pergamonmystic:linkedhelp:users
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pergamonmystic:linkedhelp:users [2021/07/31 08:37] admin |
pergamonmystic:linkedhelp:users [2021/09/17 12:24] admin |
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| ====== Mystic Help ====== | ====== Mystic Help ====== | ||
| - | |||
| - | ** This Article Needs To Be Updated For Mystic ** | ||
| ===== Managing Users ===== | ===== Managing Users ===== | ||
| Line 11: | Line 9: | ||
| ==== Layout of the User Manager ==== | ==== Layout of the User Manager ==== | ||
| - | {{:pergamonmu:users:001203_1.jpg |}} | + | {{:pergamonmystic:linkedhelp:mystichelp_usermanager_0001.jpg?direct&200 |}} |
| - | A - Main Menu.\\ | + | |
| - | B - Listing of all existing users. Click a user to display the user details.\\ | + | |
| - | C - Basic user information.\\ | + | |
| - | D - List of user permissions, displayed as true/false check-boxes.\\ | + | |
| - | E - Reset Password button. Click this to reset the password to 'password'.\\ | + | |
| - | F - Update button. Click this to update any changes made to the user details. Changes are immediate*.\\ | + | |
| - | *Note: Note that updates made to user details are made on a user basis. If you select another user from the list before updating the changes, all changes made to those user details will be lost. | + | The user manager is laid out as a standard management dialog and therefore consists of four basic areas: |
| + | |||
| + | * Toolbar | ||
| + | * Left - Listing of existing users - click a user to display the user details. | ||
| + | * Right-Top - Basic user details | ||
| + | * Right-Bottom - List of user permissions, displayed as true/false check-boxes. | ||
| + | |||
| + | |||
| + | ---- | ||
| ==== Creating a new user ==== | ==== Creating a new user ==== | ||
| - | To create a new user, enter the User Manager and then select [New User] from the [Manage Users] menu. On selection, a new user is created in the database with a new login name constructed of a 'U' followed by the date and time that you create it. | + | To create a new user, enter the User Manager and then select **[Create]** toolbar icon from the [Users] group. On selection, a new user is created in the list with a new login name constructed of a 'U' followed by the date and time that you create it. |
| Note that at this point, the new user is fully created in the database and is 'active' even though it has not yet been tailored for use. | Note that at this point, the new user is fully created in the database and is 'active' even though it has not yet been tailored for use. | ||
| Line 30: | Line 30: | ||
| Note that if you are creating a new user for a new member of staff who has not yet taken up post, it is NOT necessary to disable permissions - by default, all permissions are set to **False** (i.e. No permission). | Note that if you are creating a new user for a new member of staff who has not yet taken up post, it is NOT necessary to disable permissions - by default, all permissions are set to **False** (i.e. No permission). | ||
| - | In order to authorise the user for different parts of the application, read down the list of permissions on the right-hand side of the dialog and 'check' (tick) each of the boxes that are required. When finished, click [Update] to save these new permissions into the database. | + | In order to authorise the user for different parts of the application, read down the list of permissions on the right-hand side of the dialog and 'check' (tick) each of the boxes that are required. When finished, click **[Update]** to save these new permissions into the database. |
| + | |||
| + | ---- | ||
| ==== Modifying user permissions ==== | ==== Modifying user permissions ==== | ||
| Line 36: | Line 38: | ||
| Enter the User Manager and wait for the list of current users to be displayed on the left hand side of the dialog. | Enter the User Manager and wait for the list of current users to be displayed on the left hand side of the dialog. | ||
| - | Select the user that you wish to change from the list to display the current details that are stored for the user. Change any of the details or permissions that are required then click [Update] to save the changes. | + | Select the user that you wish to change from the list to display the current details that are stored for the user. Change any of the details or permissions that are required then click **[Update]** to save the changes. |
