40
Overview of Access Groups (SA03) System Administrator Track
| Date post: | 23-Jun-2015 |
| Category: |
Software |
| Upload: | maintenance-connection |
| View: | 66 times |
| Download: | 0 times |
Overview of Access Groups (SA03)
System Administrator Track
1 Open Internet Explorer 2 Type into the address bar wwwmaintenanceconnectioncom 3 Click Log In button 4 Enter the following
Member ID SA_CHECKPOINT Password Checkpoint2014
Note During the seminar please do not ldquoSaverdquo while following along with a specific example unless directed to do so by your course instructor
Wireless SSID CHECKPOINT Wireless Password CHECKPOINT
Logon Instructions
Presenter Names Marc Ackers and Adam OrsquoBrien
Background information
bull Role and expertise at Maintenance Connection
bull Fun Fact
Presenter Bio
Access Groups and Rights Defined
Access Group Tabs
Rights and Permissions
Cloning Access Groups
Agenda
Access Groups and Rights Overview
Access Groups and Rights Defined
Define Member accessibility
bull Modules
bull Records
bull Features
Access Groups and Rights Overview
Define specific permissions including
bull Approval levels
bull Delete rights
bull Edit rights
Access Groups and Rights Overview (contrsquod)
Three default Access Groups
bull Maintenance Administrators
bull Maintenance Requesters
bull Maintenance Technicians
Access Groups and Rights Overview (contrsquod)
All members of each Access Group share permissions
Can have as many Groups as needed
bull Unique permissions for individuals per organization
bull Number of groups will vary
Access Groups and Rights Overview (contrsquod)
Individual rights can be set via Labor Requester or Membership record
bull Specific locations
bull Report groups
bull Modify accessible applications
Access Groups and Rights Overview (contrsquod)
Details
Repair Centers
Locations Reports
Reports
Access Group Tabs
General information stored
bull Identification
bull Default application access
Details
Application Chooser displays interface options to select
bull Separates interfaces of MC
bull Most common are MGR TWC or R
bull Application Chooser will vary for users
Details (contrsquod)
List of Repair Centers that Members should have access
bull Labor Requester record default access
Leaving blank will give access to all Repair Centers
Repair Centers
Accessible Locations (Defaults)
bull Service Requester
bull MRO Work Center (including TWC)
bull Leaving blank = all access
Locations Reports
Example of Accessible Locations (Defaults)
Locations Reports (contrsquod)
Accessible Report Groups limit report access
bull Leave blank for all Report Group access
Common to create Custom Report Groups
Locations Reports (contrsquod)
Lists members associated with selected Access Group
Click on Member to access record
Reports
Module and Type Filters
Description of Rights
Enabling and Disabling Rights
Rights and Permissions
Two filters used to limit rights displayed
bull Module Filter
bull Type Filter
Module and Type Filters
Module Filter options
bull All modules
bull Individual module selections
Module and Type Filters (contrsquod)
Type Filter options
bull All Types or rights
bull Individual Type of right selections
bull Some rights not available in all modules
Module and Type Filters (contrsquod)
Many different types of Rights available
Most important rights include
bull Delete
bull Access (General and Tab)
bull Edit
bull Authorization Approvals
Description of Rights
Can be individually selected
Enable or Disable Action Bar used for mass updates
bull Enable All
bull Disable All
bull Action
Enabling and Disabling Rights
Green check mark in Enabled column signifies status
Enabling or disabling takes effect immediately (no logoff)
Enabling and Disabling Rights (contrsquod)
Cloning Access Groups Overview
Adjust Rights
Edit Repair Centers
Limit Locations Reports
Cloning Access Groups
If similar permissions to existing group preferable to clone
Quick and convenient way to create new Access Group
Cloning Access Groups Overview
Edit Rights to ensure permissions are accurate for new Access Group
Adjust Rights
Verify or correct Repair Centers to limit access
Edit Repair Centers
Locations can be added to limit access
Limit Locations Reports
Custom Report Groups can be created specific to a Location or Repair Center
Limit Locations Reports (contrsquod)
Now letrsquos practice cloning an Access Group and editing Rights
Clone Access Group Hands-On
Navigate to the Access Group Module
Select the Maintenance Administrators Access Group
Select the Clone button
Clone Access Group Hands-On (contrsquod)
Find cloned Access Group and rename the Access Group ID to SA03_YOURINITIALS
Edit the Name to SA03_YourName
Save your Access Group
Clone Access Group Hands-On (contrsquod)
Navigate to the Rights tab
Select the Module as All
Select the Type as Delete
Clone Access Group Hands-On (contrsquod)
Click the check mark to select all of the listed Delete Rights
Select Action and Disable Selected
Clone Access Group Hands-On (contrsquod)
The Access Group will now be available to add to existing Member records or for new Members
Clone Access Group Hands-On (contrsquod)
You have now successfully completed creating a new Access Group and editing Rights
Clone Access Group Hands-On (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Access Groups ndash Setting Up and Configuring
Access Groups ndash Rights Tab
Additional Resources
1 Open Internet Explorer 2 Type into the address bar wwwmaintenanceconnectioncom 3 Click Log In button 4 Enter the following
Member ID SA_CHECKPOINT Password Checkpoint2014
Note During the seminar please do not ldquoSaverdquo while following along with a specific example unless directed to do so by your course instructor
Wireless SSID CHECKPOINT Wireless Password CHECKPOINT
Logon Instructions
Presenter Names Marc Ackers and Adam OrsquoBrien
Background information
bull Role and expertise at Maintenance Connection
bull Fun Fact
Presenter Bio
Access Groups and Rights Defined
Access Group Tabs
Rights and Permissions
Cloning Access Groups
Agenda
Access Groups and Rights Overview
Access Groups and Rights Defined
Define Member accessibility
bull Modules
bull Records
bull Features
Access Groups and Rights Overview
Define specific permissions including
bull Approval levels
bull Delete rights
bull Edit rights
Access Groups and Rights Overview (contrsquod)
Three default Access Groups
bull Maintenance Administrators
bull Maintenance Requesters
bull Maintenance Technicians
Access Groups and Rights Overview (contrsquod)
All members of each Access Group share permissions
Can have as many Groups as needed
bull Unique permissions for individuals per organization
bull Number of groups will vary
Access Groups and Rights Overview (contrsquod)
Individual rights can be set via Labor Requester or Membership record
bull Specific locations
bull Report groups
bull Modify accessible applications
Access Groups and Rights Overview (contrsquod)
Details
Repair Centers
Locations Reports
Reports
Access Group Tabs
General information stored
bull Identification
bull Default application access
Details
Application Chooser displays interface options to select
bull Separates interfaces of MC
bull Most common are MGR TWC or R
bull Application Chooser will vary for users
Details (contrsquod)
List of Repair Centers that Members should have access
bull Labor Requester record default access
Leaving blank will give access to all Repair Centers
Repair Centers
Accessible Locations (Defaults)
bull Service Requester
bull MRO Work Center (including TWC)
bull Leaving blank = all access
Locations Reports
Example of Accessible Locations (Defaults)
Locations Reports (contrsquod)
Accessible Report Groups limit report access
bull Leave blank for all Report Group access
Common to create Custom Report Groups
Locations Reports (contrsquod)
Lists members associated with selected Access Group
Click on Member to access record
Reports
Module and Type Filters
Description of Rights
Enabling and Disabling Rights
Rights and Permissions
Two filters used to limit rights displayed
bull Module Filter
bull Type Filter
Module and Type Filters
Module Filter options
bull All modules
bull Individual module selections
Module and Type Filters (contrsquod)
Type Filter options
bull All Types or rights
bull Individual Type of right selections
bull Some rights not available in all modules
Module and Type Filters (contrsquod)
Many different types of Rights available
Most important rights include
bull Delete
bull Access (General and Tab)
bull Edit
bull Authorization Approvals
Description of Rights
Can be individually selected
Enable or Disable Action Bar used for mass updates
bull Enable All
bull Disable All
bull Action
Enabling and Disabling Rights
Green check mark in Enabled column signifies status
Enabling or disabling takes effect immediately (no logoff)
Enabling and Disabling Rights (contrsquod)
Cloning Access Groups Overview
Adjust Rights
Edit Repair Centers
Limit Locations Reports
Cloning Access Groups
If similar permissions to existing group preferable to clone
Quick and convenient way to create new Access Group
Cloning Access Groups Overview
Edit Rights to ensure permissions are accurate for new Access Group
Adjust Rights
Verify or correct Repair Centers to limit access
Edit Repair Centers
Locations can be added to limit access
Limit Locations Reports
Custom Report Groups can be created specific to a Location or Repair Center
Limit Locations Reports (contrsquod)
Now letrsquos practice cloning an Access Group and editing Rights
Clone Access Group Hands-On
Navigate to the Access Group Module
