10.8. Users, Groups and Roles

Previous: Products  

Users

From the site setup page, select Users and Groups Administration to register personnel and assign their roles. Note that client contacts are not registered here – they are accessed via the Clients option on the main menu

Create a new user by clicking [add new user] on the user overview page, or serach for an existing user

Find or add a user

[show all] Lists all users in the system

Users

Create a new user

Click on the [add new user] button to add a user

Enter the details in the fields, return to User/Group management and assign the required roles for that user. Once the user details have been registered an email is sent by the server to the user, so that the user can set his/her own password.

Note: This email must be answered within 24 hours.

Editing a user

Click on the user name on the list to view or modify user details

User properties edit

Enter the user details, and optionally load a portrait of the user

Groups and Roles

Click on the |group membership| tab to assign this user to a group
Roles determine the authorisation and functionality the user has within the system
The following roles are defined:

• member – all members of the portal are in the member group. Client contacts are typically only members of this group, and may view only their own company’s data

• labmanager – Bika setup functionality and all other functionality except system setup functions reserved to the system administrator

• labtechnician – analysts able to manage test results and worksheets

• labclerk – able to receive samples, submit analysis requests and manage product orders
• verifier –  permitted to verify and retract analysis requests and worksheets. This role must be combined with another role (e.g. labtechnician) to provide functional access to the system

• publisher –  permitted to publish and retract analysis requests. This role must be combined with another role (e.g. labtechnician) to provide functional access to the system

• manager

• owner

Groups are logical collections of users, such as departments and business units. Groups are then given roles, and users are assigned to groups. The users within the group inherit the functionality of the roles assigned to the group

Click on the |groups| tab from the main Users and Groups Administration  area to manage groups

Groups overview

To assign roles to groups, select the appropriate checkboxes and click the [apply changes] button

Click on the [add new group] button to add a group, or click on the group name to view or modify group properties

Group properties

Adding Users to Groups

Users may be added to groups in two ways: Edit the user, and select multiple groups they should join, or edit the group and add multiple users

Click on the |group membership| tab of the user properties form:

Group membership for user

The available groups are shown above, while the current groups to which this user belongs are shown below. Select the appropriate checkboxes and click on [add user to selected groups] to add the user. To cancel the user’s membership to the group select the appropriate checkbox from the Current Group Memberships list, and click on [remove selected groups]

To add multiple users to a group, click on the |group members| tab of the group properties form

Group membership

The available users are shown above, while the current group members are shown below. Select the appropriate checkboxes and click on [add selected users to this group] to add the user. To cancel the user’s membership to the group select the appropriate checkbox from the Current Group Members list, and click on [delete selected users]. Deleting a user does not remove the user from the system, it is only removed from this group

Previous: Products