Security

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Last updated: Dec 16, 2019 by Frank Gambino
4 min read

Before anyone can use 

RMS

, they must first be added as a User with specified security permissions. The permissions process controls a user's access to data. There are several ways to control permissions:

  • Create Groups with specific permissions.
  • Set permissions at the Users level.
  • Use a combination of group and user level permissions (recommended). 

Group level permissions can be overridden by user level permissions. The ability to create users and control permissions is determined by the administrator type. For more information, see Security administrator types and permissions.

For more information on Labor screens, see Security in the Labor screens.

Accessing the Security screen

  1. In the toolbar, click the Main Menu icon (  ).
  2. From the drop-down list, under the Admin section, select Security.
    The Security screen appears.

Overview of the Security screen

The table below displays fields, controls, and screen views annotated in the above graphic. 

#Screen element/ FieldDescriptionNotes
1

Search field

Search for a specific user.

The search field appears if the Users view ( ) is selected.

2User / Group listDisplays the list of all users or groups.
  • If the Users view ( ) is selected, this pane displays a list of all users.
  • If Groups view ( ) is selected, this pane displays a list of all groups.
3








Controls

Save

Save changes to users or groups.

Add new user / Add new group

  • Click ( ) to add a new user.
  • Click ( ) to add a new group.
  • If you are working with users, the plus icon ( ) appears.
  • If you are working with groups, the page icon ( ) appears.

Copy

Copies the selected user or group.

Delete

Deletes the selected user or group.

Edit Users

Select to work with users.Default: The Security screen opens with the User view selected.

Edit Groups

Select to work with groups.
Client

Select the client to work with.

For example, if your company owns Brand A and Brand B, you have the possibility of having three clients: Brand A only, Brand B only, Brands A & B combined. This field allows you to filter the user list by Client. Generally, you will only see or have access to one client. Usually it is the name of your company.

The Client menu appears only if the User view ( ) is selected.

Status

Filter the user list by:

  • All—Both active and inactive employees.
  • Active—Active users only.
  • Inactive—Inactive users only.

The Status menu appears only if the User view ( ) is selected.

DatabaseSelect database to work with.

The Database menu appears only if the Groups view ( ) is selected.

4Details paneThis pane updates with information for the selected user, group, or tab.
5Tabs

Tabs open configuration sub-screens for selected user or groups. Tabs include:

  • General
  • Properties
  • Groups
  • Actions
  • Data
  • Labor Structure
  • Budget Lines
  • EXECUScope
  • Authentication Levels

Tabs vary depending on whether you are viewing users ( ) or groups ( ).

6User viewThe details pane for the selected user.Default: User view opens on the General tab.
7Group viewThe details pane for the selected grop.Default: Group view opens on the al tab.

Adding a New User

  1. In the toolbar, click the Main Menu icon (  ).
  2. From the drop-down list, under the Admin section, select Security.
    The Security screen appears in a separate tab.
  3. Click the New icon ( ).
  4. Enter a Login Id, E-Mail, Password/Confirm Password. (See Users > General for information on these fields and the subsequent fields)
  5. Select the Type of user from the drop-down menu.
  6. Select the Locale of the user from the drop-down menu.
  7. Select a Client from the drop-down menu.
  8. Select or de-select Active.
  9. Proceed to the Users or Groups section to continue the employee configuration.

Note: By default, Users have no access to any data until you configure it at either the group or user level.



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