To view your J1 Desktop Authentication mode, open the Maintain Config Table window and locate the following:
Module = 'TL'
Function = 'GLOBAL_VARIABLE'
Characteristic = 'EX_AUTH_MODE'
Use this window to view, update, add, and delete J1 Desktop user groups. You can also use this window to add and remove users from the group and grant or deny the group permissions to activity centers, modules, functions and tasklists. How groups are defined depends upon your J1 Desktop authentication mode.
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To view your J1 Desktop Authentication mode, open the Maintain Config Table window and locate the following: Module = 'TL' Function = 'GLOBAL_VARIABLE' Characteristic = 'EX_AUTH_MODE' |
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This process is only required for schools syncing users and groups from the active directory. If your school only syncs users, do not follow these steps. |
1. Access the Group Definition window.
2. Right-click and select Add Row. A new row appears.
3. In the Group ID field, enter an identifying name for the user group.
4. In the Description field, enter a description for the user group.
5. Optionally, from the Group Manager User ID drop-down list, select the person who will manage this user group.
6. If using integrated or mixed authentication, select the active directory group for this user group from the Active Directory Group drop-down list.
7. Click the Save button.
8. Click the Membership button. The Group Membership window appears.
9. From the Non-Members panel on the right-hand side of the window, select the users to be added to the new user group.
10. Drag the users to the Members panel or click the Add Arrow button. The users are added to the user group.
11. Click the OK button. The Group Membership window closes and the Group Definition window reappears.
12. Click the Permissions button. The Group Permissions window appears.
13. To assign the user group access to specific modules, click the Modules tab. The Modules tab appears.
14. Select modules from the Not Allowed panel and drag them to the Allowed panel or click the Add Arrow button.
15. Click the Apply or OK button. The modules are now available to the user group.
16. To assign the user group access to specific activity centers, click the Activity Centers tab. The Activity Centers tab appears.
17. Select activity centers from the Not Allowed panel and click the Add Arrow button.
18. Click the Apply or OK button. The activity centers are now available to the user group.
19. To assign the user group access to specific activities, click the Functions tab. The Functions tab appears.
20. Select activities from the Not Allowed panel and drag them to the Allowed panel or click the Add Arrow button.
TIP: To allow the members of the user group to view data on a window associated with an activity but not update it, select the View Only check box.
TIP: If you do not have a license
to a particular function, the You do
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icon appears.
21. Click the Apply or OK button. The activities are now available to the user group.
22. To assign the user group access to specific tasklists, click the Tasklists tab. The Tasklists tab appears.
23. Select tasklists from the Not Allowed panel and drag them to the Allowed panel or click the Add Arrow button.
24. Click the Apply or OK button. The tasklists are now available to the user group.
1. Access the Group Definition window.
2. Select the user group to which you are adding a user.
3. Click the Membership button. The Group Membership window appears.
4. From the Non-Members panel on the right-hand side of the window, select the user to be added to the user group.
5. Drag them to the Members panel or click the Add Arrow button. The user is moved to the Members panel.
6. Click the OK button. The user becomes a member of the user group and has access to all activity centers associated with the user group.
Remove a User from a User Group
1. Access the Group Definition window.
2. Select the user group from which you are removing a user.
3. Click the Membership button. The Group Membership window appears.
4. From the Members panel on the left-hand side of the window, select the user to be removed from the group.
5. Drag them to the Non-Members panel or click the Remove Arrow button. The user is moved to the Non-Members panel.
6. Click the OK button. The user is no longer a member of the user group and no longer has access to functions and activity centers associated with the user group.
Grant a User Group Permission to a Module
1. Access the Group Definition window.
2. Select the user group for which you are granting permission to a module.
3. Click the Permissions button. The Group Permissions window | Modules tab appears.
4. From the Not Allowed panel on the right-hand side, select the module to which you are granting the user group access.
5. Drag them to the Allowed panel or click the Add Arrow button. The module is moved to the Allowed panel.
6. Click the OK button. The users in the user group now have access to the module.
Remove a User Group's Permission to a Module
1. Access the Group Definition window.
2. Select the user group from which you are removing access to a module.
3. Click the Permissions button. The Group Permissions window | Modules tab appears.
4. From the Allowed panel on the left-hand side, select the module to which you are removing the user group access.
5. Drag them to the Not Allowed panel or click the Remove Arrow button. The module is moved to the Not Allowed panel.
6. Click the OK button. The users in the user group no longer have access to the module.
Grant a User Group Permission to an Activity Center
1. Access the Group Definition window.
2. Select the user group for which you are granting permission to an activity center.
3. Click the Permissions button. The Group Permissions window appears.
4. Click the Activity Centers tab. The Activity Centers tab appears.
5. From the Not Allowed panel on the right-hand side, select the activity center to which you are granting the user group access.