Select the Maintenance Administrators Access Group
Select the Clone button
Clone Access Group Hands-On (contrsquod)
Find cloned Access Group and rename the Access Group ID to SA03_YOURINITIALS
Edit the Name to SA03_YourName
Save your Access Group
Clone Access Group Hands-On (contrsquod)
Navigate to the Rights tab
Select the Module as All
Select the Type as Delete
Clone Access Group Hands-On (contrsquod)
Click the check mark to select all of the listed Delete Rights
Select Action and Disable Selected
Clone Access Group Hands-On (contrsquod)
The Access Group will now be available to add to existing Member records or for new Members
Clone Access Group Hands-On (contrsquod)
You have now successfully completed creating a new Access Group and editing Rights
Clone Access Group Hands-On (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Access Groups ndash Setting Up and Configuring
Access Groups ndash Rights Tab
Additional Resources
Presenter Names Marc Ackers and Adam OrsquoBrien
Background information
bull Role and expertise at Maintenance Connection
bull Fun Fact
Presenter Bio
Access Groups and Rights Defined
Access Group Tabs
Rights and Permissions
Cloning Access Groups
Agenda
Access Groups and Rights Overview
Access Groups and Rights Defined
Define Member accessibility
bull Modules
bull Records
bull Features
Access Groups and Rights Overview
Define specific permissions including
bull Approval levels
bull Delete rights
bull Edit rights
Access Groups and Rights Overview (contrsquod)
Three default Access Groups
bull Maintenance Administrators
bull Maintenance Requesters
bull Maintenance Technicians
Access Groups and Rights Overview (contrsquod)
All members of each Access Group share permissions
Can have as many Groups as needed
bull Unique permissions for individuals per organization
bull Number of groups will vary
Access Groups and Rights Overview (contrsquod)
Individual rights can be set via Labor Requester or Membership record
bull Specific locations
bull Report groups
bull Modify accessible applications
Access Groups and Rights Overview (contrsquod)
Details
Repair Centers
Locations Reports
Reports
Access Group Tabs
General information stored
bull Identification
bull Default application access
Details
Application Chooser displays interface options to select
bull Separates interfaces of MC
bull Most common are MGR TWC or R
bull Application Chooser will vary for users
Details (contrsquod)
List of Repair Centers that Members should have access
bull Labor Requester record default access
Leaving blank will give access to all Repair Centers
Repair Centers
Accessible Locations (Defaults)
bull Service Requester
bull MRO Work Center (including TWC)
bull Leaving blank = all access
Locations Reports
Example of Accessible Locations (Defaults)
Locations Reports (contrsquod)
Accessible Report Groups limit report access
bull Leave blank for all Report Group access
Common to create Custom Report Groups
Locations Reports (contrsquod)
Lists members associated with selected Access Group
Click on Member to access record
Reports
Module and Type Filters
Description of Rights
Enabling and Disabling Rights
Rights and Permissions
Two filters used to limit rights displayed
bull Module Filter
bull Type Filter
Module and Type Filters
Module Filter options
bull All modules
bull Individual module selections
Module and Type Filters (contrsquod)
Type Filter options
bull All Types or rights
bull Individual Type of right selections
bull Some rights not available in all modules
Module and Type Filters (contrsquod)
Many different types of Rights available
Most important rights include
bull Delete
bull Access (General and Tab)
bull Edit
bull Authorization Approvals
Description of Rights
Can be individually selected
Enable or Disable Action Bar used for mass updates
bull Enable All
bull Disable All
bull Action
Enabling and Disabling Rights
Green check mark in Enabled column signifies status
Enabling or disabling takes effect immediately (no logoff)
Enabling and Disabling Rights (contrsquod)
Cloning Access Groups Overview
Adjust Rights
Edit Repair Centers
Limit Locations Reports
Cloning Access Groups
If similar permissions to existing group preferable to clone
Quick and convenient way to create new Access Group
Cloning Access Groups Overview
Edit Rights to ensure permissions are accurate for new Access Group
Adjust Rights
Verify or correct Repair Centers to limit access
Edit Repair Centers
Locations can be added to limit access
Limit Locations Reports
Custom Report Groups can be created specific to a Location or Repair Center
Limit Locations Reports (contrsquod)
Now letrsquos practice cloning an Access Group and editing Rights
Clone Access Group Hands-On
Navigate to the Access Group Module
Select the Maintenance Administrators Access Group
Select the Clone button
Clone Access Group Hands-On (contrsquod)
Find cloned Access Group and rename the Access Group ID to SA03_YOURINITIALS
Edit the Name to SA03_YourName
Save your Access Group
Clone Access Group Hands-On (contrsquod)
Navigate to the Rights tab
Select the Module as All
Select the Type as Delete
Clone Access Group Hands-On (contrsquod)
Click the check mark to select all of the listed Delete Rights
Select Action and Disable Selected
Clone Access Group Hands-On (contrsquod)
The Access Group will now be available to add to existing Member records or for new Members
Clone Access Group Hands-On (contrsquod)
You have now successfully completed creating a new Access Group and editing Rights
Clone Access Group Hands-On (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Access Groups ndash Setting Up and Configuring
Access Groups ndash Rights Tab
Additional Resources
Access Groups and Rights Defined
Access Group Tabs
Rights and Permissions
Cloning Access Groups
Agenda
Access Groups and Rights Overview
Access Groups and Rights Defined
Define Member accessibility
bull Modules
bull Records
bull Features
Access Groups and Rights Overview
Define specific permissions including
bull Approval levels
bull Delete rights
bull Edit rights
Access Groups and Rights Overview (contrsquod)
Three default Access Groups
bull Maintenance Administrators
bull Maintenance Requesters
bull Maintenance Technicians
Access Groups and Rights Overview (contrsquod)
All members of each Access Group share permissions
Can have as many Groups as needed
bull Unique permissions for individuals per organization
bull Number of groups will vary
Access Groups and Rights Overview (contrsquod)
Individual rights can be set via Labor Requester or Membership record
bull Specific locations
bull Report groups
bull Modify accessible applications
Access Groups and Rights Overview (contrsquod)
Details
Repair Centers
Locations Reports
Reports
Access Group Tabs
General information stored
bull Identification
bull Default application access
Details
Application Chooser displays interface options to select
bull Separates interfaces of MC
bull Most common are MGR TWC or R
bull Application Chooser will vary for users
Details (contrsquod)
List of Repair Centers that Members should have access
bull Labor Requester record default access
Leaving blank will give access to all Repair Centers
Repair Centers
Accessible Locations (Defaults)
bull Service Requester
bull MRO Work Center (including TWC)
bull Leaving blank = all access
Locations Reports
Example of Accessible Locations (Defaults)
Locations Reports (contrsquod)
Accessible Report Groups limit report access
bull Leave blank for all Report Group access
Common to create Custom Report Groups
Locations Reports (contrsquod)
Lists members associated with selected Access Group
Click on Member to access record
Reports
Module and Type Filters
Description of Rights
Enabling and Disabling Rights
Rights and Permissions
Two filters used to limit rights displayed
bull Module Filter
bull Type Filter
Module and Type Filters
Module Filter options
bull All modules
bull Individual module selections
Module and Type Filters (contrsquod)
Type Filter options
bull All Types or rights
bull Individual Type of right selections
bull Some rights not available in all modules
Module and Type Filters (contrsquod)
Many different types of Rights available
Most important rights include
bull Delete
bull Access (General and Tab)
bull Edit
bull Authorization Approvals
Description of Rights
Can be individually selected
Enable or Disable Action Bar used for mass updates
bull Enable All
bull Disable All
bull Action
Enabling and Disabling Rights
Green check mark in Enabled column signifies status
Enabling or disabling takes effect immediately (no logoff)
Enabling and Disabling Rights (contrsquod)
Cloning Access Groups Overview
Adjust Rights
Edit Repair Centers
Limit Locations Reports
Cloning Access Groups
If similar permissions to existing group preferable to clone
Quick and convenient way to create new Access Group
Cloning Access Groups Overview
Edit Rights to ensure permissions are accurate for new Access Group
Adjust Rights
Verify or correct Repair Centers to limit access
Edit Repair Centers
Locations can be added to limit access
Limit Locations Reports
Custom Report Groups can be created specific to a Location or Repair Center
Limit Locations Reports (contrsquod)
Now letrsquos practice cloning an Access Group and editing Rights
Clone Access Group Hands-On
Navigate to the Access Group Module
Select the Maintenance Administrators Access Group
Select the Clone button
Clone Access Group Hands-On (contrsquod)
Find cloned Access Group and rename the Access Group ID to SA03_YOURINITIALS
Edit the Name to SA03_YourName
Save your Access Group
Clone Access Group Hands-On (contrsquod)