| **Note**: While it is possible to change the login name of the user, this is not advised. Because of the long-term storage requirements of some parts of the application, the login name is copied into database records for audit purposes. Changing the login name of the user may result if records being apparently attributed to different users, even though they were created by the same user. | **Note**: While it is possible to change the login name of the user, this is not advised. Because of the long-term storage requirements of some parts of the application, the login name is copied into database records for audit purposes. Changing the login name of the user may result if records being apparently attributed to different users, even though they were created by the same user. | ||
| + | |||
| + | ---- | ||
| ==== Changing a user password ==== | ==== Changing a user password ==== | ||
| - | As per established security practices, it is **not** possible for a managerial user to change the password for a user. Only the individual user may change their own password, as under no circumstances should anyone but the individual user know the password. | + | If a user has forgotten their password, it is possible for a managerial user to change it to a known value - the individual should then **immediately** change the password to something that only they know. |
| - | If a user has forgotten their password, it is possible for a managerial user to **reset** the password to a known default - the individual should then **immediately** change the password. | + | To change a password, enter the user manager and select the required user from the left hand side of the screen. Once the user is selected, click the **[Password]** toolbar icon in the [Users] group and enter a new password in the dialog provided. |
| + | |||
| + | ---- | ||
| ==== Removing a user ==== | ==== Removing a user ==== | ||
| Line 52: | Line 58: | ||
| In order to remove a user from the database, enter the User Manager and wait for the list of current users to be displayed on the left hand side of the dialog. Select the user to be removed and their details will be displayed on the right hand side of the dialog. | In order to remove a user from the database, enter the User Manager and wait for the list of current users to be displayed on the left hand side of the dialog. Select the user to be removed and their details will be displayed on the right hand side of the dialog. | ||
| - | Select [Remove User] from the [Manager Users] menu, then select [Yes] from the confirmation dialog. | + | Select the **[Remove]** toolbar icon from the [Users] group, then select [Yes] from the confirmation dialog. |
| **Note**: Due to long term data storage requirements, some database records are created with the user login name copied into the record rather than linked. As a result, in most cases removal of the user will not prevent audit information from being recovered. | **Note**: Due to long term data storage requirements, some database records are created with the user login name copied into the record rather than linked. As a result, in most cases removal of the user will not prevent audit information from being recovered. | ||
| + | ---- | ||
| + | |||
| + | ==== Apply permissions groups ==== | ||
| + | |||
| + | If the user being created is known to require a particular range of user permissions, it is possible to set many permissions all in one go which are suitable for that type of user. | ||
| + | |||
| + | To do so, select the user required in the left hand list to display their details, then select the **[Apply]** toolbar icon from the [Group] section. This displays a menu which allows you to remove all current permissions, or select //typical// permissions that are useful to users of a particular type. Selecting an option will turn on that set of permissions in the user permissions list. | ||
| + | |||
| + | **Note**: This system is //not// setting a user group for the user - selection of an option directly affects the user permissions of the current user. Typically, use the [Apply] icon to set a range of permissions, then manually add or remove permissions to suite the user needs. | ||
| + | |||
| + | ---- | ||
| + | |||
| + | ==== Forum ==== | ||
| + | |||
| + | The **[Forum]** toolbar icon allows you to enable the user for access to features and functions of the Mystic system //externally// to the local database. Effectively, this enables access to the built in forum facility for the user. | ||
| + | |||
| + | Typically, users who are assistants only, or perhaps even trusted readers, should not be provided access to the Forum. | ||
| + | |||
| + | ---- | ||
| + | |||
| + | ==== Report to... ==== | ||
| + | |||
| + | The **[Report To...]** toolbar icon allows the user to directly access any reports which are applicable to the User Manager. | ||
| + | |||
| + | At this time, no reports are enabled for this manager. | ||
| + | |||
| + | ---- | ||
| + | ==== Enabling a reader assistant ==== | ||
| ---- | ---- | ||
pergamonmystic/linkedhelp/users.txt · Last modified: 2021/09/17 12:38 by admin
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