User groups

Add a User group

General

Permission

Planning and operational work

Report

View, modify, allow, and delete groups

User groups control permissions for a large or small group of users, and you can easily adjust permissions for many users.

Here you will get an overview of your existing permission groups. Click the Wrench Enter the edit mode for that group. Directly in the list, you can see the name, description, which menus the User group has access to, and which license level an entire group has. Changes in the license level can only be made by Stratsys employs. Please contact your consultant if you have any questions about this.

You can also Add a user group Or Delete a user group Away.

Add a user group

To simplify when more users have the same permissions, you can create a new group with custom privileges. To add a group, click on the button Add, below the list of existing groups. Page Add Group Appears and allows you to make settings in the areas General And Permissions.

Example

Three common groups
The following are examples of three common groups and how to configure them:

Global Administrator- Person who will have full permissions to set up settings on all units in your organization

  • I rullgardinslistan Visible units under General Set the option To.

  • I rullgardinslistan Administratörsbehörighet under General Set the option Full.

  • Under General Allows you Planning And Permission to write new messages on the home screen.

  • Under Permissions For Planning and operational work Specify the Object ToPermission Create and delete and the unit To.

  • Under Permissions For Report , set all permissions except EV. Prepare assigned reports And Preparing distributed reports. These should be available in some customers only for selected persons who then belong to their own permission group. During unit Select To.

Create and modify my unit- For example, a unit manager who should have the right to create and change only on his or her own unit and its underlying units.

  • I rullgardinslistan Visible units under General Set the option To.

  • I rullgardinslistan Administratörsbehörighet under General Set the option No.

  • Under General Allow you neither Planning Or Permission to write new messages on the home screen.

  • Under Permissions For Planning and operational work Specify the Object ToPermission Create and delete and the unit Min.

  • Under Permissions For Report Enter the Change unit-size reports, Write in reports And Approve clear sections in reports. Under unit Select Min and underlying.

Read all units- A person who does not work actively with the system but still should be able to follow målstyrnings work

  • I rullgardinslistan Visible units under General Set the option To.

  • I rullgardinslistan Administratörsbehörighet under General Set the option No.

  • Under Permissions For Planning and Operation ESpecify the Object ToPermission Read documents and the unit To.

  • Under Permissions For Report Do not add anything at all.

General

Name
Enter the name that the group should have.

Description
If you have filled in a description, it appears in the list under Administration/permission groups. Be sure to update it when you make changes to help other administrators.

Language
Specifies a general language for the permission. The user has the ability to set the language for his/her individual account. See Change your login information.

Visible units
VSelect which organizational units should be visible to this user group in the organization tree.

Menu
Select the menu that users in the group should see immediately when they log in. settings for which menus they should be allowed to choose from in the menu selector can be found under allow groups to switch between different menus.

Administrator premissions
There are three options to choose from:

  • No Do not have access to the administration

  • Full Administrator Group accesses all administration settings

  • Local Administrator -the group is allowed to administer users and organization trees. They see a minimized version of Administration And may also administer already created gadgets on Dashboards. Also select which units the permission should apply to.

Allow import of KPI data
Allows the group to access the Administration page Import KPI data applies to users who also have local administrator permissions.

Allow planning
Allows the group to see the version selector and thus to plan the next financial year in a planning version. What they have the right to do in the planning version is controlled by the other permission settings. The version selector is visible only if a planning version is created. See Planning.

Permission to write new messages
This setting controls which users have the right to write new messages in the bulletin board gadget that you can choose to show on your home page (s). Dashboards.

Show hidden units
Allow group members to see units that are marked as hidden.

Obs! Information from hidden units can be visible to all users by filtering on underlying units as well as through reports created by users with permission to see hidden units. See Filter settings And filtering options (example) For information on filtering. See Add a new unit For information about hidden units.

Permission

The rights in a user group have been divided into three areas:

    • Planning and operational work -Control permissions for creating, deleting, modifying, and annotating views.

    • Report -Control the eligibility of what can be done in the reports.

    • Advanced Settings -control, inter alia, Special reporting permissions and permissions restrictions for selected scorecard columns.

When you set up a permission, you specify what the permission should mean and where in the organization the permission should apply.

Planning and operational work

To add a permission for the group, click on the button Add. A new window will open in which there are three settings by which the group's permissions can be set: Organization, Permission And Area.

Obs! It is important to keep in mind that users will have the same competence in all scorecards, so no restrictions have been Columnspecific-Permissions. See below.

Permission

Organization
Specifies the unit to which the permission settings will apply. You can choose from:

  • To

  • Min and underlying

  • Min, underlying and a level up

  • Top and my

  • Min

Permission

Specify the permissions to apply to the area (text, measure, and/or activity) selected in the next step. Read documents are independent of others and are not included in any other jurisdiction. The remaining permissions automatically grant all underlying permissions with the exception of Comment That does not automatically grant permission to Change KPI data. For example, select Create and delete The members of the permission group also have the right to Change, Comment And Change KPI data. The following options are available:

  • Create and delete

  • Create

  • Change -Ex. Rename, change the text of the description fields, change the keyword and change the responsible. also provides permission to change joins, consolidations, and make settings on KPI Tab Settings.