Navigate to the Rights tab
Select the Module as All
Select the Type as Delete
Clone Access Group Hands-On (contrsquod)
Click the check mark to select all of the listed Delete Rights
Select Action and Disable Selected
Clone Access Group Hands-On (contrsquod)
The Access Group will now be available to add to existing Member records or for new Members
Clone Access Group Hands-On (contrsquod)
You have now successfully completed creating a new Access Group and editing Rights
Clone Access Group Hands-On (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Access Groups ndash Setting Up and Configuring
Access Groups ndash Rights Tab
Additional Resources
Access Groups and Rights Overview
Access Groups and Rights Defined
Define Member accessibility
bull Modules
bull Records
bull Features
Access Groups and Rights Overview
Define specific permissions including
bull Approval levels
bull Delete rights
bull Edit rights
Access Groups and Rights Overview (contrsquod)
Three default Access Groups
bull Maintenance Administrators
bull Maintenance Requesters
bull Maintenance Technicians
Access Groups and Rights Overview (contrsquod)
All members of each Access Group share permissions
Can have as many Groups as needed
bull Unique permissions for individuals per organization
bull Number of groups will vary
Access Groups and Rights Overview (contrsquod)
Individual rights can be set via Labor Requester or Membership record
bull Specific locations
bull Report groups
bull Modify accessible applications
Access Groups and Rights Overview (contrsquod)
Details
Repair Centers
Locations Reports
Reports
Access Group Tabs
General information stored
bull Identification
bull Default application access
Details
Application Chooser displays interface options to select
bull Separates interfaces of MC
bull Most common are MGR TWC or R
bull Application Chooser will vary for users
Details (contrsquod)
List of Repair Centers that Members should have access
bull Labor Requester record default access
Leaving blank will give access to all Repair Centers
Repair Centers
Accessible Locations (Defaults)
bull Service Requester
bull MRO Work Center (including TWC)
bull Leaving blank = all access
Locations Reports
Example of Accessible Locations (Defaults)
Locations Reports (contrsquod)
Accessible Report Groups limit report access
bull Leave blank for all Report Group access
Common to create Custom Report Groups
Locations Reports (contrsquod)
Lists members associated with selected Access Group
Click on Member to access record
Reports
Module and Type Filters
Description of Rights
Enabling and Disabling Rights
Rights and Permissions
Two filters used to limit rights displayed
bull Module Filter
bull Type Filter
Module and Type Filters
Module Filter options
bull All modules
bull Individual module selections
Module and Type Filters (contrsquod)
Type Filter options
bull All Types or rights
bull Individual Type of right selections
bull Some rights not available in all modules
Module and Type Filters (contrsquod)
Many different types of Rights available
Most important rights include
bull Delete
bull Access (General and Tab)
bull Edit
bull Authorization Approvals
Description of Rights
Can be individually selected
Enable or Disable Action Bar used for mass updates
bull Enable All
bull Disable All
bull Action
Enabling and Disabling Rights
Green check mark in Enabled column signifies status
Enabling or disabling takes effect immediately (no logoff)
Enabling and Disabling Rights (contrsquod)
Cloning Access Groups Overview
Adjust Rights
Edit Repair Centers
Limit Locations Reports
Cloning Access Groups
If similar permissions to existing group preferable to clone
Quick and convenient way to create new Access Group
Cloning Access Groups Overview
Edit Rights to ensure permissions are accurate for new Access Group
Adjust Rights
Verify or correct Repair Centers to limit access
Edit Repair Centers
Locations can be added to limit access
Limit Locations Reports
Custom Report Groups can be created specific to a Location or Repair Center
Limit Locations Reports (contrsquod)
Now letrsquos practice cloning an Access Group and editing Rights
Clone Access Group Hands-On
Navigate to the Access Group Module
Select the Maintenance Administrators Access Group
Select the Clone button
Clone Access Group Hands-On (contrsquod)
Find cloned Access Group and rename the Access Group ID to SA03_YOURINITIALS
Edit the Name to SA03_YourName
Save your Access Group
Clone Access Group Hands-On (contrsquod)
Navigate to the Rights tab
Select the Module as All
Select the Type as Delete
Clone Access Group Hands-On (contrsquod)
Click the check mark to select all of the listed Delete Rights
Select Action and Disable Selected
Clone Access Group Hands-On (contrsquod)
The Access Group will now be available to add to existing Member records or for new Members
Clone Access Group Hands-On (contrsquod)
You have now successfully completed creating a new Access Group and editing Rights
Clone Access Group Hands-On (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Access Groups ndash Setting Up and Configuring
Access Groups ndash Rights Tab
Additional Resources
Define Member accessibility
bull Modules
bull Records
bull Features
Access Groups and Rights Overview
Define specific permissions including
bull Approval levels
bull Delete rights
bull Edit rights
Access Groups and Rights Overview (contrsquod)
Three default Access Groups
bull Maintenance Administrators
bull Maintenance Requesters
bull Maintenance Technicians
Access Groups and Rights Overview (contrsquod)
All members of each Access Group share permissions
Can have as many Groups as needed
bull Unique permissions for individuals per organization
bull Number of groups will vary
Access Groups and Rights Overview (contrsquod)
Individual rights can be set via Labor Requester or Membership record
bull Specific locations
bull Report groups
bull Modify accessible applications
Access Groups and Rights Overview (contrsquod)
Details
Repair Centers
Locations Reports
Reports
Access Group Tabs
General information stored
bull Identification
bull Default application access
Details
Application Chooser displays interface options to select
bull Separates interfaces of MC
bull Most common are MGR TWC or R
bull Application Chooser will vary for users
Details (contrsquod)
List of Repair Centers that Members should have access
bull Labor Requester record default access
Leaving blank will give access to all Repair Centers
Repair Centers
Accessible Locations (Defaults)
bull Service Requester
bull MRO Work Center (including TWC)
bull Leaving blank = all access
Locations Reports
Example of Accessible Locations (Defaults)
Locations Reports (contrsquod)
Accessible Report Groups limit report access
bull Leave blank for all Report Group access
Common to create Custom Report Groups
Locations Reports (contrsquod)
Lists members associated with selected Access Group
Click on Member to access record
Reports
Module and Type Filters
Description of Rights
Enabling and Disabling Rights
Rights and Permissions
Two filters used to limit rights displayed
bull Module Filter
bull Type Filter
Module and Type Filters
Module Filter options
bull All modules
bull Individual module selections
Module and Type Filters (contrsquod)
Type Filter options
bull All Types or rights
bull Individual Type of right selections
bull Some rights not available in all modules
Module and Type Filters (contrsquod)
Many different types of Rights available
Most important rights include
bull Delete
bull Access (General and Tab)
bull Edit
bull Authorization Approvals
Description of Rights
Can be individually selected
Enable or Disable Action Bar used for mass updates
bull Enable All
bull Disable All
bull Action
Enabling and Disabling Rights
Green check mark in Enabled column signifies status
Enabling or disabling takes effect immediately (no logoff)
Enabling and Disabling Rights (contrsquod)
Cloning Access Groups Overview
Adjust Rights
Edit Repair Centers
Limit Locations Reports
Cloning Access Groups
If similar permissions to existing group preferable to clone
Quick and convenient way to create new Access Group
Cloning Access Groups Overview
Edit Rights to ensure permissions are accurate for new Access Group
Adjust Rights
Verify or correct Repair Centers to limit access
Edit Repair Centers
Locations can be added to limit access
Limit Locations Reports
Custom Report Groups can be created specific to a Location or Repair Center
Limit Locations Reports (contrsquod)
Now letrsquos practice cloning an Access Group and editing Rights
Clone Access Group Hands-On
Navigate to the Access Group Module
Select the Maintenance Administrators Access Group
Select the Clone button
Clone Access Group Hands-On (contrsquod)
Find cloned Access Group and rename the Access Group ID to SA03_YOURINITIALS
Edit the Name to SA03_YourName
Save your Access Group
Clone Access Group Hands-On (contrsquod)
Navigate to the Rights tab
Select the Module as All
Select the Type as Delete
Clone Access Group Hands-On (contrsquod)
Click the check mark to select all of the listed Delete Rights
Select Action and Disable Selected
Clone Access Group Hands-On (contrsquod)
The Access Group will now be available to add to existing Member records or for new Members
Clone Access Group Hands-On (contrsquod)
You have now successfully completed creating a new Access Group and editing Rights
Clone Access Group Hands-On (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Access Groups ndash Setting Up and Configuring
Access Groups ndash Rights Tab
Additional Resources
Define specific permissions including
