Page 10 - Unanet AE: Administering the System
P. 10
LESSON 1: MANAGING SYSTEM-WIDE PERMISSIONS
Learning Objectives
Explain how to set up system-wide permissions.
• Summarize how to set up User and Group permissions.
• Recall how to manage passwords.
• Explain how to assign Document Manager permissions.
• Explain how to assign Navigator Query permissions.
User and Group Permissions
Permissions can be assigned to users and/or groups. Groups usually are established
based on common departmental requirements. For example, the user may establish an
Accounts Receivable group and assign all personnel who perform client billing to that
group. When doing so, assign least common denominator rights to that group, since
one member of the group is likely a manager and will receive more rights. A user can
belong to multiple groups and has all the combined rights. If someone in the Accounts
Receivable group requires additional access, assign the user to another group.
User permissions are assigned per applet. Applets are the subcategories within a
module. Each applet has four basic rights.
• View: Gives users permission to view records.
• Edit: Gives users permission to modify records.
• Add: Gives users permission to add records.
• Delete: Gives users permission to delete records.
If no right is selected, the applet does not appear on the Main Menu for that user.
Likewise, if no applets are viewable within a given module, that module will not appear
in the Main Menu for that user. Some applets have special rights in addition to the four
basic rights. The permission name is indicative of what it controls.
Lesson 1: Managing System-wide Permissions ©2022 Unanet. All rights reserved. 10
