Difference between revisions of "Form - Security Access"

Revision as of 11:28, 2 April 2012

In the section Database - Security Access, the following functionality occurs:

1. Campaign - Profile access to a user
2. Campaign - Single - Add - User to campaign
3. Campaign - Multiple - Add - Users to campaign
4. Campaign - Multiple - Add - Campaign to users
5. Campaign - Multiple - Remove - Users from campaign
6. Profile access to a Database
7. Add Security groups to a Database
8. Add Databases to a security group
9. Remove Security groups from a Database
10. Remove Databases from a security group

1 Campaign - Profile access to a user

• Choose the campaign.
• A list of users with access to this campaign will be returned to the screen.
• The date and time of the users last activity with this campaign will also be listed.

2 Campaign - Single - Add - User to campaign

• Choose the campaign from the dropdown list.
• Choose the user for the dropdown list below the campaign list.
• Store assignment.
• This user now has access to this campaign.

3 Campaign - Multiple - Add - Users to campaign

• Choose the campaign.
• Check the box beside the users you wish to grant access to.
• Alternatively, you can select all using the Select All button at the top of the page.
• Save and continue.
• These users have not been added to this campaign.

4 Campaign - Multiple - Add - Campaigns to Users

• Lookup the user to add multiple campaigns to.
• Enter their name in the text box if you know it.
• If you do not know their name, click on the Lookup button at the top of the page.
• A complete list of users will be returned to the screen.
• Click on the user you wish to add campaigns to.
• A list of campaigns will be returned to the screen.
• Check the box beside the campaigns you wish to add.
• Alternatively, Select All the campaigns listed by clicking on the Select All button at the top of the screen.

5 Campaign - Multiple - Remove - Users from Campaign

• Choose the campaign.
• A list of users will be returned to the screen.
• Check the box beside the users that you would like to remove from the campaign.
• Click the delete button.
• These users can be added again at a later date.

6 Profile access to a database

• Choose the campaign.
• The groups with security access to this campaign will be returned to the screen.

7 Add Security groups to a Database

• Choose the campaign from the dropdown list.
• Choose the group from the list of groups from the dropdown list.
• Store the assignment.
• This security group has not been added to the selected campaign.

8 Add Databases to a Security Group

• Select the group from the list of groups listed on the screen.
• Choose the campaigns from the list by checking the box beside the name.
• Alternatively, select all the campaigns byt clickin the Select All button at the top of the screen.
• Click Continue.
• This security group has now been added to the campaigns selected.

9 Remove Security Groups from a Database

• Choose the campaign.
• Select the group you wish to remove access to by checking the box beside their name.
• Click the Delete button.
• This group no longer has access to this campaign.

10 Remove Databases from Security Groups

• Choose the Group.
• Select the campaigns you wish to remove from this security group by checking the box beside their name.
• Click Delete.
• These campaigns have now been removed from this security group.