bull Approval levels
bull Delete rights
bull Edit rights
Access Groups and Rights Overview (contrsquod)
Three default Access Groups
bull Maintenance Administrators
bull Maintenance Requesters
bull Maintenance Technicians
Access Groups and Rights Overview (contrsquod)
All members of each Access Group share permissions
Can have as many Groups as needed
bull Unique permissions for individuals per organization
bull Number of groups will vary
Access Groups and Rights Overview (contrsquod)
Individual rights can be set via Labor Requester or Membership record
bull Specific locations
bull Report groups
bull Modify accessible applications
Access Groups and Rights Overview (contrsquod)
Details
Repair Centers
Locations Reports
Reports
Access Group Tabs
General information stored
bull Identification
bull Default application access
Details
Application Chooser displays interface options to select
bull Separates interfaces of MC
bull Most common are MGR TWC or R
bull Application Chooser will vary for users
Details (contrsquod)
List of Repair Centers that Members should have access
bull Labor Requester record default access
Leaving blank will give access to all Repair Centers
Repair Centers
Accessible Locations (Defaults)
bull Service Requester
bull MRO Work Center (including TWC)
bull Leaving blank = all access
Locations Reports
Example of Accessible Locations (Defaults)
Locations Reports (contrsquod)
Accessible Report Groups limit report access
bull Leave blank for all Report Group access
Common to create Custom Report Groups
Locations Reports (contrsquod)
Lists members associated with selected Access Group
Click on Member to access record
Reports
Module and Type Filters
Description of Rights
Enabling and Disabling Rights
Rights and Permissions
Two filters used to limit rights displayed
bull Module Filter
bull Type Filter
Module and Type Filters
Module Filter options
bull All modules
bull Individual module selections
Module and Type Filters (contrsquod)
Type Filter options
bull All Types or rights
bull Individual Type of right selections
bull Some rights not available in all modules
Module and Type Filters (contrsquod)
Many different types of Rights available
Most important rights include
bull Delete
bull Access (General and Tab)
bull Edit
bull Authorization Approvals
Description of Rights
Can be individually selected
Enable or Disable Action Bar used for mass updates
bull Enable All
bull Disable All
bull Action
Enabling and Disabling Rights
Green check mark in Enabled column signifies status
Enabling or disabling takes effect immediately (no logoff)
Enabling and Disabling Rights (contrsquod)
Cloning Access Groups Overview
Adjust Rights
Edit Repair Centers
Limit Locations Reports
Cloning Access Groups
If similar permissions to existing group preferable to clone
Quick and convenient way to create new Access Group
Cloning Access Groups Overview
Edit Rights to ensure permissions are accurate for new Access Group
Adjust Rights
Verify or correct Repair Centers to limit access
Edit Repair Centers
Locations can be added to limit access
Limit Locations Reports
Custom Report Groups can be created specific to a Location or Repair Center
Limit Locations Reports (contrsquod)
Now letrsquos practice cloning an Access Group and editing Rights
Clone Access Group Hands-On
Navigate to the Access Group Module
Select the Maintenance Administrators Access Group
Select the Clone button
Clone Access Group Hands-On (contrsquod)
Find cloned Access Group and rename the Access Group ID to SA03_YOURINITIALS
Edit the Name to SA03_YourName
Save your Access Group
Clone Access Group Hands-On (contrsquod)
Navigate to the Rights tab
Select the Module as All
Select the Type as Delete
Clone Access Group Hands-On (contrsquod)
Click the check mark to select all of the listed Delete Rights
Select Action and Disable Selected
Clone Access Group Hands-On (contrsquod)
The Access Group will now be available to add to existing Member records or for new Members
Clone Access Group Hands-On (contrsquod)
You have now successfully completed creating a new Access Group and editing Rights
Clone Access Group Hands-On (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Access Groups ndash Setting Up and Configuring
Access Groups ndash Rights Tab
Additional Resources
Three default Access Groups
bull Maintenance Administrators
bull Maintenance Requesters
bull Maintenance Technicians
Access Groups and Rights Overview (contrsquod)
All members of each Access Group share permissions
Can have as many Groups as needed
bull Unique permissions for individuals per organization
bull Number of groups will vary
Access Groups and Rights Overview (contrsquod)
Individual rights can be set via Labor Requester or Membership record
bull Specific locations
bull Report groups
bull Modify accessible applications
Access Groups and Rights Overview (contrsquod)
Details
Repair Centers
Locations Reports
Reports
Access Group Tabs
General information stored
bull Identification
bull Default application access
Details
Application Chooser displays interface options to select
bull Separates interfaces of MC
bull Most common are MGR TWC or R
bull Application Chooser will vary for users
Details (contrsquod)
List of Repair Centers that Members should have access
bull Labor Requester record default access
Leaving blank will give access to all Repair Centers
Repair Centers
Accessible Locations (Defaults)
bull Service Requester
bull MRO Work Center (including TWC)
bull Leaving blank = all access
Locations Reports
Example of Accessible Locations (Defaults)
Locations Reports (contrsquod)
Accessible Report Groups limit report access
bull Leave blank for all Report Group access
Common to create Custom Report Groups
Locations Reports (contrsquod)
Lists members associated with selected Access Group
Click on Member to access record
Reports
Module and Type Filters
Description of Rights
Enabling and Disabling Rights
Rights and Permissions
Two filters used to limit rights displayed
bull Module Filter
bull Type Filter
Module and Type Filters
Module Filter options
bull All modules
bull Individual module selections
Module and Type Filters (contrsquod)
Type Filter options
bull All Types or rights
bull Individual Type of right selections
bull Some rights not available in all modules
Module and Type Filters (contrsquod)
Many different types of Rights available
Most important rights include
bull Delete
bull Access (General and Tab)
bull Edit
bull Authorization Approvals
Description of Rights
Can be individually selected
Enable or Disable Action Bar used for mass updates
bull Enable All
bull Disable All
bull Action
Enabling and Disabling Rights
Green check mark in Enabled column signifies status
Enabling or disabling takes effect immediately (no logoff)
Enabling and Disabling Rights (contrsquod)
Cloning Access Groups Overview
Adjust Rights
Edit Repair Centers
Limit Locations Reports
Cloning Access Groups
If similar permissions to existing group preferable to clone
Quick and convenient way to create new Access Group
Cloning Access Groups Overview
Edit Rights to ensure permissions are accurate for new Access Group
Adjust Rights
Verify or correct Repair Centers to limit access
Edit Repair Centers
Locations can be added to limit access
Limit Locations Reports
Custom Report Groups can be created specific to a Location or Repair Center
Limit Locations Reports (contrsquod)
Now letrsquos practice cloning an Access Group and editing Rights
Clone Access Group Hands-On
Navigate to the Access Group Module
Select the Maintenance Administrators Access Group
Select the Clone button
Clone Access Group Hands-On (contrsquod)
Find cloned Access Group and rename the Access Group ID to SA03_YOURINITIALS
Edit the Name to SA03_YourName
Save your Access Group
Clone Access Group Hands-On (contrsquod)
Navigate to the Rights tab
Select the Module as All
Select the Type as Delete
Clone Access Group Hands-On (contrsquod)
Click the check mark to select all of the listed Delete Rights
Select Action and Disable Selected
Clone Access Group Hands-On (contrsquod)
The Access Group will now be available to add to existing Member records or for new Members
Clone Access Group Hands-On (contrsquod)
You have now successfully completed creating a new Access Group and editing Rights
Clone Access Group Hands-On (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Access Groups ndash Setting Up and Configuring
Access Groups ndash Rights Tab
Additional Resources
All members of each Access Group share permissions
Can have as many Groups as needed
bull Unique permissions for individuals per organization
bull Number of groups will vary
Access Groups and Rights Overview (contrsquod)
Individual rights can be set via Labor Requester or Membership record
bull Specific locations
bull Report groups
bull Modify accessible applications
Access Groups and Rights Overview (contrsquod)
Details
Repair Centers
Locations Reports
Reports
Access Group Tabs
General information stored
bull Identification
bull Default application access
Details
Application Chooser displays interface options to select
bull Separates interfaces of MC
bull Most common are MGR TWC or R
bull Application Chooser will vary for users
Details (contrsquod)
List of Repair Centers that Members should have access
bull Labor Requester record default access
Leaving blank will give access to all Repair Centers
Repair Centers
Accessible Locations (Defaults)
bull Service Requester
bull MRO Work Center (including TWC)
bull Leaving blank = all access
Locations Reports
Example of Accessible Locations (Defaults)
Locations Reports (contrsquod)
