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LESSON 12: UTILIZE THE USER MANAGER TO SET

               PERMISSIONS



               Learning Objectives

                   •   Create user groups
                   •   Set user permissions for a group
                   •   Populate group with users
                   •   Send login/reset password message


               Introduction
               The process of setting up users in the system consists of two steps. Firstly, we need to
               create personnel records. Secondly, we must assign personnel to user groups. The User
               Manager tool simplifies the process of adding new groups, finding user details and
               permissions, managing login and password, as well as keeping track of the groups that have
               already been created.

               Default user groups included in the system are Personnel: No Access; Overall Firm
               Administrator; Administrators, No Group, Full User Group, CRM User Group.


                          Activity 12.1 – Create user groups



               Activity Steps
                   1. Click the Administration        button
                          a. Hover over General Administration
                          b. Select User Manager from the secondary dropdown menu
                   2. Click the + New User Group button at the top-left of the module
                   3. Type “Users: Seller Doer User Group” into the Name field
                   4. Click Create Group



               User Group Permissions

               Manage User Permissions in the bottom pane of the User Manager module. The first tab
               summarizes the set permissions. The second tab lists all modules in the left and the
               individual keys in the right pane.

               When setting up permissions for User Groups, three User levels can be defined within most
               Modules. They are Full, Self, or Firm Org.


               Full – User can read, edit, and delete every record within the assigned module



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