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.
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If you don't have the appropriate administrative rights, the following message will display:
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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.
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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.
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- The second screen available is W/O Defaults.
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- The third screen available is User Options. This sets up user preferences for work order activity.
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- The final screen HTML/Mobile is used for those colleges that have added mobile device features.
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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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