Accessible Report Groups limit report access
bull Leave blank for all Report Group access
Common to create Custom Report Groups
Locations Reports (contrsquod)
Lists members associated with selected Access Group
Click on Member to access record
Reports
Module and Type Filters
Description of Rights
Enabling and Disabling Rights
Rights and Permissions
Two filters used to limit rights displayed
bull Module Filter
bull Type Filter
Module and Type Filters
Module Filter options
bull All modules
bull Individual module selections
Module and Type Filters (contrsquod)
Type Filter options
bull All Types or rights
bull Individual Type of right selections
bull Some rights not available in all modules
Module and Type Filters (contrsquod)
Many different types of Rights available
Most important rights include
bull Delete
bull Access (General and Tab)
bull Edit
bull Authorization Approvals
Description of Rights
Can be individually selected
Enable or Disable Action Bar used for mass updates
bull Enable All
bull Disable All
bull Action
Enabling and Disabling Rights
Green check mark in Enabled column signifies status
Enabling or disabling takes effect immediately (no logoff)
Enabling and Disabling Rights (contrsquod)
Cloning Access Groups Overview
Adjust Rights
Edit Repair Centers
Limit Locations Reports
Cloning Access Groups
If similar permissions to existing group preferable to clone
Quick and convenient way to create new Access Group
Cloning Access Groups Overview
Edit Rights to ensure permissions are accurate for new Access Group
Adjust Rights
Verify or correct Repair Centers to limit access
Edit Repair Centers
Locations can be added to limit access
Limit Locations Reports
Custom Report Groups can be created specific to a Location or Repair Center
Limit Locations Reports (contrsquod)
Now letrsquos practice cloning an Access Group and editing Rights
Clone Access Group Hands-On
Navigate to the Access Group Module
Select the Maintenance Administrators Access Group
Select the Clone button
Clone Access Group Hands-On (contrsquod)
Find cloned Access Group and rename the Access Group ID to SA03_YOURINITIALS
Edit the Name to SA03_YourName
Save your Access Group
Clone Access Group Hands-On (contrsquod)
Navigate to the Rights tab
Select the Module as All
Select the Type as Delete
Clone Access Group Hands-On (contrsquod)
Click the check mark to select all of the listed Delete Rights
Select Action and Disable Selected
Clone Access Group Hands-On (contrsquod)
The Access Group will now be available to add to existing Member records or for new Members
Clone Access Group Hands-On (contrsquod)
You have now successfully completed creating a new Access Group and editing Rights
Clone Access Group Hands-On (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Access Groups ndash Setting Up and Configuring
Access Groups ndash Rights Tab
Additional Resources
Individual rights can be set via Labor Requester or Membership record
bull Specific locations
bull Report groups
bull Modify accessible applications
Access Groups and Rights Overview (contrsquod)
Details
Repair Centers
Locations Reports
Reports
Access Group Tabs
General information stored
bull Identification
bull Default application access
Details
Application Chooser displays interface options to select
bull Separates interfaces of MC
bull Most common are MGR TWC or R
bull Application Chooser will vary for users
Details (contrsquod)
List of Repair Centers that Members should have access
bull Labor Requester record default access
Leaving blank will give access to all Repair Centers
Repair Centers
Accessible Locations (Defaults)
bull Service Requester
bull MRO Work Center (including TWC)
bull Leaving blank = all access
Locations Reports
Example of Accessible Locations (Defaults)
Locations Reports (contrsquod)
Accessible Report Groups limit report access
bull Leave blank for all Report Group access
Common to create Custom Report Groups
Locations Reports (contrsquod)
Lists members associated with selected Access Group
Click on Member to access record
Reports
Module and Type Filters
Description of Rights
Enabling and Disabling Rights
Rights and Permissions
Two filters used to limit rights displayed
bull Module Filter
bull Type Filter
Module and Type Filters
Module Filter options
bull All modules
bull Individual module selections
Module and Type Filters (contrsquod)
Type Filter options
bull All Types or rights
bull Individual Type of right selections
bull Some rights not available in all modules
Module and Type Filters (contrsquod)
Many different types of Rights available
Most important rights include
bull Delete
bull Access (General and Tab)
bull Edit
bull Authorization Approvals
Description of Rights
Can be individually selected
Enable or Disable Action Bar used for mass updates
bull Enable All
bull Disable All
bull Action
Enabling and Disabling Rights
Green check mark in Enabled column signifies status
Enabling or disabling takes effect immediately (no logoff)
Enabling and Disabling Rights (contrsquod)
Cloning Access Groups Overview
Adjust Rights
Edit Repair Centers
Limit Locations Reports
Cloning Access Groups
If similar permissions to existing group preferable to clone
Quick and convenient way to create new Access Group
Cloning Access Groups Overview
Edit Rights to ensure permissions are accurate for new Access Group
Adjust Rights
Verify or correct Repair Centers to limit access
Edit Repair Centers
Locations can be added to limit access
Limit Locations Reports
Custom Report Groups can be created specific to a Location or Repair Center
Limit Locations Reports (contrsquod)
Now letrsquos practice cloning an Access Group and editing Rights
Clone Access Group Hands-On
Navigate to the Access Group Module
Select the Maintenance Administrators Access Group
Select the Clone button
Clone Access Group Hands-On (contrsquod)
Find cloned Access Group and rename the Access Group ID to SA03_YOURINITIALS
Edit the Name to SA03_YourName
Save your Access Group
Clone Access Group Hands-On (contrsquod)
Navigate to the Rights tab
Select the Module as All
Select the Type as Delete
Clone Access Group Hands-On (contrsquod)
Click the check mark to select all of the listed Delete Rights
Select Action and Disable Selected
Clone Access Group Hands-On (contrsquod)
The Access Group will now be available to add to existing Member records or for new Members
Clone Access Group Hands-On (contrsquod)
You have now successfully completed creating a new Access Group and editing Rights
Clone Access Group Hands-On (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Access Groups ndash Setting Up and Configuring
Access Groups ndash Rights Tab
Additional Resources
Details
Repair Centers
Locations Reports
Reports
Access Group Tabs
General information stored
bull Identification
bull Default application access
Details
Application Chooser displays interface options to select
bull Separates interfaces of MC
bull Most common are MGR TWC or R
bull Application Chooser will vary for users
Details (contrsquod)
List of Repair Centers that Members should have access
bull Labor Requester record default access
Leaving blank will give access to all Repair Centers
Repair Centers
Accessible Locations (Defaults)
bull Service Requester
bull MRO Work Center (including TWC)
bull Leaving blank = all access
Locations Reports
Example of Accessible Locations (Defaults)
Locations Reports (contrsquod)
Accessible Report Groups limit report access
bull Leave blank for all Report Group access
Common to create Custom Report Groups
Locations Reports (contrsquod)
Lists members associated with selected Access Group
Click on Member to access record
Reports
Module and Type Filters
Description of Rights
Enabling and Disabling Rights
Rights and Permissions
Two filters used to limit rights displayed
bull Module Filter
bull Type Filter
Module and Type Filters
Module Filter options
bull All modules
bull Individual module selections
Module and Type Filters (contrsquod)
Type Filter options
bull All Types or rights
bull Individual Type of right selections
bull Some rights not available in all modules
Module and Type Filters (contrsquod)
Many different types of Rights available
Most important rights include
bull Delete
bull Access (General and Tab)
bull Edit
bull Authorization Approvals
Description of Rights
Can be individually selected
Enable or Disable Action Bar used for mass updates
bull Enable All
bull Disable All
bull Action
Enabling and Disabling Rights
Green check mark in Enabled column signifies status
Enabling or disabling takes effect immediately (no logoff)
Enabling and Disabling Rights (contrsquod)
Cloning Access Groups Overview
Adjust Rights
Edit Repair Centers
Limit Locations Reports
Cloning Access Groups
If similar permissions to existing group preferable to clone
Quick and convenient way to create new Access Group
Cloning Access Groups Overview
Edit Rights to ensure permissions are accurate for new Access Group
Adjust Rights
Verify or correct Repair Centers to limit access
Edit Repair Centers
Locations can be added to limit access
Limit Locations Reports
Custom Report Groups can be created specific to a Location or Repair Center
Limit Locations Reports (contrsquod)
Now letrsquos practice cloning an Access Group and editing Rights
Clone Access Group Hands-On
Navigate to the Access Group Module
Select the Maintenance Administrators Access Group
Select the Clone button
Clone Access Group Hands-On (contrsquod)
Find cloned Access Group and rename the Access Group ID to SA03_YOURINITIALS
Edit the Name to SA03_YourName
Save your Access Group
Clone Access Group Hands-On (contrsquod)
