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SA03 - Overview of Access Groups (MCU)
The document provides an overview of access groups and rights at MC University, detailing how to define accessibility and specific permissions for members. It explains the default access groups, how to clone access groups, and the process for editing rights and permissions. Additionally, it includes guidance on managing accessible locations and report groups to ensure that permissions are correctly assigned.
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SA03 - Overview of Access Groups (MCU)
- 1. MC University SA03|Overview ofAccess Groups
- 2. MC University Access Groupsand Rights Defined Access Group Tabs Rights and Permissions Cloning Access Groups Agenda
- 3. MC University Access Groupsand Rights Overview Access Groups and Rights Defined
- 4. MC University Define Memberaccessibility: • Modules • Records • Features Access Groups and Rights Overview
- 5. MC University Define specificpermissions including: • Approval levels • Delete rights • Edit rights Access Groups and Rights Overview (cont’d)
- 6. MC University Three defaultAccess Groups: • Maintenance Administrators • Maintenance Requesters • Maintenance Technicians Access Groups and Rights Overview (cont’d)
- 7. MC University All membersof 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 rightscan 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 informationstored: • Identification • Default application access Details
- 11. MC University Application Chooserdisplays 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 ofRepair 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 ofAccessible Locations (Defaults) Locations / Reports (cont’d)
- 15. MC University Accessible ReportGroups limit report access • Leave blank for all Report Group access Common to create Custom Report Groups Locations / Reports (cont’d)
- 16. MC University Lists membersassociated with selected Access Group Click on Member to access record Reports
- 17. MC University Module andType Filters Description of Rights Enabling and Disabling Rights Rights and Permissions
- 18. MC University Two filtersused to limit rights displayed: • Module Filter • Type Filter Module and Type Filters
- 19. MC University Module Filteroptions: • All modules • Individual module selections Module and Type Filters (cont’d)
- 20. MC University Type Filteroptions: • 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 differenttypes of Rights available Most important rights include: • Delete • Access (General and Tab) • Edit • Authorization / Approvals Description of Rights
- 22. MC University Can beindividually selected Enable or Disable Action Bar used for mass updates: • Enable All • Disable All • Action Enabling and Disabling Rights
- 23. MC University Green checkmark in Enabled? column signifies status Enabling or disabling takes effect immediately (no logoff) Enabling and Disabling Rights (cont’d)
- 24. MC University Cloning AccessGroups Overview Adjust Rights Edit Repair Centers Limit Locations / Reports Cloning Access Groups
- 25. MC University If similarpermissions to existing group, preferable to clone Quick and convenient way to create new Access Group Cloning Access Groups Overview
- 26. MC University Edit Rightsto ensure permissions are accurate for new Access Group Adjust Rights
- 27. MC University Verify orcorrect Repair Centers to limit access Edit Repair Centers
- 28. MC University Locations canbe added to limit access Limit Locations / Reports
- 29. MC University Custom ReportGroups can be created, specific to a Location or Repair Center Limit Locations / Reports (cont’d)
- 30. MC University Now let’spractice cloning an Access Group and editing Rights! Clone Access Group: Hands-On
- 31. MC University Navigate tothe Access Group Module Select the Maintenance Administrators Access Group Select the Clone button Clone Access Group: Hands-On (cont’d)
- 32. MC University Find clonedAccess 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 tothe Rights tab Select the Module as All Select the Type as Delete Clone Access Group: Hands-On (cont’d)
- 34. MC University Click thecheck 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 AccessGroup 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 havenow successfully completed creating a new Access Group and editing Rights! Clone Access Group: Hands-On (cont’d)
- 37.