  • Comment

  • Change KPI data

Read documents -previously existed as a separate permission to specify per unit level. Since this often caused problems, it is now automatically set up in the background. This means that you can read documents that have been added to the node regardless of which unit level they have been added to.

See Nodetype settings for information on how to enable the ability to upload documents and upload documents and document view for information about how the upload is going.

Area
An area consists of one of the three node types text, measures, or activity. You can also select To. Confirm your selections by clicking on the button Shoot.

Columnspecific-Permissions
If you want the user group to have a different permission on a specific scorecard column, you can configure it here. These permissions can both restrict and extend the permissions of the selected columns. The columns you select here will only have the permission specified here, even if the general permission is higher. Here's how to do it:

  1. Click the Set Columnspecific-Permissions.

  2. Select Organization And Permission The same way as described above.

  3. In the general permission setting, select Area Specifies exactly which scorecard column the setting should apply to.

Obs! If you add a new scorecard, you may need to go through all of your user groups to ensure that users do not get too much access to the new scorecard as it initially has no kolumnspecifika restrictions.

Remove a permission
To remove a right, click Dust bin To the right of the permission.

Report

Added report permissions appear in a summary list where you see the permissions and the part of the organization they apply to. To make changes to already added report permissions, delete it and add it again. Click the Dust bin and then Add.Permission

  • Create and administer reports
    Grants permission to create new reports, modify existing reports, and copy existing reports. also gives permission to Inactivate a report template.

  • Delete Reports
    Grants permission to delete existing reports.

  • Change unit-size reports
    Provides permission to administer unit-size templates, set special permissions for the report, and enable reporting reports.

  • Write in reports
    Provides report/write permission on reports. If the user has permission but still lacks rapporteraknapp, it may be because the report or header has Special entry requirements Set. This means that only selected users can write on the title or in the report.

  • Approving Klarmarkerade Headers/sections in reports
    Grants permission to approve headings that have been klarmarkerade by those who reported. See Checkmark a title.

  • Approve entire reports
    Provides users with overall responsibility for approving entire reports on the units they have permission. I.e. Send the report to the Ready or preparation. It is also this competence that allows users to write preambles on the Insert page and preface in reports and to Endlin edit Report Without any other users having access to them at the same time.

  • Reversing status on report from reporting to Enhetsmall (enhetsanpassad rapportmall)
    Gives permission to back the status of report from reporting to Enhetsanpassad template on one's own unit.

  • Reversing status on clear distributed reports
    Allows you to reverse the status of Preparation To Report And from ready-to-reporting or preparation (for non-processing reports) on all reporting entities to which reports are distributed.

  • Reversing status on ready-assigned reports
    Provides permission to back the status of clear reports on units to which the report is assigned. Used to allow the reporter to back status from clear on only his own unit.

  • Prepare assigned reports
    Users with Permission the preparation of the assigned reports will have access to the processing phase of the entity where they have the authority to report. Settings are made in preperation phase.

  • Preparing distributed reports
    Users with permission with preparing, distributed reports has access to the preparation phase of all reporting units of the report. Settings are made in preperation phase.

Obs! Common to all distributed reports is that the user must have permissions on the top unit of the report to make changes related to the report template itself!

Unit
Select which part of the organization the permission will apply to.

Obs! You must click Add To add the report permission to the list. Before you leave the page, you also need to click Save!

Advanced Settings
 
In views, a user only see information from units that are visible in the unit selector
This setting restricts users from using unit filtering as a way to get information from underlying units. With the Enabled option, users in the group can only see information from the units they have in the organization tree.
 
Special reporting rights
This setting allows users in the group to report in measure columns and keyword groups that are set to require special reporting permissions. This setting is used to lock values in certain columns (such as target values) for other users.
 
Special reporting permissions can also give permission to add keywords to a keyword group. See Add a keyword Group.

Obs! This setting applies only to special reporting permissions in metrics, not to the report headlines!

Only as Extrabehörighet
Allows permission to be used only as a extrabehörighet. Extrabehörigheter appear only in the list of Extrabehörigheter to make the usual list of permissions more understandable to you that have many different user groups. See Add user.

View and modify groups

To view a group, click Wrench To the left of the group name. Next, follow the same steps as Add a user group.
 
Delete a user group
Click the Dust bin To the right of the user group you want to delete. Then accept the deletion by clicking OK.
 
The users who belong to the user group that are deleted will still have the permissions that they had before the group was removed. Looking at the user in Users It says Deleted After the user group.

Allow groups to switch between different menus
 
At the far right of each user group, you will find the option to add/remove menus available to the permissions group.
 
Click in the check box in front of the respective menu that you want the permission group to have access via the menu selector in the Stratsys.

Obs! One of the menus will be grayed out and cannot be selected. This is because all user groups must have a menu selected for the system to know what information is to be displayed to the user after logging in.


To change this you have to click on the wrench in front of the User group and scroll down to the menu, here you can now opt out of the menu if you do not want it to be available to the permission group.