Navigate to the Rights tab
Select the Module as All
Select the Type as Delete
Clone Access Group Hands-On (contrsquod)
Click the check mark to select all of the listed Delete Rights
Select Action and Disable Selected
Clone Access Group Hands-On (contrsquod)
The Access Group will now be available to add to existing Member records or for new Members
Clone Access Group Hands-On (contrsquod)
You have now successfully completed creating a new Access Group and editing Rights
Clone Access Group Hands-On (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Access Groups ndash Setting Up and Configuring
Access Groups ndash Rights Tab
Additional Resources
General information stored
bull Identification
bull Default application access
Details
Application Chooser displays interface options to select
bull Separates interfaces of MC
bull Most common are MGR TWC or R
bull Application Chooser will vary for users
Details (contrsquod)
List of Repair Centers that Members should have access
bull Labor Requester record default access
Leaving blank will give access to all Repair Centers
Repair Centers
Accessible Locations (Defaults)
bull Service Requester
bull MRO Work Center (including TWC)
bull Leaving blank = all access
Locations Reports
Example of Accessible Locations (Defaults)
Locations Reports (contrsquod)
Accessible Report Groups limit report access
bull Leave blank for all Report Group access
Common to create Custom Report Groups
Locations Reports (contrsquod)
Lists members associated with selected Access Group
Click on Member to access record
Reports
Module and Type Filters
Description of Rights
Enabling and Disabling Rights
Rights and Permissions
Two filters used to limit rights displayed
bull Module Filter
bull Type Filter
Module and Type Filters
Module Filter options
bull All modules
bull Individual module selections
Module and Type Filters (contrsquod)
Type Filter options
bull All Types or rights
bull Individual Type of right selections
bull Some rights not available in all modules
Module and Type Filters (contrsquod)
Many different types of Rights available
Most important rights include
bull Delete
bull Access (General and Tab)
bull Edit
bull Authorization Approvals
Description of Rights
Can be individually selected
Enable or Disable Action Bar used for mass updates
bull Enable All
bull Disable All
bull Action
Enabling and Disabling Rights
Green check mark in Enabled column signifies status
Enabling or disabling takes effect immediately (no logoff)
Enabling and Disabling Rights (contrsquod)
Cloning Access Groups Overview
Adjust Rights
Edit Repair Centers
Limit Locations Reports
Cloning Access Groups
If similar permissions to existing group preferable to clone
Quick and convenient way to create new Access Group
Cloning Access Groups Overview
Edit Rights to ensure permissions are accurate for new Access Group
Adjust Rights
Verify or correct Repair Centers to limit access
Edit Repair Centers
Locations can be added to limit access
Limit Locations Reports
Custom Report Groups can be created specific to a Location or Repair Center
Limit Locations Reports (contrsquod)
Now letrsquos practice cloning an Access Group and editing Rights
Clone Access Group Hands-On
Navigate to the Access Group Module
Select the Maintenance Administrators Access Group
Select the Clone button
Clone Access Group Hands-On (contrsquod)
Find cloned Access Group and rename the Access Group ID to SA03_YOURINITIALS
Edit the Name to SA03_YourName
Save your Access Group
Clone Access Group Hands-On (contrsquod)
Navigate to the Rights tab
Select the Module as All
Select the Type as Delete
Clone Access Group Hands-On (contrsquod)
Click the check mark to select all of the listed Delete Rights
Select Action and Disable Selected
Clone Access Group Hands-On (contrsquod)
The Access Group will now be available to add to existing Member records or for new Members
Clone Access Group Hands-On (contrsquod)
You have now successfully completed creating a new Access Group and editing Rights
Clone Access Group Hands-On (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Access Groups ndash Setting Up and Configuring
Access Groups ndash Rights Tab
Additional Resources
Application Chooser displays interface options to select
bull Separates interfaces of MC
bull Most common are MGR TWC or R
bull Application Chooser will vary for users
Details (contrsquod)
List of Repair Centers that Members should have access
bull Labor Requester record default access
Leaving blank will give access to all Repair Centers
Repair Centers
Accessible Locations (Defaults)
bull Service Requester
bull MRO Work Center (including TWC)
bull Leaving blank = all access
Locations Reports
Example of Accessible Locations (Defaults)
Locations Reports (contrsquod)
Accessible Report Groups limit report access
bull Leave blank for all Report Group access
Common to create Custom Report Groups
Locations Reports (contrsquod)
Lists members associated with selected Access Group
Click on Member to access record
Reports
Module and Type Filters
Description of Rights
Enabling and Disabling Rights
Rights and Permissions
Two filters used to limit rights displayed
bull Module Filter
bull Type Filter
Module and Type Filters
Module Filter options
bull All modules
bull Individual module selections
Module and Type Filters (contrsquod)
Type Filter options
bull All Types or rights
bull Individual Type of right selections
bull Some rights not available in all modules
Module and Type Filters (contrsquod)
Many different types of Rights available
Most important rights include
bull Delete
bull Access (General and Tab)
bull Edit
bull Authorization Approvals
Description of Rights
Can be individually selected
Enable or Disable Action Bar used for mass updates
bull Enable All
bull Disable All
bull Action
Enabling and Disabling Rights
Green check mark in Enabled column signifies status
Enabling or disabling takes effect immediately (no logoff)
Enabling and Disabling Rights (contrsquod)
Cloning Access Groups Overview
Adjust Rights
Edit Repair Centers
Limit Locations Reports
Cloning Access Groups
If similar permissions to existing group preferable to clone
Quick and convenient way to create new Access Group
Cloning Access Groups Overview
Edit Rights to ensure permissions are accurate for new Access Group
Adjust Rights
Verify or correct Repair Centers to limit access
Edit Repair Centers
Locations can be added to limit access
Limit Locations Reports
Custom Report Groups can be created specific to a Location or Repair Center
Limit Locations Reports (contrsquod)
Now letrsquos practice cloning an Access Group and editing Rights
Clone Access Group Hands-On
Navigate to the Access Group Module
Select the Maintenance Administrators Access Group
Select the Clone button
Clone Access Group Hands-On (contrsquod)
Find cloned Access Group and rename the Access Group ID to SA03_YOURINITIALS
Edit the Name to SA03_YourName
Save your Access Group
Clone Access Group Hands-On (contrsquod)
Navigate to the Rights tab
Select the Module as All
Select the Type as Delete
Clone Access Group Hands-On (contrsquod)
Click the check mark to select all of the listed Delete Rights
Select Action and Disable Selected
Clone Access Group Hands-On (contrsquod)
The Access Group will now be available to add to existing Member records or for new Members
Clone Access Group Hands-On (contrsquod)
You have now successfully completed creating a new Access Group and editing Rights
Clone Access Group Hands-On (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Access Groups ndash Setting Up and Configuring
Access Groups ndash Rights Tab
Additional Resources
List of Repair Centers that Members should have access
bull Labor Requester record default access
Leaving blank will give access to all Repair Centers
Repair Centers
Accessible Locations (Defaults)
bull Service Requester
bull MRO Work Center (including TWC)
bull Leaving blank = all access
Locations Reports
Example of Accessible Locations (Defaults)
Locations Reports (contrsquod)
Accessible Report Groups limit report access
bull Leave blank for all Report Group access
Common to create Custom Report Groups
Locations Reports (contrsquod)
Lists members associated with selected Access Group
Click on Member to access record
Reports
Module and Type Filters
Description of Rights
Enabling and Disabling Rights
Rights and Permissions
Two filters used to limit rights displayed
bull Module Filter
bull Type Filter
Module and Type Filters
Module Filter options
bull All modules
bull Individual module selections
Module and Type Filters (contrsquod)
Type Filter options
bull All Types or rights
bull Individual Type of right selections
bull Some rights not available in all modules
Module and Type Filters (contrsquod)
Many different types of Rights available
Most important rights include
bull Delete
bull Access (General and Tab)
bull Edit
bull Authorization Approvals
Description of Rights
Can be individually selected
Enable or Disable Action Bar used for mass updates
bull Enable All
bull Disable All
bull Action
Enabling and Disabling Rights
Green check mark in Enabled column signifies status
Enabling or disabling takes effect immediately (no logoff)
Enabling and Disabling Rights (contrsquod)
Cloning Access Groups Overview
Adjust Rights
Edit Repair Centers
Limit Locations Reports
Cloning Access Groups
If similar permissions to existing group preferable to clone
Quick and convenient way to create new Access Group
Cloning Access Groups Overview
Edit Rights to ensure permissions are accurate for new Access Group
Adjust Rights
