User Configuration

User Configuration allows you to set users' rights and assign group membership. Please note that you cannot change your own security settings.

Users must first be entered through Login Configuration before their security settings can be changed in this area.

The On Demand User Detail Report available from this area enables you to view and print information on all user accounts or selected user accounts.

1. From the Home screen, click Configure on the navigation panel.
   
   From any other area of the program, do one of the following:
   
   • Click Home > Configure on the options bar.
   • Click Home > Configure on the menubar.

The Configure screen displays.

2. Click Security > Users on the navigation panel.
3. The users in your system display in the list. To sort by a different column, click the column heading by which you wish to sort.
4. Click on the user whose rights you wish to set, and then do one of the following:
   • Click the Edit button to the left of the list.
   • Click File > Open on the menubar.
   • Double click the user.

The tabs on the right are enabled:

• User

  This tab displays basic information about the selected user, and it allows you to select the Employee code and assign Group Membership as needed. If you organization has subdomains, this tab also gives you the ability to assign Indio Subdomain access. A subdomain is an extension in your domain name that helps organize sections of your website and guide users to them. Subdomains may add branding to portions of your website, create areas for testing, or create areas for location-specific content.

  1. Optionally, select an Employee Code from the dropdown to assign to the user. You must assign an Employee code before you can add or remove Indio Subdomains.

  2. If you organization has Indio Subdomains, you can manage the ones to which each user has access. You can do either of the following:

  • Add an Indio Subdomain

    1. Click the add button .
    2. The Add Subdomains pop-up window displays. Select the checkbox(es) for each subdomain you want to add.
    3. Click Finish to save your changes, or click Cancel to discard them.

  • Delete an Indio Subdomain

    1. If necessary, click the column heading to sort in descending order; click the column heading again to sort in ascending order.
    2. Select the Indio Subdomain from the list.
    3. Click the delete button .

  3. To assign the selected user to a group, click the Add button in the Group Membership area. In the Add Groups popup window, select the checkbox for the group to which the user should belong, then click Finish or press [Enter].
     
     To remove the user from a group, click on the appropriate group in the list and do one of the following:

  • Click the Delete button .

  • Press [Delete] on your keyboard.

  You are prompted, "Do you wish to delete this record?" Click Yes.

• Structure Access

  This tab allows you to grant the user access to selected structures. For instructions on adding a new structure, see Organization Configuration.

  1. To grant to user access to a structure, click the Add button to the left of the list. In the Add Structure Access pop-up window, select the checkbox for each structure to which the user should have access, and then click Finish or press [Enter].
     
     To remove a structure from the user's list, click on the appropriate structure in the list and do one of the following:

     • Click the Delete button .
     • Press [Delete] on your keyboard.
  2. You are prompted, "Do you wish to delete this record?" Click Yes.
• Program Access

  This tab allows you to specify the areas of the program to which the user has access.

  Note: For more information and recommendations regarding security permissions in Applied Epic, see the Security Options section of the help file.

  1. Choose an Area from the dropdown menu.
  2. To give the selected user access to all actions in the selected area, click the Grant All link label.
  3. Click on a Sub-Area in the list.
  4. Each item in the Permissions section has a dropdown menu. The choices are Inherit, Grant, and Deny. The Inherit selection is the default setting. It indicates that the user will inherit the rights of the group(s) to which he or she is assigned.

  Choose the correct permissions for each function listed.

• Bank Account Access

  This tab allows you to indicate which bank account(s) the user will have access to in each area of the system.

  1. Select an Area in the dropdown menu.
  2. In the list, select the checkbox for each account to which the user should have access in the selected area.
  3. When the desired changes have been made, click Finish or press [Enter].

Note: To copy Group Memberships, Structure Access, Program Access, or Bank Account Access settings from one user to another, first select the user whose settings you wish to copy from the list under Configure > Security > Users.

Select Actions > Copy Settings To from the menubar or the options bar. The Copy Security Settings pop-up window displays.

Click the checkboxes for the settings you wish to copy under Areas to Copy. Then select the user(s) to whom you wish to copy these settings from the Available list and use the single and double arrow buttons to move them into the Selected list. Use the single arrow buttons to select or deselect only certain users, or the double arrow buttons to select or deselect all users.

Click Finish to copy the settings for the selected areas to the selected user(s).

5. To print a list of users, do one of the following:

   • Click the Print button to the left of the list.

   • Click Print > Listview on the options bar.

   • Click File > Print > Listview on the menubar.

The Print window displays. Print this list as you would any other document.