Notepad Users Window

A user must exist on the Users tab and have values stored on the Rights tab in order to access the Notepad options.

The purpose of this window is to allow the system administrator to define users for the Notepad system and to assign access rights to those users.

A user's access to a particular module can be defined by associating the User ID with the module code.

Every user of the Notepad must exist on the Notepad User table in order to access any of the functions that are available within Notepad. If access is granted to the functions, there is a security check that needs to happen before displaying each table row for an item. The Items row has a module code, and each user has access to that module code on their Notepad User row.

Notepad Information displayed on reports in any of the modules is dependent on rights set in this window. If you do not have rights to modules, actions, and/or action lists (set on the Rights tab), those items will be appropriately filtered from the report.

When selecting a user on the Users tab, the User ID must have an associated ID Number. If necessary, go to the Users window to set the ID Number before proceeding.

Tabs

How To

Before you can begin adding information to a persons Notepad or running daily procedures that generate individual To Do Lists, you (and each person in your office who will be using Notepad) have to be assigned as a Notepad user. However, only those users who have been given functional access to Notepad in the Tasklist module can be added to the Notepad User table.

1. Open the Notepad Users window and access the Users tab.

2. Choose Add Row or Insert Row from the right-click menu.

3. In the User ID column, click on the drop-down arrow to view list of available users. Select the user you wish to add as a Notepad user. The users ID number appears automatically in the ID Number column.

If you choose a User ID without an existing ID Number, an error message appears prompting you to set the ID Number on the Users window before proceeding.

4. Type in the User Title.

5. Save.

6. Click the Rights tab.

7. Select from the drop-down list the Module Access Code Stamp code (the module to which the user will have access).

8. Click the Modules radio button to display Selected Modules to which the Notepad User has security. If you want to set or change the module security, click the Change... button, which opens the Select Modules to Secure window.

9. In the Available (Modules) panel, select the modules to which this user has access and click the Add button to move those modules to the Selected (Modules) panel or drag the selected modules to the Selected (Modules) panel. If the user should have access to all modules, click the Add All button. If you need to remove some or all modules from the Selected (Modules) panel, select the modules and click the Remove or Remove All button or drag them to the Available (Modules) panel.

10. Click OK. The Select Modules to Secure window closes and the Notepad Users window reappears.

11. Click the Actions radio button to display Selected Actions to which the NotePad User has security. If you want to set or change the actions security, click the Change... button, which opens the Select Actions to Secure window.

12. In the Available (Action) panel, select the actions to which this user has access and click the Add button to move those actions to the Selected (Action) panel or drag the selected actions to the Selected (Action) panel. If the user should have access to all actions, click the Add All button. If you need to remove some or all actions from the Selected (Action) pane,l select the actions and click the Remove or Remove All button or drag them to the Available (Action) panel.

13. Click OK. The Select Actions to Secure window closes and the Notepad Users window reappears.

14. Click the Action Lists radio button to display Selected Action Lists to which the Notepad User has security. If you want to set or change the action lists security, click the Change... button, which opens the Select Action Lists to Secure window.

15. In the Available (Action List) panel, select the action lists to which this user has access and click the Add button to move those actions to the Selected (Action List) panel or drag the selected actions to the Selected (Action List) panel. If the user should have access to all action lists, click the Add All button. If you need to remove some or all action lists from the Selected (Action List) panel, select the action lists and click the Remove or Remove All button or drag them to the Available (Action List) panel.

16. Click OK. The Select Action Lists to Secure window closes and the Notepad Users window reappears.

17. Click OK on the Notepad Users window.