO Work Center (including TWC)

bull Leaving blank = all access

Locations Reports

Example of Accessible Locations (Defaults)

Locations Reports (contrsquod)

Accessible Report Groups limit report access

bull Leave blank for all Report Group access

Common to create Custom Report Groups

Locations Reports (contrsquod)

Lists members associated with selected Access Group

Click on Member to access record

Reports

Module and Type Filters

Description of Rights

Enabling and Disabling Rights

Rights and Permissions

Two filters used to limit rights displayed

bull Module Filter

bull Type Filter

Module and Type Filters

Module Filter options

bull All modules

bull Individual module selections

Module and Type Filters (contrsquod)

Type Filter options

bull All Types or rights

bull Individual Type of right selections

bull Some rights not available in all modules

Module and Type Filters (contrsquod)

Many different types of Rights available

Most important rights include

bull Delete

bull Access (General and Tab)

bull Edit

bull Authorization Approvals

Description of Rights

Can be individually selected

Enable or Disable Action Bar used for mass updates

bull Enable All

bull Disable All

bull Action

Enabling and Disabling Rights

Green check mark in Enabled column signifies status

Enabling or disabling takes effect immediately (no logoff)

Enabling and Disabling Rights (contrsquod)

Cloning Access Groups Overview

Adjust Rights

Edit Repair Centers

Limit Locations Reports

Cloning Access Groups

If similar permissions to existing group preferable to clone

Quick and convenient way to create new Access Group

Cloning Access Groups Overview

Edit Rights to ensure permissions are accurate for new Access Group

Adjust Rights

Verify or correct Repair Centers to limit access

Edit Repair Centers

Locations can be added to limit access

Limit Locations Reports

Custom Report Groups can be created specific to a Location or Repair Center

Limit Locations Reports (contrsquod)

Now letrsquos practice cloning an Access Group and editing Rights

Clone Access Group Hands-On

Navigate to the Access Group Module

Select the Maintenance Administrators Access Group

Select the Clone button

Clone Access Group Hands-On (contrsquod)

Find cloned Access Group and rename the Access Group ID to SA03_YOURINITIALS

Edit the Name to SA03_YourName

Save your Access Group

Clone Access Group Hands-On (contrsquod)

Navigate to the Rights tab

Select the Module as All

Select the Type as Delete

Clone Access Group Hands-On (contrsquod)

Click the check mark to select all of the listed Delete Rights

Select Action and Disable Selected

Clone Access Group Hands-On (contrsquod)

The Access Group will now be available to add to existing Member records or for new Members

Clone Access Group Hands-On (contrsquod)

You have now successfully completed creating a new Access Group and editing Rights

Clone Access Group Hands-On (contrsquod)

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

MCUC Documentation Tutorials Article PDF Video Tutorial

User Guide

Access Groups ndash Setting Up and Configuring

Access Groups ndash Rights Tab

Additional Resources