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Setting up a Special Public Access Group
Setting up a Special Public Access Group
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.
- Click "Administration" under the "User" tab
- Click the "Access Control Lists" tab
- Click the "Public User Roles" link under the blue "Add" button
- Click "Add Public User Role"
- Fill out the page
- Name: This name should be descriptive like "Contractor Access" or "Special Public Access"
- Valid: This should be left to "Yes"
- Click "Add This Public User Role"
- Click the "Public Users" tab
- Click the "Groups" link under the blue "Add" button
- Click "Add Public User Group"
- Fill out the page
- Name: This name can be the same as the Role name from step 5a
- Description: Optional, for additional explanation
- Role: Choose the role that was created in step 5
- Valid: Leave set to "Yes"
- Public User Selection: Able to choose which users should be part of this group
- Click "Add this Public User Group"
- Click the "App. Groups" tab near the top of the page
- Click "Manage" next to the App Group you want to give this group access to
- Click "Modify" next to the App Type you want to give this group access to
- Edit the access control grid at the bottom of the page
- Click the check boxes in the row labeled with the name of the Public User Role you created in step 5
- Click the checkbox in the "View, List Applications" column to allow the users in this group to see the already entered applications
- Click the checkbox in the "Add Applications" column to allow the users in this group to enter new application
- Click "Save & Exit"
- Click "Manage" next to the App Type you want to give this group access to
- Click "Modify" next to a section you want to give this group access to
- Click the check box in the row labeled with the name of the Public User Role you created in step 5
- Click "Save & Exit"
- Repeat this for all the sections you want to give access to
- Click "Fields" next to a section that you gave access for
- Click "Modify" next to a field you want to give the group access to
- Click the check box in the column labeled "Read" and the row labeled with the name of the Public User Role you created in step 5
- Click "Save & Exit"
- Repeat this for all the fields you want to give access to
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