User Privileges – Part 01
User Privileges - Part 01: Introduction
List of topics that will be covered in Part 1 of this 2 part course.
Generating and disabling user profiles. Replicating an existing user record, duplicating an existing user record using export/import, or manually creating a user record. Recommended user privileges for all users.
Testing User Accounts
Verify users settings using Apply & Test
How to Apply & Test a user's privileges. Clues to determine the privileges to grant.
Clone an existing user record and set the unique details such as login name, password, manager, email, Startup
Clone an existing user record using, Save Privileges to File, and Load Privileges from File. Need to set unique details, name, login name, and password. manager, and email settings.
Granting access to Find Object, User Preferences and Start Up
Disabling User Records
When an employee leaves your company, disable the user account to prevent unwanted access.
Learn how to deactivate a user record.
Recommendations for creating user passwords, scenarios necessitating complex passwords (apps), and enforcing regular user password change.
User activities are recorded in the system security logs. This tutorial explores the process of authorising users to access and review these logs.
Grant access to security log (Company security log and documents security log)
Would you like users to input a security log entry when they make edits and save objects like Bank Accounts, Products, NL Accounts, as well as when they make edits to documents? If yes, activate the Company Setting "Object Security Log Comment Mode" and "Document Security Log Comments Mode".
Privileges can be set at the user group level as well as on the user record. A user must belong to one group only. We will look at some of the privileges that are defined on the user group level. The user group grid view is a convenient tool for viewing and setting a selection of user privileges.
Learn how to change the user group of several users at once. Learn how to delete a user group.
Discover how to restrict Nominal items on sales documents using Quick Edit within the User Groups grid view.
Discover the utility to copy views, personalize, and impose row and column restrictions on user views. The copy feature speeds up user setup. Row and column restrictions serve as an additional feature that can complement the user record options of 'This user can customize view's columns' and 'This user can customize view's filters' to control the data visible to a user on grid views.
Discover how to duplicate an entire set of user views from one user to another, a highly beneficial feature for users in similar roles. By default, non- Administrators have a minimal set of grid views. This utility speeds up the process of getting new users up and running.
Learn how to hide columns on user views eg customer balance is hidden on customer grid views
When a column restriction is working well on a grid view and you need to copy it to other users, use the Copy utility.
Much like column restrictions, the row restricitons feature limits the data visible in the grid view based on specific data conditions, such as displaying only Cash Customers on a customer grid view.
When a row restriction is working well on a grid view and you need to copy it to other users, use the Copy utility.
User for Report Dispatcher
If Report Dispatcher (Report Scheduler) is running on your server, you need to configure the Report Dispatcher user.
Create and set the Report Dispatcher user. Reports dispatched via the Report scheduler will be sent via email using the address specified in this user account.
Review of topics covered
A quick summary of the topics covered in User Privileges Part 1. Part 2 covers the user privileges in more detail.
User Privileges - Part 01 Presentation
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