Difference between revisions of "Form - Security Access"

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In the section Database - Security Access, the following functionality occurs:
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Database - Security Access manages the following functions:
 
# Form - Profile access to a user
 
# Form - Profile access to a user
 
# Form - Single - Add - User to form
 
# Form - Single - Add - User to form
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==='''Form - Profile access to a user'''===
 
==='''Form - Profile access to a user'''===
 
*Choose the form.
 
*Choose the form.
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*A list of users with access to this form will be returned to the screen.
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*A list of authorised users will be displayed.
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*The date and time of the users last activity with this form will also be listed.
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*The date and time of each users’ last interaction with the form will also be listed.
  
 
==='''Form - Single - Add - User to form'''===
 
==='''Form - Single - Add - User to form'''===
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*Choose the form from the dropdown list.
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*Choose the form.
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*Choose the user for the dropdown list below the form list.
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*Find the user on the dropdown list below the form list.
 
*Store assignment.
 
*Store assignment.
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*This user now has access to this form.
 
  
 
==='''Form - Multiple - Add - Users to form'''===
 
==='''Form - Multiple - Add - Users to form'''===
 
*Choose the form.
 
*Choose the form.
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*Check the box beside the users you wish to grant access to.
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*Check the box beside the users you wish to grant access.
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*Alternatively, you can select all using the Select All button at the top of the page.
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*When appropriate, you can use Select All at the top of the page.
 
*Save and continue.
 
*Save and continue.
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*These users have not been added to this form.
 
  
 
==='''Form - Multiple - Add - Forms to Users'''===
 
==='''Form - Multiple - Add - Forms to Users'''===
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*Lookup the user to add multiple forms to.
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*Lookup the appropriate user and click on their name.
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*Enter their name in the text box if you know it.
 
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*If you do not know their name, click on the Lookup button at the top of the page.
 
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*A complete list of users will be returned to the screen.
 
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*Click on the user you wish to add forms to.
 
 
*A list of forms will be returned to the screen.
 
*A list of forms will be returned to the screen.
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*Check the box beside the forms you wish to add.
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*Check the box beside the forms you wish to add
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*Alternatively, Select All the forms listed by clicking on the Select All button at the top of the screen.
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*When appropriate use Select All at the top of the screen.
  
 
==='''Form - Multiple - Remove - Users from Form'''===
 
==='''Form - Multiple - Remove - Users from Form'''===
 
*Choose the form.
 
*Choose the form.
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*A list of users will be returned to the screen.
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*Check the box beside the users that you would like to remove.
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*Check the box beside the users that you would like to remove from the form.
 
 
*Click the delete button.
 
*Click the delete button.
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*These users can be added again at a later date.
 
  
 
==='''Profile access to a database'''===
 
==='''Profile access to a database'''===
 
*Choose the form.
 
*Choose the form.
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*The groups with security access to this form will be returned to the screen.
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*The groups with security access to this form will be displayed.
  
 
==='''Add Security groups to a Database'''===
 
==='''Add Security groups to a Database'''===
 
*Choose the form from the dropdown list.
 
*Choose the form from the dropdown list.
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*Choose the group from the list of groups from the dropdown list.
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*Choose the group from the list.
 
*Store the assignment.
 
*Store the assignment.
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*This security group has now been added to the selected form.
 
  
 
==='''Add Databases to a Security Group'''===
 
==='''Add Databases to a Security Group'''===
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*Select the group from the list of groups listed on the screen.
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*Select the group from the list.
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*Choose the forms from the list by checking the box beside the name.
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*Check the boxes beside the appropriate forms.
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*Alternatively, select all the forms by clickin the Select All button at the top of the screen.
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*When relevant select all the forms using Select All.
 
*Click Continue.
 
*Click Continue.
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*This security group has now been added to the forms selected.
 
  
 
==='''Remove Security Groups from a Database'''===
 
==='''Remove Security Groups from a Database'''===
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*Select the group you wish to remove access to by checking the box beside their name.
 
*Select the group you wish to remove access to by checking the box beside their name.
 
*Click the Delete button.
 
*Click the Delete button.
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*This group no longer has access to this form.
 
  
 
==='''Remove Databases from Security Groups'''===
 
==='''Remove Databases from Security Groups'''===
 
*Choose the Group.
 
*Choose the Group.
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*Select the forms you wish to remove from this security group by checking the box beside their name.
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*Select the forms you wish to remove from this security group by checking the appropriate box.
 
*Click Delete.
 
*Click Delete.
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*These forms have now been removed from this security group.
 

Revision as of 14:28, 5 November 2013

Database - Security Access manages the following functions:

  1. Form - Profile access to a user
  2. Form - Single - Add - User to form
  3. Form - Multiple - Add - Users to form
  4. Form - Multiple - Add - Form to users
  5. Form - Multiple - Remove - Users from form
  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 Form - Profile access to a user

  • Choose the form.
  • A list of authorised users will be displayed.
  • The date and time of each users’ last interaction with the form will also be listed.

2 Form - Single - Add - User to form

  • Choose the form.
  • Find the user on the dropdown list below the form list.
  • Store assignment.

3 Form - Multiple - Add - Users to form

  • Choose the form.
  • Check the box beside the users you wish to grant access.
  • When appropriate, you can use Select All at the top of the page.
  • Save and continue.

4 Form - Multiple - Add - Forms to Users

  • Lookup the appropriate user and click on their name.
  • A list of forms will be returned to the screen.
  • Check the box beside the forms you wish to add
  • When appropriate use Select All at the top of the screen.

5 Form - Multiple - Remove - Users from Form

  • Choose the form.
  • Check the box beside the users that you would like to remove.
  • Click the delete button.

6 Profile access to a database

  • Choose the form.
  • The groups with security access to this form will be displayed.

7 Add Security groups to a Database

  • Choose the form from the dropdown list.
  • Choose the group from the list.
  • Store the assignment.

8 Add Databases to a Security Group

  • Select the group from the list.
  • Check the boxes beside the appropriate forms.
  • When relevant select all the forms using Select All.
  • Click Continue.

9 Remove Security Groups from a Database

  • Choose the form.
  • Select the group you wish to remove access to by checking the box beside their name.
  • Click the Delete button.

10 Remove Databases from Security Groups

  • Choose the Group.
  • Select the forms you wish to remove from this security group by checking the appropriate box.
  • Click Delete.
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