Assign Security Roles and Approver Permissions
Purpose: Use this document to assign security roles to current DirectLine users and set up approver credentials for staff that approve surplus/disposal lists.
Audience: DirectLine administrators with permission to maintain user security roles.
Megamation support staff create new DirectLine users at the college's request. Use this email address to submit a request: [email protected]
Navigation: Administration / User Security / User Management
- On the DirectLine Menu screen, select the Administration drop down menu.
- From there, select User Security.
- Then select User Management.
If you don't have the appropriate administrative rights, the following message will display:
If you do have sufficient administrative rights, a list of users will display:
- Highlight the user you want to change and select the EDIT button.
There are four screens available for review and input.
- The first screen is the General tab. It contains the User Group, System Language, email addresses, etc.
Note: the checkbox, User has active profile is not needed for business office fixed asset users. However, anyone using work order features must have this box checked.
- The second screen available is W/O Defaults.
- The third screen available is User Options. This sets up user preferences for work order activity.
- The final screen HTML/Mobile is used for those colleges that have added mobile device features.
Set up FAE Approver
This feature is used for supervisors that approve surplus and disposal lists. From the General tab:
- Select FAE-APPROVER from the User Group drop-down list.
- Select OK to save your changes.
User Group Definitions
| User Group Type |
User Group Name |
Description |
|---|---|---|
| Administration | ADMIN | Full access to all screens and all pages on those screens |
| Facilities | (BLANK) | This is the default user group type if this field has been left blank. Facilities users have view only permissions for the financial screens in the Building and Equipment records |
| Finance | FAE Admin | Full access to fixed asset related modules and screens, including administration. View only permissions for the facilities screens in the Building records |
| Finance | FAE User | Full access to all fixed asset related modules and screens, but not access to administration and no access to approvals |
| Finance | FAE Approver | View only access to all screens, plus access to transfer and disposal approvals. User must be set up as an approver as well. (Instructions provided in this user guide). |
| FAE Read Only | Read only access to all FAE related screens |
Users in the Finance group have read-only permissions for the Facilities and AMS tabs in the Building/Site entry screens. Users in the Facilities group have read-only permissions on the Finance tab in the Building/Site entry screens.
Procedure complete.
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