/
Setting up a Read-Only Group

Setting up a Read-Only Group

Oct 31, 2018

Setting up access rights is done on a field-by-field basis. this allows you to give access to some fields and not others. Follow these instructions to set up the group and assign access.

  1. Click "Administration" under the "User" tab
  2. Click the "Access Control Lists" tab
  3. Click the "Employee Roles" link under the blue "Add" button
  4. Click "Add Employee Role"
  5. Fill out the page
    1. Name: This name should be descriptive like "Land Use Permit Read-Only"
    2. Valid: This should be left to "Yes"
    3. Click "Add This Employee Role"
  6. Click the "Employees" tab
  7. Click the "Groups" link under the blue "Add" button
  8. Click "Add Employee Group"
  9. Fill out the page
    1. Name: This name can be the same as the Role name from step 5a
    2. Description: Optional, for additional explanation
    3. Role: Choose the role that was created in step 5
    4. Privileges:
      1. Administration: Full access
      2. Read/Write: Ability to edit applications but not able to access the Administration section of the site
      3. Read-Only: Able to view applications but not edit
      4. Public User Management: Able to manage public user accounts (create users, reset passwords)
    5. Restricted To: Optional, Able to choose a specific App. Group that the employee group should be restricted to
    6. Ignore Access Control: Leave set to "No"
    7. Manage Datasets: Gives the option for users in this group to be able to create datasets in the reporting section of the site
    8. Valid: Leave set to "Yes"
    9. Employee Selection: Able to choose which users should be part of this group
    10. Signature Lines: Able to specify if this group should be able to sign off on specific signature lines in applications
    11. Click "Add this Employee Group"
  10. Click the "App. Groups" tab near the top of the page
  11. Click "Manage" next to the App Group you want to give this group access to
  12. Click "Modify" next to the App Type you want to give this group access to
  13. Edit the access control grid at the bottom of the page
    1. Click the check boxes in the row labeled with the name of the Employee Role you created in step 5
    2. Click the checkbox in the "View, List Applications" column to allow the users in this group to see the already entered applications
    3. Click the checkbox in the "Add Applications" column to allow the users in this group to enter new application
  14. Click "Save & Exit"
  15. Click "Manage" next to the App Type you want to give this group access to
  16. Click "Modify" next to a section you want to give this group access to
    1. Click the check box in the row labeled with the name of the Employee Role you created in step 5
  17. Click "Save & Exit"
  18. Repeat this for all the sections you want to give access to
  19. Click "Fields" next to a section that you gave access for
  20. Click "Modify" next to a field you want to give the group access to
    1. Click the check box in the column labeled "Read" and the row labeled with the name of the Employee Role you created in step 5
  21. Click "Save & Exit"
  22. Repeat this for all the fields you want to give access to