Slide 1

 

In this session we are looking at Access User Groups.

What they are for.

How we use them.

How we Register and, or de-Register Users to and from such Access User Groups.

 

Slide 2

 

 

 

Slide 3

 

 

 

Slide 4

 

 

 

Slide 5

 

 

 

Slide 6

 

On the User Groups Screen I am using the Look Up now to retrieve an existing User Group called  “Main”

 

Slide 7

 

And on this User Group we can see that there is currently 1 User Registered.

That is the Data Manager.

When we look at the Users currently listed in this Group, we note that we cannot change this list on this Screen.

We cannot add Users.

We cannot remove Users.

In fact, Users will appear on this list automatically when we Register, or de-Register them in the User Master Record.

 

Slide 8

 

 

 

Slide 9

 

 

 

Slide 10

 

 

 

Slide 11

 

 

 

Slide 12

 

 

 

Slide 13

 

 

 

Slide 14

 

 

 

Slide 15

 

 

 

Slide 16

 

On the User Master Record, for User DM  (Data Manager) we can see that the User Group, that this User is currently a part of, is “main” (Main Group).

 

Slide 17

 

But when we remove the Group from this field, and we update this User record, then this User will automatically disappear or be de-Registered from the Main Group.

 

 

Slide 18

 

 

 

Slide 19

 

 

 

Slide 20

 

 

 

Slide 21

 

 

 

Slide 22

 

 

 

Slide 23

 

 

 

Slide 24

 

 

 

Slide 25

 

 

 

Slide 26

 

 

 

Slide 27

 

And now that we look at the Group called “main”, we notice that DM is no longer Registered on this Group.

So the way that we Register to a Group is on the User Master Record.

And the way that we de-Register is by removing that Group or changing the Group on the User Master Record.

 

Slide 28

 

 

 

Slide 29

 

 

 

Slide 30

 

 

 

Slide 31

 

 

 

Slide 32

 

The only purpose that we have with these Access User Groups, is so that we can provide a new Option on the Menu Profiles to everybody in the Group at the same time.

 

Slide 33

 

 

 

Slide 34

 

 

 

Slide 35

 

 

 

Slide 36

 

 

 

Slide 37

 

 

 

Slide 38

 

 

 

Slide 39

 

So when we want to provide the new Menu Option to everybody, in a particular Group, we select the Group.

We select the Business Module or Application.

The Action and the Menu Process.

And then we grant Access.

 

Slide 40

 

 

 

Slide 41

 

 

 

Slide 42

 

 

 

Slide 43

 

 

 

Slide 44

 

 

 

Slide 45

 

 

 

Slide 46

 

 

 

Slide 47

 

 

 

Slide 48

 

 

 

Slide 49

 

So the moment I choose “Grant Access”, then this particular Menu Option is added to anybody that the System finds as belonging to this particular Group.

And on the same path, for everybody as specified here.

Now the System is immediately ready for us to do another Option.

 

Slide 50

 

 

 

Slide 51

 

 

 

Slide 52

So the use of User Access Groups is entirely optional.

It can be quite useful to add a new Option to everybody in the Group.

But when we use Subscription Profiles, then we do not use the Groups as much as when we have individual Menus for Users constructed on an individual basis.