This session will define access groups, explain their relationship to member records, and provide an overview of their functionality.

1. MC University
SA03|Overview of Access Groups

2. MC University
Access Groups and Rights Defined
Access Group Tabs
Rights and Permissions
Cloning Access Groups
Agenda

3. MC University
Access Groups and Rights Overview
Access Groups and Rights Defined

4. MC University
Define Member accessibility:
• Modules
• Records
• Features
Access Groups and Rights Overview

5. MC University
Define specific permissions including:
• Approval levels
• Delete rights
• Edit rights
Access Groups and Rights Overview (cont’d)

6. MC University
Three default Access Groups:
• Maintenance Administrators
• Maintenance Requesters
• Maintenance Technicians
Access Groups and Rights Overview (cont’d)

7. MC University
All members of each Access Group
share permissions
Can have as many Groups as needed
• Unique permissions for individuals per
organization
• Number of groups will vary
Access Groups and Rights Overview (cont’d)

8. MC University
Individual rights can be set via Labor,
Requester, or Membership record:
• Specific locations
• Report groups
• Modify accessible applications
Access Groups and Rights Overview (cont’d)

9. MC University
Details
Repair Centers
Locations / Reports
Reports
Access Group Tabs

10. MC University
General information stored:
• Identification
• Default application access
Details

11. MC University
Application Chooser displays interface
options to select
• Separates interfaces of MC
• Most common are MGR, TWC, or R
• Application Chooser will vary for users
Details (cont’d)

12. MC University
List of Repair Centers that Members
should have access
• Labor / Requester record default access
Leaving blank will give access to all
Repair Centers
Repair Centers

13. MC University
Accessible Locations (Defaults):
• Service Requester
• MRO Work Center (including TWC)
• Leaving blank = all access
Locations / Reports

14. MC University
Example of Accessible Locations (Defaults)
Locations / Reports (cont’d)

15. MC University
Accessible Report Groups limit report
access
• Leave blank for all Report Group access
Common to create Custom Report
Groups
Locations / Reports (cont’d)

16. MC University
Lists members associated with selected
Access Group
Click on Member to access record
Reports

17. MC University
Module and Type Filters
Description of Rights
Enabling and Disabling Rights
Rights and Permissions

18. MC University
Two filters used to limit rights
displayed:
• Module Filter
• Type Filter
Module and Type Filters

19. MC University
Module Filter options:
• All modules
• Individual module selections
Module and Type Filters (cont’d)

20. MC University
Type Filter options:
• All Types or rights
• Individual Type of right selections
• Some rights not available in all modules
Module and Type Filters (cont’d)

21. MC University
Many different types of Rights available
Most important rights include:
• Delete
• Access (General and Tab)
• Edit
• Authorization / Approvals
Description of Rights

22. MC University
Can be individually selected
Enable or Disable Action Bar used for
mass updates:
• Enable All
• Disable All
• Action
Enabling and Disabling Rights

23. MC University
Green check mark in Enabled? column
signifies status
Enabling or disabling takes effect
immediately (no logoff)
Enabling and Disabling Rights (cont’d)

24. MC University
Cloning Access Groups Overview
Adjust Rights
Edit Repair Centers
Limit Locations / Reports
Cloning Access Groups

25. MC University
If similar permissions to existing group,
preferable to clone
Quick and convenient way to create
new Access Group
Cloning Access Groups Overview

26. MC University
Edit Rights to ensure permissions are
accurate for new Access Group
Adjust Rights

27. MC University
Verify or correct Repair Centers to limit
access
Edit Repair Centers

28. MC University
Locations can be added to limit access
Limit Locations / Reports

29. MC University
Custom Report Groups can be created,
specific to a Location or Repair Center
Limit Locations / Reports (cont’d)

30. MC University
Now let’s practice cloning an Access
Group and editing Rights!
Clone Access Group: Hands-On

31. MC University
Navigate to the Access Group Module
Select the Maintenance Administrators
Access Group
Select the Clone button
Clone Access Group: Hands-On (cont’d)

32. MC University
Find cloned Access Group and rename the
Access Group ID to SA03_YOURINITIALS
Edit the Name to SA03_YourName
Save your Access Group
Clone Access Group: Hands-On (cont’d)

33. MC University
Navigate to the Rights tab
Select the Module as All
Select the Type as Delete
Clone Access Group: Hands-On (cont’d)

34. MC University
Click the check mark to select all of the
listed Delete Rights
Select Action and Disable Selected
Clone Access Group: Hands-On (cont’d)

35. MC University
The Access Group will now be available
to add to existing Member records or
for new Members
Clone Access Group: Hands-On (cont’d)

36. MC University
You have now successfully completed
creating a new Access Group and
editing Rights!
Clone Access Group: Hands-On (cont’d)

37. Thank You for
Watching!