Sa03 | Overview of Access Groups (MCUI)
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The document provides an overview of access groups in MC University. It defines access groups and rights, describing how access groups are used to define member permissions for modules, records, and features. It also covers the default access groups, individual rights, access group tabs for general information and application access, and repair centers, locations, and reports that can be limited for each group. The document discusses enabling and disabling rights as well as cloning access groups to quickly create new groups with similar permissions.
Sa03 | Overview of Access Groups (MCUI)
- 1. MC University SA03|Overview of Access Groups
- 2. MC University Access Groups and Rights Defined Access Group Tabs Rights and Permissions Cloning Access Groups Agenda
- 3. MC University Access Groups and Rights Overview Access Groups and Rights Defined
- 4. MC University Define Member accessibility: • Modules • Records • Features Access Groups and Rights Defined
- 5. MC University Define specific permissions including: • Approval levels • Delete rights • Edit rights Access Groups & Rights Defined (cont’d)
- 6. MC University Default Access Groups: Each group has its own access rights Access Groups & Rights Defined (cont’d)
- 7. MC University All members of each Access Group share permissions Can have as many Groups as needed • Unique permissions for individuals per organization • Number of groups will vary Access Groups &Rights Defined (cont’d)
- 8. MC University Individual rights can be set via Labor, Requester, or Membership record: • Specific locations • Report groups • Modify accessible applications Access Groups & Rights Defined (cont’d)
- 9. MC University Details Repair Centers Locations / Reports Reports Access Group Tabs
- 10. MC University General information stored: • Identification • Default application access Details
- 11. MC University Application Chooser displays interface options to select • Separates interfaces of MC • Application Chooser will vary for users Details (cont’d)
- 12. MC University List of Repair Centers that Members should have access to • Labor / Requester record default access Leaving blank will give access to all Repair Centers Repair Centers
- 13. MC University Accessible Locations (Defaults): • Service Requester • MRO Work Center (including TWC) • Leaving blank = either all access or no access Locations / Reports
- 14. MC University Example of Accessible Locations (Defaults) Locations / Reports (cont’d)
- 15. MC University Accessible Report Groups limit report access • Leave blank for all Report Group access Common to create Custom Report Groups Locations / Reports (cont’d)
- 16. MC University Lists members associated with selected Access Group Click on Member to access record Reports
- 17. MC University Interactive Example 1 Let’s practice the skill you just learned! Check out the following interactive example, located under the MCU course slides: • SA03 – Navigating Access Groups
- 18. MC University Module and Type Filters Description of Rights Enabling and Disabling Rights Rights and Permissions
- 19. MC University Two filters used to limit rights displayed: • Module Filter • Type Filter Module and Type Filters
- 20. MC University Module Filter options: • All modules • Individual module selections Module and Type Filters (cont’d)
- 21. MC University Type Filter options: • All Types or rights • Individual Type of right selections • Some rights not available in all modules Module and Type Filters (cont’d)
- 22. MC University Many different types of Rights available Most important Access rights include: • Delete • Access (General and Tab) • Edit • Authorization / Approvals Description of Rights
- 23. MC University Can be individually selected Enable or Disable Action Buttons used for mass updates: • Enable All • Disable All • Action Enabling and Disabling Rights
- 24. MC University Green check mark in Enabled? column signifies status Enabling or disabling takes effect immediately (no logoff) Enabling and Disabling Rights (cont’d)
- 25. MC University Interactive Example 2 Let’s practice the skill you just learned! Check out the following interactive example, located under the MCU course slides: • SA03 – Enabling and Disabling Rights
- 26. MC University Cloning Access Groups Overview Adjust Rights Edit Repair Centers Limit Locations / Reports Cloning Access Groups
- 27. MC University If existing group has similar permissions it is preferable to clone Quick and convenient way to create new Access Group Cloning Access Groups Overview
- 28. MC University Edjust Rights to ensure permissions are accurate for new Access Group Adjust Rights
- 29. MC University Verify or correct Repair Centers to limit access Edit Repair Centers
- 30. MC University Locations can be added to limit access Limit Locations / Reports
- 31. MC University Custom Report Groups can be created, specific to a Location or Repair Center Limit Locations / Reports (cont’d)
- 32. MC University Interactive Example 3 Let’s practice the skill you just learned! Check out the following interactive example, located under the MCU course slides: • SA03 – Cloning an Access Group