User Security
Producer Manager has built-in security measures to control user access. User security is based on roles, which are collections of discrete permissions to view or update particular types of information or access particular functions or controls in the system. Each user is assigned to one or multiple roles, the aggregate permissions of which determine the user's rights and privileges in the system.
If you have system administrator permissions, use the User Security page to view or update a user's security roles.
View screen capture
To open the User Security page, with a user account displaying in the Review/Update User page click the Maintain User Security link.
The User Security page contains the following sections:
Record Summary
Displays basic information about the selected user account record.
Fields and controls include the following:
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Staff Member: Display only. Displays the user's Last Name and First Name.
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User Name: Display only.Displays the user's non-modifiable login name.
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Phone: Display only. Displays the user's10-digit telephone number in the following format: area code + number (e.g., 555-555-5555).
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Ext: Display only. Displays the user'stelephone extension number.
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Email Address: Display only. Displays the user's electronic mail address.
Role Selections
Select one or multiple security roles to assign to the selected user.
Fields and controls include the following:
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Select the roles designating this staff member's access rights: Displays the names of all active security roles currently configured in the system. To assign a role to the user, click to uncheckmark the checkbox corresponding to a role name. To remove the user from a role, click to uncheckmark the checkbox corresponding to a role name. For more information, see Add Security Role and Maintain Security Role.
Page Controls
Fields and controls include the following:
Notes
Note: A user will be granted the permissions of all security roles to which he or she is assigned.