Verify or correct Repair Centers to limit access
Edit Repair Centers
Locations can be added to limit access
Limit Locations Reports
Custom Report Groups can be created specific to a Location or Repair Center
Limit Locations Reports (contrsquod)
Now letrsquos practice cloning an Access Group and editing Rights
Clone Access Group Hands-On
Navigate to the Access Group Module
Select the Maintenance Administrators Access Group
Select the Clone button
Clone Access Group Hands-On (contrsquod)
Find cloned Access Group and rename the Access Group ID to SA03_YOURINITIALS
Edit the Name to SA03_YourName
Save your Access Group
Clone Access Group Hands-On (contrsquod)
Navigate to the Rights tab
Select the Module as All
Select the Type as Delete
Clone Access Group Hands-On (contrsquod)
Click the check mark to select all of the listed Delete Rights
Select Action and Disable Selected
Clone Access Group Hands-On (contrsquod)
The Access Group will now be available to add to existing Member records or for new Members
Clone Access Group Hands-On (contrsquod)
You have now successfully completed creating a new Access Group and editing Rights
Clone Access Group Hands-On (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Access Groups ndash Setting Up and Configuring
Access Groups ndash Rights Tab
Additional Resources
Accessible Locations (Defaults)
bull Service Requester
bull MRO Work Center (including TWC)
bull Leaving blank = all access
Locations Reports
Example of Accessible Locations (Defaults)
Locations Reports (contrsquod)
Accessible Report Groups limit report access
bull Leave blank for all Report Group access
Common to create Custom Report Groups
Locations Reports (contrsquod)
Lists members associated with selected Access Group
Click on Member to access record
Reports
Module and Type Filters
Description of Rights
Enabling and Disabling Rights
Rights and Permissions
Two filters used to limit rights displayed
bull Module Filter
bull Type Filter
Module and Type Filters
Module Filter options
bull All modules
bull Individual module selections
Module and Type Filters (contrsquod)
Type Filter options
bull All Types or rights
bull Individual Type of right selections
bull Some rights not available in all modules
Module and Type Filters (contrsquod)
Many different types of Rights available
Most important rights include
bull Delete
bull Access (General and Tab)
bull Edit
bull Authorization Approvals
Description of Rights
Can be individually selected
Enable or Disable Action Bar used for mass updates
bull Enable All
bull Disable All
bull Action
Enabling and Disabling Rights
Green check mark in Enabled column signifies status
Enabling or disabling takes effect immediately (no logoff)
Enabling and Disabling Rights (contrsquod)
Cloning Access Groups Overview
Adjust Rights
Edit Repair Centers
Limit Locations Reports
Cloning Access Groups
If similar permissions to existing group preferable to clone
Quick and convenient way to create new Access Group
Cloning Access Groups Overview
Edit Rights to ensure permissions are accurate for new Access Group
Adjust Rights
Verify or correct Repair Centers to limit access
Edit Repair Centers
Locations can be added to limit access
Limit Locations Reports
Custom Report Groups can be created specific to a Location or Repair Center
Limit Locations Reports (contrsquod)
Now letrsquos practice cloning an Access Group and editing Rights
Clone Access Group Hands-On
Navigate to the Access Group Module
Select the Maintenance Administrators Access Group
Select the Clone button
Clone Access Group Hands-On (contrsquod)
Find cloned Access Group and rename the Access Group ID to SA03_YOURINITIALS
Edit the Name to SA03_YourName
Save your Access Group
Clone Access Group Hands-On (contrsquod)
Navigate to the Rights tab
Select the Module as All
Select the Type as Delete
Clone Access Group Hands-On (contrsquod)
Click the check mark to select all of the listed Delete Rights
Select Action and Disable Selected
Clone Access Group Hands-On (contrsquod)
The Access Group will now be available to add to existing Member records or for new Members
Clone Access Group Hands-On (contrsquod)
You have now successfully completed creating a new Access Group and editing Rights
Clone Access Group Hands-On (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Access Groups ndash Setting Up and Configuring
Access Groups ndash Rights Tab
Additional Resources
Example of Accessible Locations (Defaults)
Locations Reports (contrsquod)
Accessible Report Groups limit report access
bull Leave blank for all Report Group access
Common to create Custom Report Groups
Locations Reports (contrsquod)
Lists members associated with selected Access Group
Click on Member to access record
Reports
Module and Type Filters
Description of Rights
Enabling and Disabling Rights
Rights and Permissions
Two filters used to limit rights displayed
bull Module Filter
bull Type Filter
Module and Type Filters
Module Filter options
bull All modules
bull Individual module selections
Module and Type Filters (contrsquod)
Type Filter options
bull All Types or rights
bull Individual Type of right selections
bull Some rights not available in all modules
Module and Type Filters (contrsquod)
Many different types of Rights available
Most important rights include
bull Delete
bull Access (General and Tab)
bull Edit
bull Authorization Approvals
Description of Rights
Can be individually selected
Enable or Disable Action Bar used for mass updates
bull Enable All
bull Disable All
bull Action
Enabling and Disabling Rights
Green check mark in Enabled column signifies status
Enabling or disabling takes effect immediately (no logoff)
Enabling and Disabling Rights (contrsquod)
Cloning Access Groups Overview
Adjust Rights
Edit Repair Centers
Limit Locations Reports
Cloning Access Groups
If similar permissions to existing group preferable to clone
Quick and convenient way to create new Access Group
Cloning Access Groups Overview
Edit Rights to ensure permissions are accurate for new Access Group
Adjust Rights
Verify or correct Repair Centers to limit access
Edit Repair Centers
Locations can be added to limit access
Limit Locations Reports
Custom Report Groups can be created specific to a Location or Repair Center
Limit Locations Reports (contrsquod)
Now letrsquos practice cloning an Access Group and editing Rights
Clone Access Group Hands-On
Navigate to the Access Group Module
Select the Maintenance Administrators Access Group
Select the Clone button
Clone Access Group Hands-On (contrsquod)
Find cloned Access Group and rename the Access Group ID to SA03_YOURINITIALS
Edit the Name to SA03_YourName
Save your Access Group
Clone Access Group Hands-On (contrsquod)
Navigate to the Rights tab
Select the Module as All
Select the Type as Delete
Clone Access Group Hands-On (contrsquod)
Click the check mark to select all of the listed Delete Rights
Select Action and Disable Selected
Clone Access Group Hands-On (contrsquod)
The Access Group will now be available to add to existing Member records or for new Members
Clone Access Group Hands-On (contrsquod)
You have now successfully completed creating a new Access Group and editing Rights
Clone Access Group Hands-On (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Access Groups ndash Setting Up and Configuring
Access Groups ndash Rights Tab
Additional Resources
Accessible Report Groups limit report access
bull Leave blank for all Report Group access
Common to create Custom Report Groups
Locations Reports (contrsquod)
Lists members associated with selected Access Group
Click on Member to access record
Reports
Module and Type Filters
Description of Rights
Enabling and Disabling Rights
Rights and Permissions
Two filters used to limit rights displayed
bull Module Filter
bull Type Filter
Module and Type Filters
Module Filter options
bull All modules
bull Individual module selections
Module and Type Filters (contrsquod)
Type Filter options
bull All Types or rights
bull Individual Type of right selections
bull Some rights not available in all modules
Module and Type Filters (contrsquod)
Many different types of Rights available
Most important rights include
bull Delete
bull Access (General and Tab)
bull Edit
bull Authorization Approvals
Description of Rights
Can be individually selected
Enable or Disable Action Bar used for mass updates
bull Enable All
bull Disable All
bull Action
Enabling and Disabling Rights
Green check mark in Enabled column signifies status
Enabling or disabling takes effect immediately (no logoff)
Enabling and Disabling Rights (contrsquod)
Cloning Access Groups Overview
Adjust Rights
Edit Repair Centers
Limit Locations Reports
Cloning Access Groups
If similar permissions to existing group preferable to clone
Quick and convenient way to create new Access Group
Cloning Access Groups Overview
Edit Rights to ensure permissions are accurate for new Access Group
Adjust Rights
Verify or correct Repair Centers to limit access
Edit Repair Centers
Locations can be added to limit access
Limit Locations Reports
Custom Report Groups can be created specific to a Location or Repair Center
Limit Locations Reports (contrsquod)
Now letrsquos practice cloning an Access Group and editing Rights
Clone Access Group Hands-On
Navigate to the Access Group Module
Select the Maintenance Administrators Access Group
Select the Clone button
Clone Access Group Hands-On (contrsquod)
Find cloned Access Group and rename the Access Group ID to SA03_YOURINITIALS
Edit the Name to SA03_YourName
Save your Access Group
Clone Access Group Hands-On (contrsquod)
Navigate to the Rights tab
Select the Module as All
