Difference between revisions of "Person groups/en/"

From Help.4pm
Jump to navigationJump to search
 
(7 intermediate revisions by the same user not shown)
Line 4: Line 4:
 
* [[Advance_access | Advanced Access Rights]] (user groups, project roles and project groups rights - project access is set when selecting project role).
 
* [[Advance_access | Advanced Access Rights]] (user groups, project roles and project groups rights - project access is set when selecting project role).
  
−
[[Image:2.2.5 Splošno3.jpg|480px|2.2.5 Splošno3.jpg]]<br>
+
===Important to know===
 +
* '''[[Simple_access | simple access rights]]''' include project access rights (project team member, project manager, all projects)
 +
* '''[[Advance_access | Advanced Access Rights]]''' do not include project access rights. Project access rights are set according to project role.
 +
* pre-set user groups can be changed and/or adapted to your needs.
  
−
==Important to know==
+
==USER GROUPS==
−
* '''simple access rights''' include project access rights (project team member, project manager, all projects)
+
User groups are set in tab '''ACCESS / ACCESS RIGHTS''' and they are for management of general 4PM settings (not related to project management).
−
* '''[http://help.4pm.si/index.php/Person_roles_rights/en#ACCESS_RIGHTS advanced access rights]''' does not include project access rights. Project access rights are set according to project role.
+
Each 4PM instance has pre set user groups:
−
*pre-set user groups can be changed and/or adapted to your needs.
+
* '''support''' (full access to 4PM)
−
[[file:2.3.EnostavnePravice.jpg|550px]]
+
* '''management''' (resources, documents, overviews, My 4PM)
 +
* '''simple user''' (My 4PM)
  
−
== Simple access rights ==
+
You can add new or change existing user groups.
−
''Simple access rights'' are edited in the tab ''ACCESS / ACCESS GROUPS'':
 
  
−
===Pre-set user groups===
+
User groups are used for management of access rights for '''normal users''' in the [[Person_access/en/ | Access / person access]]
−
*'''administrator''': full access to 4PM: right to see, edit, add and delete all entries, lists and data in the application,
 
−
*'''project manager''' full access to projects that user is project manager,
 
−
*'''simple user''' My 4PM: access to tasks & milestones, work reporting.
 
−
 
 
−
New user groups can be added without limitations. Existing user groups can be edited and adjusted to your needs.
 
−
 
 
−
== Activate 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 and open the form.
 
−
# 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.
 
−
# 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.
 
−
 
 
−
== 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.
 
−
 
 
−
==Password change==
 
−
For security reasons it is advisable to change password periodically. This can be done in '''personal settings''' (name of the user, upper right corner) <br>
 
−
[[Image:1.spremenmb_gesla.jpg|600px|]]  
 
−
 
 
−
Password must be secure enough:
 
−
* contain minimum '''8 characters''',
 
−
* contain at least '''one upper-case letter''',
 
−
* at least '''one number'''.
 
−
* Complexity must be at least '''50 %'''.
 
−
 
 
−
To avoid typing errors, enter the password twice.
 
−
 
 
−
'''Tip'''
 
−
If LDAP verification is enabled, than user name and password must match AD.
 
−
 
 
−
==Forgotten password==
 
−
If you have forgotten your password, contact your application administrator to activate password reset function in ACCESS / USERS / reset password. 4PM will send you e-mail with instructions to enter new password.
 

Latest revision as of 12:58, 22 January 2014

Access Rights

4PM supports two modes of access rights.

Important to know

  • simple access rights include project access rights (project team member, project manager, all projects)
  • Advanced Access Rights do not include project access rights. Project access rights are set according to project role.
  • pre-set user groups can be changed and/or adapted to your needs.

USER GROUPS

User groups are set in tab ACCESS / ACCESS RIGHTS and they are for management of general 4PM settings (not related to project management). Each 4PM instance has pre set user groups:

  • support (full access to 4PM)
  • management (resources, documents, overviews, My 4PM)
  • simple user (My 4PM)

You can add new or change existing user groups.

User groups are used for management of access rights for normal users in the Access / person access

Retrieved from "https://help.4pm.si/index.php?title=Person_groups/en/&oldid=9407"