Difference between revisions of "User Access"

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==Giving User Access==
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=Giving User Access=
  
 
Once you have created your required [[Forms]], [[Reports]] and [[Procedures]] you will need to give users access to them.
 
Once you have created your required [[Forms]], [[Reports]] and [[Procedures]] you will need to give users access to them.
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#Add a User.
 
#Add a User.
  
===Creating an Access Level===
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==Creating an Access Level==
  
  
  
====Home====
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===Home===
 
Choose the Form for this Access Level.
 
Choose the Form for this Access Level.
  
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</div>
 
</div>
  
====Code====
+
===Code===
 
Lookup code for this Access Level
 
Lookup code for this Access Level
====Description====
+
===Description===
 
Description of this Access Level
 
Description of this Access Level
====Forms====
+
===Forms===
 
Add Forms that will be available to this Access Level.
 
Add Forms that will be available to this Access Level.
  
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*Delete
 
*Delete
  
====Reports====
+
===Reports===
 
Add Reports that will be available to this Access Level.
 
Add Reports that will be available to this Access Level.
  
====Procedures====
+
===Procedures===
 
Add Procedures that will be available to this Access Level.
 
Add Procedures that will be available to this Access Level.
  
  
===Adding a User===
+
==Adding a User==
====Name====
+
===Name===
 
User's real name
 
User's real name
====Email====
+
===Email===
 
Email address
 
Email address
====Language====
+
===Language===
 
Select a language with a translation in [[Translations]].
 
Select a language with a translation in [[Translations]].
  
 
If left blank it will just use the English phrases used in nuBuilder.
 
If left blank it will just use the English phrases used in nuBuilder.
  
====Access Level====
+
===Access Level===
 
Select a previously defined Access Level.
 
Select a previously defined Access Level.
====Login Name====
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===Login Name===
 
nuBuilder Login Name
 
nuBuilder Login Name
====Enter New Password====
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===Enter New Password===
 
nuBuilder Login Password
 
nuBuilder Login Password
  
 
Only used when changing passwords.
 
Only used when changing passwords.
====Reenter New Password====
+
===Reenter New Password===
 
Repeat nuBuilder Login Password
 
Repeat nuBuilder Login Password
  
 
Only used when changing passwords.
 
Only used when changing passwords.

Revision as of 09:12, 8 July 2017

Giving User Access

Once you have created your required Forms, Reports and Procedures you will need to give users access to them.

To do this you need to do 2 things

  1. Create an Access Level.
  2. Add a User.

Creating an Access Level

Home

Choose the Form for this Access Level.

When you log in as a developer the first thing you see is the Home Form.

Each Access Level requires a Home Form, which will be its starting point for Users with this Access Level.

This Home Form should be a Launch Form.

Code

Lookup code for this Access Level

Description

Description of this Access Level

Forms

Add Forms that will be available to this Access Level.

Click the checkbox to enable the following on this Form..

  • Add
  • Print
  • Save
  • Clone
  • Delete

Reports

Add Reports that will be available to this Access Level.

Procedures

Add Procedures that will be available to this Access Level.


Adding a User

Name

User's real name

Email

Email address

Language

Select a language with a translation in Translations.

If left blank it will just use the English phrases used in nuBuilder.

Access Level

Select a previously defined Access Level.

Login Name

nuBuilder Login Name

Enter New Password

nuBuilder Login Password

Only used when changing passwords.

Reenter New Password

Repeat nuBuilder Login Password

Only used when changing passwords.