6. Drag them to the Allowed panel or click the Add Arrow button. The activity center is moved to the Allowed panel.
7. Click the OK button. The users in the user group now have access to the activity center.
Grant a User Group Override Permission to Update Activity Centers
Activity centers are assigned to module managers who are responsible for maintaining any necessary updates. Only one module manager can be assigned to an activity center; however, another user group can be granted permission to make changes to the activity center even if they are not the manager.
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Module Manager Jane Smith is on extended maternity leave and IT Administrator Joe Brown needs to make updates to the activity center. |
1. Access the Group Definition window.
2. Select the user group to which you are granting override permission to update all activity centers.
3. Click the Permissions button. The Group Permissions window appears.
4. Click the Functions tab. The Functions tab appears.
5. From the Not Allowed panel on the right-hand side, select the Override Standard Activity Center Manager Edit Permission function.
6. Drag the override function to the Allowed panel or click the Add Arrow button. The override function is moved to the Allowed panel.
7. Click the OK button. The users in the user group can now make updates to an activity center that has a module manager assigned to it via the Maintain Activity Centers window.
Remove
a User Group's Override Permission to Update Activity Centers
1. Access the Group Definition window.
2. Select the user group from which you are removing permission to the update activity center override function.
3. Click the Permissions button. The Group Permissions window appears.
4. Click the Functions tab. The Functions tab appears.
5. From the Allowed panel on the left-hand side, select the Override Standard Activity Center Manager Edit Permission function.
6. Drag the override function to the Not Allowed panel or click the Remove Arrow button. The override function is moved to the Not Allowed panel.
7. Click the OK button. The users in the user group no longer have access to the function and can no longer edit activity centers assigned to other users through the Maintain Activity Centers window.
Remove a User Group's Permission to an Activity Center
1. Access the Group Definition window.
2. Select the user group from which you are removing permission to an activity center.
3. Click the Permissions button. The Group Permissions window appears.
4. Click the Activity Centers tab. The Activity Centers tab appears.
5. From the Allowed panel on the left-hand side, select the activity center from which you are removing the user group access.
6. Drag them to the Not Allowed panel or click the Remove Arrow button. The activity center is moved to the Not Allowed panel.
7. Click the OK button. The users in the user group no longer have access to the activity center.
Grant a User Group Permission to a Function
1. Access the Group Definition window.
2. Select the user group for which you are granting permission to a function.
3. Click the Permissions button. The Group Permissions window appears.
4. Click the Functions tab. The Functions tab appears.
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If you do not have a license to
a particular function, the You
do not have license to |
5. From the Not Allowed panel on the right-hand side, select the function to which you are granting the group access.
6. Drag the function to the Allowed panel or click the Add Arrow button. The function is moved to the Allowed panel.
7. To restrict access to a view only mode, select the View Only checkbox.
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To restrict access to a view only mode for all allowed functions, select the Mark All View Only checkbox. |
8. Click the OK button. The users in the user group now have access to the function.
Remove a User Group's Permission to a Function
1. Access the Group Definition window.
2. Select the user group from which you are removing permission to a function.
3. Click the Permissions button. The Group Permissions window appears.
4. Click the Functions tab. The Functions tab appears.
5. From the Allowed panel on the left-hand side, select the function from which you are removing the user group access.
6. Drag to the Not Allowed panel or click the Remove Arrow button. The function is moved to the Not Allowed panel.
7. Click the OK button. The users in the user group no longer have access to the function.
Grant a User Group Permission to a Tasklist
1. Access the Group Definition window.
2. Select the user group for which you are granting permission to a tasklist.
3. Click the Permissions button. The Group Permissions window appears.
4. Click the Tasklists tab. The Tasklists tab appears.
5. From the Not Allowed panel on the right-hand side, select the tasklist to which you are granting the user group access.
6. Drag to the Allowed panel or click the Add Arrow button. The tasklist is moved to the Allowed panel.
7. Click the OK button. The users in the user group now have access to the tasklist.
Remove a User Group's Permission to a Tasklist
1. Access the Group Definition window.
2. Select the user group from which you are removing permission to a tasklist.
3. Click the Permissions button. The Group Permissions window appears.
4. Click the Tasklists tab. The Tasklists tab appears.
5. From the Allowed panel on the left-hand side, select the tasklist from which you are removing the user group access.
6. Drag to the Not Allowed panel or click the Remove Arrow button. The tasklist is moved to the Not Allowed panel.
7. Click the OK button. The users in the user group no longer have access to the tasklist.
