Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

Each pane in the User & Group Administration screen includes helpful information about that panel. Click the Help ( ? ) icon for the selected panel.


Security Components

Use the Security Components panel to set permissions for GlobalSearch components. You can select a single component. When it is selected, it turns grey and a checkmark appears to indicate selection.

To launch GlobalSearch, users must have database access permissions to at least one database, even if they will never be working in a database. Users must also be assigned as a secured user or as a member of at least one secured group. Any user or group with security to any database displays in the Secured Users & Groups list.

 

Permissions Status Indicators

Permissions for a user may be set by individual or group member. At times the permissions settings may conflict, such as for two or more individual who are part of a group. The User & Group Administration interface indicates the level of permissions set for the user on particular components:

  • Check Mark – Indicates that all selected users/group have the same permission set on all selected components.

  • Blank – Indicates that all selected users or groups have no permission on any selected components.

  • Dash – Indicates that selected users or groups have differing permissions, with permissions in conflict, where it impossible to indicate a consistent state. If you click Apply Security for a permission which is an inconsistent state, permission will be removed. Resolve the conflicted settings and then apply security changes again. Reasons include:
    • A selected user has different permissions on the multiple selected components.
    • Multiple selected users have different permissions on a selected component.
    • Multiple selected users have different permissions on multiple selected components.

 

Tip
titleSet Security by Group

Set security by user or by group, but by group is strongly recommend. This makes security maintenance easier. For example, if you set permissions for Bette Smith based on her job as AP Division Manager, what happens when she gets promoted to Vice President? If you had created a group called “AP Division Manager” you could start with one group member (Bette) and when she goes to a different position, just replace Bette with Juan as the group member, without having to reconfigure all of the security settings.


Tip
titlePlaceholder Database

If your implementation can support multiple databases, consider having one database be the “GlobalSearch Access” database, to be assigned for users that will not be working within a “real” database. For example, if someone will be scanning to Inboxes in GlobalSearch and have no need to work within a database in which documents are stored, you would grant them access to the “Software Access Database.” This database would have no documents, not even any Archives, so users that have no need for database access other than to get into the software, granting access to this placeholder databased does the trick.



Child pages (Children Display)
styleh3