Difference between revisions of "Access list/en/"

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= Access Rights  =
 
= Access Rights  =
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* '''active access''' - a list of users with active access (user is active, and has active access with valid password and user name)
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** users that are marked with ''grey'' do not have active access (invalid password).
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* '''[[Guest_Access|guest access]]''' - users from other organization with limited (read-only) access to project portals
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* '''inactive access''' - persons in 4PM without access to the application. They are not active, they do not have active password or user name.
  
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4PM enables 2 modes for access rights management:
 
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* simple access rights
 
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* advanced access rights (access groups, project roles, project groups)
 
  
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[[Image:2.2.5 Splošno3.jpg|480px|2.2.5 Splošno3.jpg]]<br>
 
  
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== How do I set access rights to 4PM user ==
 
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Application administrator must enable 4PM access to each user, following these steps:
 
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# enter person's details to 4PM: '''RESOURCES / PERSONNEL''', follow the link '''USER RIGHTS'' or
 
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# go to tab '''ACCESS / USERS > ACCESS INACTIVE''' to find a person.
 
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# click the name of the person to open the form with users name, family name and password,
 
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# select the access type:
 
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#*  NO ACCESS
 
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#* 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]].
 
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#* GUEST ACCESS - read only access to pre-set project documents and project comments
 
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#* ADMINISTRATOR ACCESS - full access to application and all project dat
 
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# access mode (if enabled in the licence):
 
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#* check in AD: user name must match the name in the AD.
 
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#* local: user name and password is required
 
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# user name and password set up:
 
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#* enter unique user name (default value is e.mail of the user)
 
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#* password
 
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#*** ''automatic'' - 4PM sends new user e-mail with instructions for access activation, link for new password set up and PIN number for password confirmation. E-mail is valid 24 hours. If new user does not activate his/her guest access to 4PM, the e-mail becomes invalid. In this case, the activation steps should be repeated.
 
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#*** ''manual'' - enter user's user name and password (it must be secure enough). No e-mail with access data is sent to 4PM user.
 
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# save. Secure password is required: ''at least 8 characters long'', contain at least 1 Upper-case letter, at least ONE number.
 
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#*** complexity of the password must be minimum 50 %.
 
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#** re-enter the password.
 
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# select one or more access groups
 
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# 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.
 
# click the name of the person and open the form.
 
# click the name of the person and open the form.
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# unselect box at '''access'''  
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# un-check box at '''access'''  
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# unselect user groups
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# un-check user groups
 
# save
 
# save
  

Revision as of 11:39, 22 January 2014

Access Rights

  • active access - a list of users with active access (user is active, and has active access with valid password and user name)
    • users that are marked with grey do not have active access (invalid password).
  • guest access - users from other organization with limited (read-only) access to project portals
  • inactive access - persons in 4PM without access to the application. They are not active, they do not have active password or user name.



How can I block access to 4PM user?

  1. go to tab ACCESS / USERS > ALL to find a person.
  2. click the name of the person and open the form.
  3. un-check box at access
  4. un-check user groups
  5. 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.
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