pm:users_form

Users Form

This form lists all the users who have used this program. Only Administrators have access to this form.

User records may not be added or removed. The first time a new user uses the program, the program creates an entry in this user list. The user is created with Reviewer access only.

To add or remove a user role, simply check the box under the appropriate heading. A synopsis of the various roles is provided below.

NOTE: These roles do not overlap. For a user to have full access to the program, they would need Administrator, Editor, and Reviewer access. Administrator access alone would not grant them the rights to edit policy documents. Of course, a user with Administrator access could easily grant himself any other access he wanted.

When you assign an edition to a user, a few things happen:

  • That edition of the Table of Contents becomes the user's default Table of Contents. When they open the program, that is the edition that they see on their screen. They still have the option to switch to any of the other editions.
  • Policy documents that are not a part of the assigned edition will never display as "Requires Review" for that user on any report or form.

A Reviewer may review policies in read-only mode.

Only users with the Reviewer role will appear in the Review by Policy and Review by User reports.

An editor may add a policy, import a new policy document, or edit an existing policy.

An Administrator may make changes to the users table.

NOTE: An administrator may not remove his own Administrator privileges. Only another administrator may do that. This ensures that there will always be at least one user with Administrator access.

User Name

The Windows login name of the user. This is the name the user uses to log on to their computer.

%fineprint{Appears in: Users Form, User Security Report}%

Display Name

The user's name as it should be displayed on reports. Generally, it is the user's first and last name. For example, "John Smith".

%fineprint{Appears in: Users Form, Review by User Report, Review by Policy Report, User Security Report}%

Administrator?

This box is checked if the user should have the role of an Administrator.

%fineprint{Appears in: Users Form, User Security Report}%

Editor?

This box is checked if the user should have the role of an Editor.

%fineprint{Appears in: Users Form, User Security Report}%

Reviewer?

This box is checked if the user should have the role of a Reviewer.

%fineprint{Appears in: Users Form, User Security Report}%

Edition

Default edition for the user. New users are assigned the "Complete" edition by default.

%fineprint{Appears in: Users Form, User Security Report}%

  • pm/users_form.txt
  • Last modified: 2016/03/22 17:56 UTC
  • by mike