Difference between revisions of "Access list/en/"
From Help.4pm
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== How do I set access rights to 4PM user == | == 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: | ||
− | # enter person's details to 4PM: RESOURCES / PERSONNEL | + | # enter person's details to 4PM: '''RESOURCES / PERSONNEL''', follow the link '''USER RIGHTS'' or |
− | + | # go to tab '''ACCESS / USERS > ACCESS INACTIVE''' to find a person. | |
− | # | + | # click the name of the person to open the form with users name, family name and password, |
− | # click the name of the person | ||
# select the access type: | # select the access type: | ||
+ | #* NO ACCESS | ||
+ | #* NORMAL USER - to set up access rights use [[Person_groups/en/ |ACCESS GROUPS]], [[Person_roles_rights/en/ |PROJECT ROLES]], and [[Project_rights_groups/en/|PROJECT GROUPS]]. | ||
+ | #* GUEST ACCESS - read only access to pre-set project documents and project comments | ||
+ | #* ADMINISTRATOR ACCESS - full access to application and all project dat | ||
+ | # access mode (if enabled in the licence): | ||
#* 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 | ||
Line 25: | Line 29: | ||
# select one or more access groups | # 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. | # if necessary add one or more "project groups rights". User can have different project groups rights for different project groups. | ||
− | + | ||
== How can I block access to 4PM user? == | == How can I block access to 4PM user? == | ||
# go to tab ACCESS / USERS > ALL to find a person. | # go to tab ACCESS / USERS > ALL to find a person. |
Revision as of 12:50, 21 January 2014
Access Rights
4PM enables 2 modes for access rights management:
- simple access rights
- advanced access rights (access groups, project roles, project groups)
How do I set access rights to 4PM user
Application administrator must enable 4PM access to each user, following these steps:
- enter person's details to 4PM: RESOURCES / PERSONNEL', follow the link USER RIGHTS or
- go to tab ACCESS / USERS > ACCESS INACTIVE to find a person.
- click the name of the person to open the form with users name, family name and password,
- select the access type:
- NO ACCESS
- NORMAL USER - to set up access rights use ACCESS GROUPS, PROJECT ROLES, and PROJECT GROUPS.
- GUEST ACCESS - read only access to pre-set project documents and project comments
- ADMINISTRATOR ACCESS - full access to application and all project dat
- access mode (if enabled in the licence):
- 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.
- 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.
How can I block access to 4PM user?
- go to tab ACCESS / USERS > ALL to find a person.
- click the name of the person and open the form.
- unselect box at access
- unselect user groups
- save
It is also possible to "deactivate" user in tab RESOURCES / PERSONNEL / person.
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.