Assigning Security Groups

User Groups

User groups make it simple to set up access to various portions of the system. Instead of setting individual access rights for every user on every screen (which you can do... if you want) set up user groups for the different levels of security and assign security levels to those groups. Then you can simply assign users to a user group and all of their access rights will be set accordingly.

The Operator Browse screen is on CRMworx's Update User screen in the Company/Vendor section. Any Supervisor can add new Users using these built-in Operator Browse and Form Screens. On the Form are the following fields;

First name & Last name: These apply to the Operator.

Login: This is the Login Code the user will use to identify himself to the system. Note that the Supervisor cannot set the Password for the user. The Password will default to be the same as the Login Code, after that only the user can change it.

Level: Set the User to be either another Supervisor, and Operator, or a User with No Access to this Area.

Default Access: If the User is an Operator, then you can set their Default Access. this is typically either All Access, or No Access, but it can also be set to the Login code of another Operator. In that case the new Operator will assume all the current Screen Security settings of the selected Default Access Operator.

User Group: If the User is an Operator, then he can belong to a pre-defined User Group. For complete information on what User Groups are, read the section in this guide entitled Setting-up User Groups>Main.

By now you should have all of your user groups, and all of your users assigned to their groups. Now you are ready to begin setting screen/window and control options for each user. While logged in as Supervisor, you must go into every screen and press CTRL-F8. This will bring up the Set User Access screen. You will see a list of your User Groups, and a list of protected controls that are initially all set to Yes for access. Double-clicking on a Yes or No will cause it to toggle. For each user group, turn off the controls you do not want that user group to have access to in the current screen.

USER TIP: If you give a user ALL ACCESS in the [Default Access] field then you must manually reset the controls that you wish to restrict in each module or CRMworx screen. Conversely, if you set the field to NO ACCESS you must manually reset the controls that you wish to enable for the user or group.