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SA03|Overview of Access Groups

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Access Groups and Rights DefinedAccess Group TabsRights and PermissionsCloning Access Groups

Agenda

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Access Groups and Rights Overview

Access Groups and Rights Defined

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Define Member accessibility:• Modules• Records• Features

Access Groups and Rights Overview

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Define specific permissions including:• Approval levels • Delete rights• Edit rights

Access Groups and Rights Overview (cont’d)

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Three default Access Groups: • Maintenance Administrators• Maintenance Requesters• Maintenance Technicians

Access Groups and Rights Overview (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 and Rights Overview (cont’d)

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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)

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DetailsRepair CentersLocations / ReportsReports

Access Group Tabs

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General information stored:• Identification• Default application access

Details

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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)

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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

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Accessible Locations (Defaults):• Service Requester• MRO Work Center (including TWC)• Leaving blank = all 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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Now let’s take a look at navigating the different tabs of an Access Group record!

Navigating Access Group Tabs: Example

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Module and Type FiltersDescription 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 availableMost important rights include:• Delete• Access (General and Tab)• Edit • Authorization / Approvals

Description of Rights

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Can be individually selected Enable or Disable Action Bar used for mass updates:• Enable All• Disable All• Action

Enabling and Disabling Rights

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Green check mark in Enabled? column signifies status Enabling or disabling takes effect immediately (no logoff)

Enabling and Disabling Rights (cont’d)

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Now let’s take a look at enabling and disabling Access Group Rights!

Enable and Disable Rights: Example

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Cloning Access Groups OverviewAdjust RightsEdit Repair Centers Limit Locations / Reports

Cloning Access Groups

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If similar permissions to existing group, preferable to clone Quick and convenient way to create new Access Group

Cloning Access Groups Overview

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Edit 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

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Custom Report Groups can be created, specific to a Location or Repair Center

Limit Locations / Reports (cont’d)

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