...
...
Summary
The Users Roles section provides the ability to create and manage ECM users and user rolesroles. Roles define the user access level allowed for viewing and editing ECM modules and reports. Each user is assigned a role in accordance with their job functions.
...
Roles
The Users Roles grid lists ECM users and shows their status (disabled or not disabled)roles available.
ECM
Item | Description | |
|---|---|---|
| Add UserRole | Click to launch the Add User page Role popup to add an ECM usera role | |
| Save Changes | Click to save changes | |
| Cancel Changes | Click to discard changes | |
| Search (text box) | Click in field to search information in the grid; numbers, letters and some characters accepted | |
| Edit (pencil) | To edit an ECM userrole, click the edit icon (pencil) | |
| Email Address | User's email address | |
| Full Name | User's full name | |
| Nickname | User's nickname | |
| Disabled | Click to disable ECM user account (Alternate: click Disable on the Edit User page) Name | Name of role. Click in field to edit name in grid or click edit icon to open edit dialog.
|
| Description | Description of role. Click in field to edit description in grid or click edit icon to open edit dialog. |
Other:
- Pagination - Pagination tool at bottom allows user to page to previous or next pages or go to first or last pages
- Number of items selector - Allows user to select number of items to be displayed on the page (Default: 50)
- Number of items shown - Displays the number of items shown out of the total number of items available
Add
...
Role
- Click Add UserComplete the information for all fields except External CodeRole
- Enter name and description for role
- Click Save to save changes and close the window
- Click Cancel to discard changes and close the window
- Click Save Changes on the Users Roles grid to save new user
| Info | ||
|---|---|---|
| ||
Required: After adding a new user, the next required step is to edit the user to assign them to role(s) and site(s). See Roles Management and Sites Management below. |
...
- role
Edit Role
- Click edit icon (pencil) to launch the Edit - User Role page.
- The User Type of the selected user will determine what information is shown and is editable.
User Type - Regular ECM User
- For a Regular ECM User, Edit - Users fields can be edited as desired and roles and sites management options can be set.
- Roles Management - Select the role desired
- Sites Management - Select the sites that the user has permission to manage in ECM. Use Select All to select all sites if needed.
User Type - Account Administrator
- For an Account Administrator, Edit - Users only allows changes to the fields shown.
- Roles and Sites management settings cannot be changed.
- After editing: Module Access
- Each ECM Module and sub-module (if applicable) is shown with Access Type ViewEdit
- Select the ECM modules that this role will be allowed to view and/or edit
- Click the top checkbox to select all modules
- Click Save to save changes and close the window or Cancel to discard changes and close the window
- ECM Access
- Pre-condition: A role must have permission in Module Access to view and/or edit reports
- ECM reports are listed in the Description column
- Selec the ECM reports that this role will be allowed to run
- Click the top checkbox to select all modules
- Click Save to save changes and close the
window Click - window or Cancel to discard changes and close the
window - window
