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security_edit_forms [2017/01/10 12:08] steveclarke |
security_edit_forms [2018/10/18 15:20] (current) 72.38.112.148 [Tab Strip] |
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===== Security Edit Forms ===== | ===== Security Edit Forms ===== | ||
- | The Security forms edit page allows users to edit a [[security_entry_role|Role]] or [[security_entry_user|User]] rights to access Forms. A Form can be a menu option or a report (accessible through the Report Selector FIXME link). Roles and Users can have one of three levels of access: | + | The Security forms edit page allows users to edit a [[security_entry_role|Role]] or [[security_entry_user|User]] permissions to access Forms. A Form can be a menu option or a report (accessible through the [[report_selector|Report Selector]]). Roles and Users can have one of three levels of permissions: |
* None - No access to the menu option or report. | * None - No access to the menu option or report. | ||
- | * Browse - The user has read only rights to the menu option, meaning they can view records and maintenance pages but cannot create new records, expire records or make any changes to records. The user can run the reports. | + | * Browse - The User has read only permissions to the menu option, meaning they can view records and maintenance pages but cannot create new records, expire records or make any changes to records. The User can run the reports. |
- | * Full - The user has full rights to the menu option, meaning they can view records, create new records, expire records or update existing records. | + | * Full - The User has full permissions to the menu option, meaning they can view records, create new records, expire records or update existing records. |
- | Note: User rights might be restricted by [[security_edit_forms|Form rights]] or the record being [[concepts#Record Locking|locked]]. | + | Note: User permissions might be restricted by Form permissions or the record being [[concepts#Record Locking|locked]]. |
{{:securityedtforms.png?600|}} | {{:securityedtforms.png?600|}} | ||
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==== Modifying Access Level ==== | ==== Modifying Access Level ==== | ||
- | To modify the Access level of a form, right-click the row to open the context menu. Select **None**, **Browse** or **Full**. | + | To modify the access level of a form, right-click the row to open the context menu. Select **None**, **Browse** or **Full**. |
- | Note: The user can also select multiple rows to apply the Access Level change to. All selected rows are affected when modifying the access level. To learn more about selecting records click [[general_navigation_grids#Selecting Records|here]]. | + | Note: The User can also select multiple rows to apply the access Level change to. All selected rows are affected when modifying the access level. To learn more about selecting records click [[general_navigation_grids#Selecting Records|here]]. |
{{:securityedtformscontextmenu.png?600|}} | {{:securityedtformscontextmenu.png?600|}} | ||
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{{:securityedtformsselectall.png?600|}} | {{:securityedtformsselectall.png?600|}} | ||
- | ==== Copying Another Users Rights ==== | + | ==== Copying Another Users Permissions ==== |
- | Sometimes it is easier to copy another [[security_entry_user|User's]] set of Form rights then to set them all individually. To copy another User's Form rights, select the User from the drop down list, then, click the **Apply** button. | + | Sometimes it is easier to copy another [[security_entry_user|User's]] set of Form permissions then to set them all individually. To copy another User's Form permissions, select the User from the drop down list, then, click the **Apply** button. |
{{:securityedtformscopy.png?600|}} | {{:securityedtformscopy.png?600|}} | ||
==== Tab Strip ==== | ==== Tab Strip ==== | ||
- | The Tab strip will change depending on whether a User or a Role is being maintained. | + | The Tab strip will change depending on whether a User or a Role is being maintained. Audit will navigate to the [[audit|Audit page]] and displays Audit information for the selected record. |
=== Role === | === Role === |