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

1. Overview of Access Groups
(SA03)
System Administrator Track

2. 1. Open Internet Explorer
2. Type into the address bar: www.maintenanceconnection.com
3. Click Log In button
4. Enter the following:
Member ID: SA_CHECKPOINT
Password: Checkpoint2014
Note: During the seminar, please do not “Save” while following along with a
specific example unless directed to do so by your course instructor.
Wireless SSID: CHECKPOINT
Wireless Password: CHECKPOINT
Logon Instructions

3. Presenter Names: Marc Ackers and
Adam O’Brien
Background information:
• Role and expertise at Maintenance
Connection
• Fun Fact
Presenter Bio

4. Access Groups and Rights Defined
Access Group Tabs
Rights and Permissions
Cloning Access Groups
Agenda

5. Access Groups and Rights Overview
Access Groups and Rights Defined

6. Define Member accessibility:
• Modules
• Records
• Features
Access Groups and Rights Overview

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

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

9. 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)

10. 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)

11. Details
Repair Centers
Locations / Reports
Reports
Access Group Tabs

12. General information stored:
• Identification
• Default application access
Details

13. 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)

14. 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

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

16. Example of Accessible Locations (Defaults)
Locations / Reports (cont’d)

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

18. Lists members associated with selected
Access Group
Click on Member to access record
Reports

19. Module and Type Filters
Description of Rights
Enabling and Disabling Rights
Rights and Permissions

20. Two filters used to limit rights
displayed:
• Module Filter
• Type Filter
Module and Type Filters

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

22. 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)

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

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

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

26. Cloning Access Groups Overview
Adjust Rights
Edit Repair Centers
Limit Locations / Reports
Cloning Access Groups

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

28. Edit Rights to ensure permissions are
accurate for new Access Group
Adjust Rights

29. Verify or correct Repair Centers to limit
access
Edit Repair Centers

30. Locations can be added to limit access
Limit Locations / Reports

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

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

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

34. 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)

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

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

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

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

39. For access to documentation and tutorials,
reference www.mcuserconnect.com
MC User Connect

40. MCUC Documentation / Tutorials Article PDF Video
Tutorial
User
Guide
Access Groups – Setting Up and
Configuring
Access Groups – Rights Tab
Additional Resources