Difference between revisions of "Access list/en/"

From Help.4pm
Jump to navigationJump to search
Line 7: Line 7:
 
[[Image:2.2.5 Splošno3.jpg|480px|2.2.5 Splošno3.jpg]]<br>
 
[[Image:2.2.5 Splošno3.jpg|480px|2.2.5 Splošno3.jpg]]<br>
  
== How do I set access rights? ==
+
== How do I set access rights to 4PM user ==
 
Application administrator must enable 4PM access to each user, following these steps:
 
Application administrator must enable 4PM access to each user, following these steps:
1) enter person's details to 4PM: RESOURCES / PERSONNEL
+
# enter person's details to 4PM: RESOURCES / PERSONNEL
2) Follow the link USER RIGHTS or go to tab ACCESS / USERS > ACCESS INACTIVE find a person.
+
# Follow the link USER RIGHTS or  
3) click the name of the person and open the form.
+
#* go to tab ACCESS / USERS > ACCESS INACTIVE to find a person.
 
+
# click the name of the person and open the form.
4) select the access type:
+
# select the access type:
* check in AD: user name must match the name in the AD.
+
#* check in AD: user name must match the name in the AD.
* local: user name and password is required
+
#* local: user name and password is required
** enter unique user name
+
#** enter unique user name
** enter password (secure password is required:  
+
#** enter password (secure password is required:  
*** at least 8 characters long,  
+
#*** at least 8 characters long,  
*** contain at least one upper-case letter,  
+
#*** contain at least one upper-case letter,  
*** at least one number.  
+
#*** at least one number.  
*** complexity of the password must be minimum 50 %.
+
#*** complexity of the password must be minimum 50 %.
** re-enter the password.
+
#** re-enter the password.
 
+
# select one or more access groups
5) select one or more access groups
+
# if necessary add one or more "project groups rights". User can have different project groups rights for different project groups.
6) if necessary add one or more "project groups rights". User can have different project groups rights for different project groups.
 
 
   
 
   
  

Revision as of 15:47, 8 July 2013

Access Rights

4PM enables 2 modes for access rights management:

  • simple access rights
  • advanced access rights (access groups, project roles, project groups)

2.2.5 Splošno3.jpg

How do I set access rights to 4PM user

Application administrator must enable 4PM access to each user, following these steps:

  1. enter person's details to 4PM: RESOURCES / PERSONNEL
  2. Follow the link USER RIGHTS or
    • go to tab ACCESS / USERS > ACCESS INACTIVE to find a person.
  3. click the name of the person and open the form.
  4. select the access type:
    • check in AD: user name must match the name in the AD.
    • local: user name and password is required
      • enter unique user name
      • enter password (secure password is required:
        • at least 8 characters long,
        • contain at least one upper-case letter,
        • at least one number.
        • complexity of the password must be minimum 50 %.
      • re-enter the password.
  5. select one or more access groups
  6. if necessary add one or more "project groups rights". User can have different project groups rights for different project groups.


Important to know

  • simple access rights include project access rights (project team member, project manager, all projects)
  • advanced access rights does not include project access rights. Project access rights are set according to project role.