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.
· Click on the Add button and add all the information related to the User.
· 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.
Roles
· Click on Roles in User Authorization.
· The user here can define the role of the user.
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.
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.
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.
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.
Work Flow
· Click on the WorkFlow tab in User Authorization.
· Click the Add button, and a popup will appear.
· Click the Search icon, and a select window will appear.
· Select the required task and click the Select button.
· Give the View permission and add the task.
· All the added tasks will appear here.