The document provides an overview of access groups in MC University. It defines access groups and rights, describing how access groups are used to define member permissions for modules, records, and features. It also covers the default access groups, individual rights, access group tabs for general information and application access, and repair centers, locations, and reports that can be limited for each group. The document discusses enabling and disabling rights as well as cloning access groups to quickly create new groups with similar permissions.

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 Defined

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

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Default Access Groups:
Each group has its own access rights
Access Groups & Rights Defined (cont’d)

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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 &Rights Defined (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 & Rights Defined (cont’d)

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

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General information stored:
• Identification
• Default application access
Details

11. MC University
Application Chooser displays interface
options to select
• Separates interfaces of MC
• Application Chooser will vary for users
Details (cont’d)

12. MC University
List of Repair Centers that Members
should have access to
• 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 = either all access or no access
Locations / Reports

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

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

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

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Interactive Example 1
Let’s practice the skill you just learned! Check
out the following interactive example, located
under the MCU course slides:
• SA03 – Navigating Access Groups

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

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

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

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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)

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

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

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

25. MC University
Interactive Example 2
Let’s practice the skill you just learned! Check
out the following interactive example, located
under the MCU course slides:
• SA03 – Enabling and Disabling Rights

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

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If existing group has similar permissions
it is preferable to clone
Quick and convenient way to create
new Access Group
Cloning Access Groups Overview

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Edjust Rights to ensure permissions are
accurate for new Access Group
Adjust Rights

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Verify or correct Repair Centers to limit
access
Edit Repair Centers

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Locations can be added to limit access
Limit Locations / Reports

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

32. MC University
Interactive Example 3
Let’s practice the skill you just learned! Check
out the following interactive example, located
under the MCU course slides:
• SA03 – Cloning an Access Group

33. Thank You for
Watching!