User Authorization

· After signing in, go to File -> User Authorization.

User

· Click on the User tab in the User Authorization.

· In the User screen, we can add new User and information related to the User.

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· Click on the Add button and add all the information related to the User.

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· Once the User is defined, right-click on the User and select Security.

· User can select

1. User Item

2. User Region

3. User Resource

4. User Data Measure

5. User Uom

· Once the User selects the securities, they will only have access to the securities defined on this page.

· The user will not be able to sign in after a certain number of days without using the application (as specified in the Password Policy). Such accounts can be reactivated on the User screen.

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Roles

· Click on Roles in User Authorization.

· The user here can define the role of the user.

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Role Info

· Click on the Role Info tab in User Authorization.

· User in this screen can provide privileges for the attributes.

· The privileges are

1. Add flag

2. Edit flag

3. Delete flag

4. View flag

· Based on the requirement, the user can tick the flag and use the privilege for attributes.

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User Role

· Click on the User Role tab in User Authorization.

· In this screen user can select the Role and the User.

· Click on the edit flag and select the Role and User.

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Role Alerts

· Click on the Role Alerts tab in User Authorization.

· The admin can set alerts for each role on this screen.

· The alert reports are sourced from the Alert Email screen.

· Select the role for which the admin wants to set an alert, and click the Add icon in the grid.

· Choose an alert from the dropdown and select a mode: Interval, Open, or Both.

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Interval Alert will show only on the Interval which defined in the Alert Email screen
Open Alert will show in the home page after each Login time
Both Both Open and Interval will perform

· Provide the required information and click Save. It will display as shown below.

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Work Flow

· Click on the WorkFlow tab in User Authorization.

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· Click the Add button, and a popup will appear.

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· Click the Search icon, and a select window will appear.

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· Select the required task and click the Select button.

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· Give the View permission and add the task.

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· All the added tasks will appear here.

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