Access Level Filter Configuration

Access Level Filters are applied atop a user’s entity search to controls which entity type rows are selected when a search item is executed.

The page is titled as “<Entity> Search for <User Group>”. Presentation is based on the Entity and User Group selected in the User Group Configuration dialog. Filter criteria is entered just like entity search item pages.

Notes:

If an Access Level Filter is never created, the Entity ID defined in User Group properties will apply (i.e., system default behavior).
When an Access Level Filter is first created, the Entity ID specified in User Group properties is auto-applied to the entity filter Carrier ID (for Carrier groups) or Customer ID (for Customer groups).
Access level filters can be used to ‘extend’ User Group role access if needed (i.e., to allow carrier type users to view objects assigned to multiple Carrier IDs instead of one), or to further restrict entity access (e.g., limit access to a subset of all Operational Statuses).

Page buttons

Reset to Defaults: Clears all filter fields and re-applies the User Group Entity ID value (if any) to the corresponding entity Carrier ID or Customer ID field depending on User Group Type ‘Carrier’ or ‘Customer’.

Clear: Clears all filter fields.

Save: Saves the access level definition to the database and closes this dialog.

Cancel: Closes this dialog without saving changes.

Operations

Customize : See Customize search item display.

Help : Displays the OnLine Expert for the Access Level Filter Configuration in a separate window.

Close : Closes the Entity Type Search for User Group dialog.