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Both sides previous revision Previous revision Next revision | Previous revision | ||
admin:managing_users [2023/01/19 15:58] – [Login rights tab] Gary Willetts | admin:managing_users [2023/07/10 23:47] (current) – [Notifications tab] Mark Glover | ||
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* The //Store// drop down list: Selects the store for which permissions are being displayed and set on the current tab. Select the store you want to see or set permissions for in this drop down list. | * The //Store// drop down list: Selects the store for which permissions are being displayed and set on the current tab. Select the store you want to see or set permissions for in this drop down list. | ||
* The **All on** button: Checks all the permissions on the current tab i.e. turns them all on. There are exceptions to this for safety reasons; the //Update pack size, cost and sell price//, //Add/edit users// and //Access server administration// | * The **All on** button: Checks all the permissions on the current tab i.e. turns them all on. There are exceptions to this for safety reasons; the //Update pack size, cost and sell price//, //Add/edit users// and //Access server administration// | ||
- | * The **Copy** button: Copies the state of all the checkboxes on the tab for this store to an internal clipboard for that tab. From version 5.03 onwards, the button opens this window:{{ : | + | * The **Copy** button: Copies the state of all the checkboxes on the tab for this store to an internal clipboard for that tab. From version 5.03 onwards, the button opens this window:{{ : |
* In the // | * In the // | ||
* In the table, select the stores you want to copy the permissions of the current store to by checking them in the // | * In the table, select the stores you want to copy the permissions of the current store to by checking them in the // | ||
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| Add/edit users | To prevent you being locked out of your datafile permanently, | | Add/edit users | To prevent you being locked out of your datafile permanently, | ||
| Access server administration | If this is checked the user will be able to access the server administration windows, as described on the [[admin: | | Access server administration | If this is checked the user will be able to access the server administration windows, as described on the [[admin: | ||
- | | Add/edit sync sites | If checked the user is able to edit site settings in a synchronisation system. This includes being able to use the sync site wizard ([[synchronisation: | + | | Add/edit sync sites | If checked the user is able to edit site settings in a synchronisation system |
+ | | Disallow adding an unordered item to a Goods Received note | If checked the user is **not** able to add items to a goods received note that are not included on a purchase order (see the [[receiving_goods: | ||
| **Permissions (2) Tab** || | | **Permissions (2) Tab** || | ||
| Change transportation dates on finalised invoice | If checked, the user can edit the **Order written date**, **Order received date**, **Expected arrival date**, **Actual arrival date** and **Ship date** fields on the //Transport details// tab of finalised customer invoices | | | Change transportation dates on finalised invoice | If checked, the user can edit the **Order written date**, **Order received date**, **Expected arrival date**, **Actual arrival date** and **Ship date** fields on the //Transport details// tab of finalised customer invoices | | ||
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| Finalise stock transfers | If checked the user can finalise a customer invoice where the customer is another store (i.e. a stock transfer) | | | Finalise stock transfers | If checked the user can finalise a customer invoice where the customer is another store (i.e. a stock transfer) | | ||
| Return stock from supplier invoices | If checked a //Return selected lines// button will appear for the user on finalised supplier invoices, allowing them to return the goods on the invoice. See the [[returning_goods: | | Return stock from supplier invoices | If checked a //Return selected lines// button will appear for the user on finalised supplier invoices, allowing them to return the goods on the invoice. See the [[returning_goods: | ||
+ | | Return stock from customer invoices | If checked a //Return selected lines// button will appear for the user on finalised customer invoices, allowing them to return the goods on the invoice. See the [[returning_goods: | ||
| Pack boxes | If checked the user is allowed to manage boxes and assign stock to boxes on a customer invoice, even if the user does not have the //Edit customer invoices// permission. See the [[issuing_goods: | | Pack boxes | If checked the user is allowed to manage boxes and assign stock to boxes on a customer invoice, even if the user does not have the //Edit customer invoices// permission. See the [[issuing_goods: | ||
| **Permissions (3) Tab** || | | **Permissions (3) Tab** || | ||
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{{ : | {{ : | ||
+ | <WRAP center round important 60%> | ||
+ | |||
+ | The notifications displayed in the desktop interface will only be for the store that the user has logged in to. | ||
+ | </ | ||
+ | |||
+ | |||
+ | |||
+ | ==== omSupply permissions tab ==== | ||
+ | {{ : | ||
+ | |||
+ | This tab contains permissions that only affect Open mSupply users. Currently Open mSupply must connect to an existing mSupply server, which takes care of the authentication and synchronisation. Soon, when we've re-written the central synchronisation server in Open mSupply, there will be no need for this tab. Until then, permissions that only apply to users of Open mSupply will appear on this tab. | ||
+ | |||
+ | This tab is included in the permissions copying functionality of the **Copy** button at the bottom of the window (see the [[admin: | ||
+ | |||
+ | ^ Permission ^ Details ^ | ||
+ | | Can confirm internal order as sent | If checked then the user can // | ||
==== Login rights tab ==== | ==== Login rights tab ==== | ||
On this tab you set which stores the user can login to: | On this tab you set which stores the user can login to: | ||
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If there are too many stores in the list, you can restrict the display by typing in the //Search stores// text box: only stores with names starting with what you type will be displayed. | If there are too many stores in the list, you can restrict the display by typing in the //Search stores// text box: only stores with names starting with what you type will be displayed. | ||
- | If you need a more complex type of search then click on the **Complex search** button and this filter window will open (you will recognise it as very similar | + | If you need a more complex type of search then click on the **Complex search** button and this filter window will open (you will recognise it as very similar |
{{ : | {{ : | ||
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===== Managing and using groups ===== | ===== Managing and using groups ===== | ||
+ | |||
+ | mSupply allows for a high granularity of user permission configuration. | ||
+ | |||
+ | * Users can be configured to: | ||
+ | * Log in to particular stores | ||
+ | * Have a range of general user permissions such as access to the dashboard | ||
+ | * Users can also be configured to have permission to view or edit data while logged in to particular stores. | ||
+ | * If users are a member of a group, then permission to view or edit data while logged in to particular stores is governed by the group membership. | ||
+ | |||
+ | <WRAP center round important 60%> | ||
+ | A user can have permission to view or edit data while logged in to a particular store, either directly or through membership of a group. | ||
+ | </ | ||
+ | |||
+ | |||
==== Adding a group ==== | ==== Adding a group ==== | ||
Show the list of groups by opening the "Edit user" window and then choosing " | Show the list of groups by opening the "Edit user" window and then choosing " | ||
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{{ : | {{ : | ||
+ | <WRAP center round tip 60%> | ||
+ | |||
+ | You will only be able to set checkboxes which can have different settings in different stores. Anything that is not a checkbox and or any checkbox that applies across all stores cannot be set in a group' | ||
+ | </ | ||
- | Note that you will only be able to set checkboxes which can have different settings in different stores. Anything that is not a checkbox and or any checkbox that applies across all stores cannot be set in a group' | ||
==== Editing a group ==== | ==== Editing a group ==== |