Difference between revisions of "Form - Security Access"

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m (Louise Ashton moved page Database - Security Access to Form - Security Access)
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In the section Database - Security Access, the following functionality occurs:
 
In the section Database - Security Access, the following functionality occurs:
# Campaign - Profile access to a user
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# Form - Profile access to a user
# Campaign - Single - Add - User to campaign
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# Form - Single - Add - User to form
# Campaign - Multiple - Add - Users to campaign
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# Form - Multiple - Add - Users to form
# Campaign - Multiple - Add - Campaign to users
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# Form - Multiple - Add - Form to users
# Campaign - Multiple - Remove - Users from campaign
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# Form - Multiple - Remove - Users from form
 
# Profile access to a Database
 
# Profile access to a Database
 
# Add Security groups to a Database
 
# Add Security groups to a Database
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# Remove Databases from a security group
 
# Remove Databases from a security group
  
==='''Campaign - Profile access to a user'''===
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==='''Form - Profile access to a user'''===
*Choose the campaign.
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*Choose the form.
*A list of users with access to this campaign will be returned to the screen.
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*A list of users with access to this form will be returned to the screen.
*The date and time of the users last activity with this campaign will also be listed.
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*The date and time of the users last activity with this form will also be listed.
  
==='''Campaign - Single - Add - User to campaign'''===
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==='''Form - Single - Add - User to form'''===
*Choose the campaign from the dropdown list.
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*Choose the form from the dropdown list.
*Choose the user for the dropdown list below the campaign list.
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*Choose the user for the dropdown list below the form list.
 
*Store assignment.
 
*Store assignment.
*This user now has access to this campaign.
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*This user now has access to this form.
  
==='''Campaign - Multiple - Add - Users to campaign'''===
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==='''Form - Multiple - Add - Users to form'''===
*Choose the campaign.
+
*Choose the form.
 
*Check the box beside the users you wish to grant access to.
 
*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.
 
*Alternatively, you can select all using the Select All button at the top of the page.
 
*Save and continue.
 
*Save and continue.
*These users have not been added to this campaign.
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*These users have not been added to this form.
  
==='''Campaign - Multiple - Add - Campaigns to Users'''===
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==='''Form - Multiple - Add - Forms to Users'''===
*Lookup the user to add multiple campaigns to.
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*Lookup the user to add multiple forms to.
 
*Enter their name in the text box if you know it.
 
*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.
 
*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.
 
*A complete list of users will be returned to the screen.
*Click on the user you wish to add campaigns to.
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*Click on the user you wish to add forms to.
*A list of campaigns will be returned to the screen.
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*A list of forms will be returned to the screen.
*Check the box beside the campaigns you wish to add.
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*Check the box beside the forms you wish to add.
*Alternatively, Select All the campaigns listed by clicking on the Select All button at the top of the screen.
+
*Alternatively, Select All the forms listed by clicking on the Select All button at the top of the screen.
  
==='''Campaign - Multiple - Remove - Users from Campaign'''===
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==='''Form - Multiple - Remove - Users from Form'''===
*Choose the campaign.
+
*Choose the form.
 
*A list of users will be returned to the screen.
 
*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.
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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.
 
*These users can be added again at a later date.
 
*These users can be added again at a later date.
  
 
==='''Profile access to a database'''===
 
==='''Profile access to a database'''===
*Choose the campaign.
+
*Choose the form.
*The groups with security access to this campaign will be returned to the screen.
+
*The groups with security access to this form will be returned to the screen.
  
 
==='''Add Security groups to a Database'''===
 
==='''Add Security groups to a Database'''===
*Choose the campaign from the dropdown list.
+
*Choose the form from the dropdown list.
 
*Choose the group from the list of groups from the dropdown list.
 
*Choose the group from the list of groups from the dropdown list.
 
*Store the assignment.
 
*Store the assignment.
*This security group has now been added to the selected campaign.
+
*This security group has now been added to the selected form.
  
 
==='''Add Databases to a Security Group'''===
 
==='''Add Databases to a Security Group'''===
 
*Select the group from the list of groups listed on the screen.
 
*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.
+
*Choose the forms 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.
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*Alternatively, select all the forms by clickin the Select All button at the top of the screen.
 
*Click Continue.
 
*Click Continue.
*This security group has now been added to the campaigns selected.
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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'''===
*Choose the campaign.
+
*Choose the form.
 
*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.
*This group no longer has access to this campaign.
+
*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.
*Select the campaigns you wish to remove from this security group by checking the box beside their name.
+
*Select the forms you wish to remove from this security group by checking the box beside their name.
 
*Click Delete.
 
*Click Delete.
*These campaigns have now been removed from this security group.
+
*These forms have now been removed from this security group.

Revision as of 12:10, 21 October 2013

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

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

2 Form - Single - Add - User to form

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

3 Form - Multiple - Add - Users to form

  • Choose the form.
  • 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 form.

4 Form - Multiple - Add - Forms to Users

  • Lookup the user to add multiple forms 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 forms to.
  • A list of forms will be returned to the screen.
  • Check the box beside the forms you wish to add.
  • Alternatively, Select All the forms listed by clicking on the Select All button at the top of the screen.

5 Form - Multiple - Remove - Users from Form

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

6 Profile access to a database

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

7 Add Security groups to a Database

  • Choose the form from the dropdown list.
  • Choose the group from the list of groups from the dropdown list.
  • Store the assignment.
  • This security group has now been added to the selected form.

8 Add Databases to a Security Group

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

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.
  • This group no longer has access to this form.

10 Remove Databases from Security Groups

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