User Group Configuration

The User Group Configuration dialog is presented when selecting the User Group Configuration operation from the Admin panel. This dialog provides users the ability to define and maintain one or more access levels (as restrictions) against defined TM User Group and Entity combinations. Also presented is the list of Existing Configurations.

Supported access levels and their purposes are:

Filters: serve as hidden filter criteria when user entity search items are executed.
Editable Fields: serve to limit which entity type fields are editable in search result grids supporting this capability.
Viewable Fields: serve to limit which entity type fields are available for configuration in entity search result grids and properties pages.
Search Fields: serve to limit which entity type fields are exposed in entity search pages.

When no User Group Configuration is defined, system default configurations (i.e., no restrictions) apply.

To create or edit a user group configuration, populate the User Group, Access Level and Entity fields, and press the Select button. The application will navigate to the respective Access Level page.

Selecting Close exits this dialog.

The Existing Configurations section lists existing User Group and Entity combinations displaying configured access levels.

To remove an existing configuration, select one or more entries, and press the Delete icon. All the access levels for selected rows will be deleted.

Use the Refresh icon, to re-populate the Existing Configurations list to reflect recently added access levels.

Operations

Help: Displays the OnLine Expert for the User Group Configuration in a separate window.

Close: Closes the User Group Configuration dialog.