Security User

Article Index

1 User
2 Procedures
3 User Dialog
4 Procedures

User

The User screen displays the names of all users that are known to Framework ECM, the groups they belong to, and other user and security level information.

The Security Group drop-down list includes all security groups in Framework ECM. All users are assigned to a user group. Selection of a security group from the list will display a list of users that are specifically assigned to that group.

Example

A user who belongs to the Administration Staff group may only edit the jobs against which their name has been entered as an administrator.

Procedures

Creating A Framework User

Click New. The General tab of the User dialog will be displayed.
Enter the details.
Select the Region/Division tab.
Enter the details.
Click OK. The dialog will close, and a new user will be created.

User Dialog

This dialog is used to create a new user or edit existing ones.

User Dialog - General Tab

The General tab is used to enter basic details about a Framework ECM user, such as their login name and password.

General Group

Field	Description

Field	Description
Staff	Staff member entity name. A user must be linked to a Staff Member entity. If the entity does not exist, it can be created from this dialog.
User Name	User name for the staff member to login to Framework applications. Example A common format for a login name is to use first initial and surname, such as tsmith, awilson, etc.
Name	Name that will represent the user when logged in to Framework applications. Example The name appears as the creator of Comments, Messages, or Alerts.
User Group	User group applied to the user.
Reg/Div Restricted?	When set to Yes, the user's access in Reporting is modified to exclude Region/Divisions not allocated to them.
Reg/Div Super User?	When set to Yes, Super User attributes are assigned to the user, but only for the Region/Divisions allocated to them.
Super User?	Is the user a super user? No (Default) Yes
Override Grp Sec Level?	Does the user override the group security level? No (Default) Yes
Level	Security Level applied to the user
Override Same Level?	Can the user edit a job belonging to another user in the same level as them? No (default) Yes
Inactive?	Is the user inactive and able to log in? No (default) Yes
Linked Domain User	Active directory credentials for automatic login
Entitlement Group	A predefined group to control the allocation of entitlements.

Password Group

Field	Description

Field	Description
Password	Password for the user name to access the system.
Confirm Password	A field to re-enter the password to confirm it has been entered correctly in the Password field above.

Work Order Group

Field	Description

Field	Description
Approval Threshold	The Work Order Threshold group that the user belongs to.
Approval Manager	Select the user who can approve work orders for the user.

Notes Group

Free text area for notes regarding the user.

User Dialog - Region/Division Tab

The Region/Division tab is used to display region/divisions that are assigned to a specific user.

Region/Division List

Column	Description

Column	Description
Default	Indicates if a region/division is the user's default region/division and will be the first listed at login.
Region/Division	Name of the allocated region/division.
Department	Name of the allocated department for the user in that region/division.
Inactive	Is this region/division record still active for the user?

Procedures

Allocating A Region/Division To A User

From the toolbar, click. The User Region/Division dialog will be displayed.
Enter the details.
Click OK. The dialog will close, and a new region/division will be allocated to the user.

User Region/Division Dialog

This dialog is used to assign login standards and tools to a user.

General Group

Field	Description

Field

Description

Region/Division

Region/division to be allocated to a user.

Default?

Is the region/division the default selection?

No (default):
Yes:

Inactive?

Is the region/division inactive for this user?

No (default):
Yes

Log In Group

Field	Description

Field

Description

Module

Default Framework ECM module opened when the user logs in.

Initial Licence

The licence that will be used when the user first logs in.

CRM Tools Group

Field	Description

Field	Description
Department	Department that will be allocated to a CRM record the user creates, such as a Comment or Alert.
Team	Team that will be allocated to a CRM record the user creates.
Method	Default method that will be applied to a CRM record the user creates.
Show Alerts?	Alerts created for a client, job or land record will be automatically displayed to the user? No Yes (default)
Show Follow Up?	Follow-Ups created for a client, job or land record will be automatically displayed to the user? No Yes (default)

Work Flow Analysis Group

Field	Description

Field	Description
Show Analysis?	Is the user set up to run work flow analysis tests? No (default) Yes
Major Stage	Major Work flow stage of the jobs to be considered for the user's tests.
Minor Stage	Minor Work flow stage of the jobs to be considered for the user's tests.
Staff Role	Staff Role allocated to the jobs to be considered for the user's tests.
Staff Member	Staff Member allocated to the jobs to be considered for the user's tests.
Results To Include	Type of test to be applied for the user. These are based on elements such as whether the tasks are completed or not, due to be completed, or have exceeded the allowed duration.
Tests To Perform	Work flow tests are allocated to a staff member. Click the Tests To Perform drop-down button to select the staff member whose tests are to be considered for the user.