Granting screen-level permissions to user groups - HxGN EAM - 12.0.1 - Help - Hexagon

Grant screen-level permissions for data manipulation. Screen authorization for user groups is critical to database security and data integrity.

Because even the system administrator can be locked out of HxGN EAM, it is important to allow at least one other person, in addition to the system administrator, permission to the Users form.

1. Select Administration > Security > User Groups.

2. Select the user group for which to grant screen-level permissions, and then click the Screen Permissions tab.

3. Click the plus sign (+) beside the menu and/or sub-menu you wish to view. The menu and/or sub-menu and are expanded and the folders and screens that reside at various levels below the main menu and/or sub-menu structure are displayed.

4. Select the screen to which to apply screen-level permissions. Screen Permissions becomes unprotected.

   

   • If a screen has tabs in addition to a List View page and Record View page, select the tab to which you want to apply screen-level permissions.

   • Tab Available and Tab Always Displayed become unprotected if the tab is available at the screen level.

   • If you select a screen or tab that has system-defined security, certain fields will remain protected. For example, the Issue/Return Parts deletes are not allowed.

5. Select one or more of the following attribute options to determine the level of permissions authorized for the user group:

   Check Box	Description
   Query	Select to allow users to retrieve data from the database.
   Insert	Select to allow users to insert new data into the database.
   Update	Select to allow users to update data previously retrieved from existing records in the database. Users must have query permission to update database information.
   Delete	Select to allow users to delete data from the database. Users must have query permission to delete data from the database.
   Tab Available	Select to make a tab available to the user group.
   Tab Always Available	Select to display the tab to the user group at all times.

   

   

   • If the user group has permissions to insert or update to a screen, the user group must also have Query permissions to that screen.

   • When you clear the Query, the Update and Delete check boxes are unselected.

   • When you select Tab Always Displayed, Tab Available is selected.

6. In Security Filter, specify the necessary Dataspy to prevent the user group from accessing specific records.

7. Click Submit.