General hints and tips

  • Base roles on your organizational structure, agency-wide down to specific departments
  • Create a template role that has set for it the permissions that all users will have. Then generate new roles from the template, modifying the permissions on the new roles as required.
  • You can assign a user to more than one role. If a permission is denied in one role but granted in another, then the user receives that permission. This makes it possible, for example, to assign all supervisors and employees to a department-wide role and then to assign only the supervisors to a supervisory role that has additional capabilities.
  • When setting access control, click the link in the Users grid of the Access Control form. This opens the user into the User InfoViewer, where each role that the user belongs to is listed
  • Use Ad Hoc Reports to create reports about access control. If the report is a public report, tie it to an appropriate report category so that you can limit access to the report.