Select the Type as Delete
Clone Access Group Hands-On (contrsquod)
Click the check mark to select all of the listed Delete Rights
Select Action and Disable Selected
Clone Access Group Hands-On (contrsquod)
The Access Group will now be available to add to existing Member records or for new Members
Clone Access Group Hands-On (contrsquod)
You have now successfully completed creating a new Access Group and editing Rights
Clone Access Group Hands-On (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Access Groups ndash Setting Up and Configuring
Access Groups ndash Rights Tab
Additional Resources
Lists members associated with selected Access Group
Click on Member to access record
Reports
Module and Type Filters
Description of Rights
Enabling and Disabling Rights
Rights and Permissions
Two filters used to limit rights displayed
bull Module Filter
bull Type Filter
Module and Type Filters
Module Filter options
bull All modules
bull Individual module selections
Module and Type Filters (contrsquod)
Type Filter options
bull All Types or rights
bull Individual Type of right selections
bull Some rights not available in all modules
Module and Type Filters (contrsquod)
Many different types of Rights available
Most important rights include
bull Delete
bull Access (General and Tab)
bull Edit
bull Authorization Approvals
Description of Rights
Can be individually selected
Enable or Disable Action Bar used for mass updates
bull Enable All
bull Disable All
bull Action
Enabling and Disabling Rights
Green check mark in Enabled column signifies status
Enabling or disabling takes effect immediately (no logoff)
Enabling and Disabling Rights (contrsquod)
Cloning Access Groups Overview
Adjust Rights
Edit Repair Centers
Limit Locations Reports
Cloning Access Groups
If similar permissions to existing group preferable to clone
Quick and convenient way to create new Access Group
Cloning Access Groups Overview
Edit Rights to ensure permissions are accurate for new Access Group
Adjust Rights
Verify or correct Repair Centers to limit access
Edit Repair Centers
Locations can be added to limit access
Limit Locations Reports
Custom Report Groups can be created specific to a Location or Repair Center
Limit Locations Reports (contrsquod)
Now letrsquos practice cloning an Access Group and editing Rights
Clone Access Group Hands-On
Navigate to the Access Group Module
Select the Maintenance Administrators Access Group
Select the Clone button
Clone Access Group Hands-On (contrsquod)
Find cloned Access Group and rename the Access Group ID to SA03_YOURINITIALS
Edit the Name to SA03_YourName
Save your Access Group
Clone Access Group Hands-On (contrsquod)
Navigate to the Rights tab
Select the Module as All
Select the Type as Delete
Clone Access Group Hands-On (contrsquod)
Click the check mark to select all of the listed Delete Rights
Select Action and Disable Selected
Clone Access Group Hands-On (contrsquod)
The Access Group will now be available to add to existing Member records or for new Members
Clone Access Group Hands-On (contrsquod)
You have now successfully completed creating a new Access Group and editing Rights
Clone Access Group Hands-On (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Access Groups ndash Setting Up and Configuring
Access Groups ndash Rights Tab
Additional Resources
Module and Type Filters
Description of Rights
Enabling and Disabling Rights
Rights and Permissions
Two filters used to limit rights displayed
bull Module Filter
bull Type Filter
Module and Type Filters
Module Filter options
bull All modules
bull Individual module selections
Module and Type Filters (contrsquod)
Type Filter options
bull All Types or rights
bull Individual Type of right selections
bull Some rights not available in all modules
Module and Type Filters (contrsquod)
Many different types of Rights available
Most important rights include
bull Delete
bull Access (General and Tab)
bull Edit
bull Authorization Approvals
Description of Rights
Can be individually selected
Enable or Disable Action Bar used for mass updates
bull Enable All
bull Disable All
bull Action
Enabling and Disabling Rights
Green check mark in Enabled column signifies status
Enabling or disabling takes effect immediately (no logoff)
Enabling and Disabling Rights (contrsquod)
Cloning Access Groups Overview
Adjust Rights
Edit Repair Centers
Limit Locations Reports
Cloning Access Groups
If similar permissions to existing group preferable to clone
Quick and convenient way to create new Access Group
Cloning Access Groups Overview
Edit Rights to ensure permissions are accurate for new Access Group
Adjust Rights
Verify or correct Repair Centers to limit access
Edit Repair Centers
Locations can be added to limit access
Limit Locations Reports
Custom Report Groups can be created specific to a Location or Repair Center
Limit Locations Reports (contrsquod)
Now letrsquos practice cloning an Access Group and editing Rights
Clone Access Group Hands-On
Navigate to the Access Group Module
Select the Maintenance Administrators Access Group
Select the Clone button
Clone Access Group Hands-On (contrsquod)
Find cloned Access Group and rename the Access Group ID to SA03_YOURINITIALS
Edit the Name to SA03_YourName
Save your Access Group
Clone Access Group Hands-On (contrsquod)
Navigate to the Rights tab
Select the Module as All
Select the Type as Delete
Clone Access Group Hands-On (contrsquod)
Click the check mark to select all of the listed Delete Rights
Select Action and Disable Selected
Clone Access Group Hands-On (contrsquod)
The Access Group will now be available to add to existing Member records or for new Members
Clone Access Group Hands-On (contrsquod)
You have now successfully completed creating a new Access Group and editing Rights
Clone Access Group Hands-On (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Access Groups ndash Setting Up and Configuring
Access Groups ndash Rights Tab
Additional Resources
Two filters used to limit rights displayed
bull Module Filter
bull Type Filter
Module and Type Filters
Module Filter options
bull All modules
bull Individual module selections
Module and Type Filters (contrsquod)
Type Filter options
bull All Types or rights
bull Individual Type of right selections
bull Some rights not available in all modules
Module and Type Filters (contrsquod)
Many different types of Rights available
Most important rights include
bull Delete
bull Access (General and Tab)
bull Edit
bull Authorization Approvals
Description of Rights
Can be individually selected
Enable or Disable Action Bar used for mass updates
bull Enable All
bull Disable All
bull Action
Enabling and Disabling Rights
Green check mark in Enabled column signifies status
Enabling or disabling takes effect immediately (no logoff)
Enabling and Disabling Rights (contrsquod)
Cloning Access Groups Overview
Adjust Rights
Edit Repair Centers
Limit Locations Reports
Cloning Access Groups
If similar permissions to existing group preferable to clone
Quick and convenient way to create new Access Group
Cloning Access Groups Overview
Edit Rights to ensure permissions are accurate for new Access Group
Adjust Rights
Verify or correct Repair Centers to limit access
Edit Repair Centers
Locations can be added to limit access
Limit Locations Reports
Custom Report Groups can be created specific to a Location or Repair Center
Limit Locations Reports (contrsquod)
Now letrsquos practice cloning an Access Group and editing Rights
Clone Access Group Hands-On
Navigate to the Access Group Module
Select the Maintenance Administrators Access Group
Select the Clone button
Clone Access Group Hands-On (contrsquod)
Find cloned Access Group and rename the Access Group ID to SA03_YOURINITIALS
Edit the Name to SA03_YourName
Save your Access Group
Clone Access Group Hands-On (contrsquod)
Navigate to the Rights tab
Select the Module as All
Select the Type as Delete
Clone Access Group Hands-On (contrsquod)
Click the check mark to select all of the listed Delete Rights
Select Action and Disable Selected
Clone Access Group Hands-On (contrsquod)
The Access Group will now be available to add to existing Member records or for new Members
Clone Access Group Hands-On (contrsquod)
You have now successfully completed creating a new Access Group and editing Rights
Clone Access Group Hands-On (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Access Groups ndash Setting Up and Configuring
Access Groups ndash Rights Tab
Additional Resources
Module Filter options
bull All modules
bull Individual module selections
Module and Type Filters (contrsquod)
Type Filter options
bull All Types or rights
bull Individual Type of right selections
bull Some rights not available in all modules
Module and Type Filters (contrsquod)
Many different types of Rights available
Most important rights include
bull Delete
bull Access (General and Tab)
bull Edit
bull Authorization Approvals
Description of Rights
Can be individually selected
Enable or Disable Action Bar used for mass updates
bull Enable All
bull Disable All
bull Action
Enabling and Disabling Rights
Green check mark in Enabled column signifies status
Enabling or disabling takes effect immediately (no logoff)
Enabling and Disabling Rights (contrsquod)
Cloning Access Groups Overview
Adjust Rights
Edit Repair Centers
Limit Locations Reports
Cloning Access Groups
If similar permissions to existing group preferable to clone
Quick and convenient way to create new Access Group
Cloning Access Groups Overview
Edit Rights to ensure permissions are accurate for new Access Group
Adjust Rights
Verify or correct Repair Centers to limit access
Edit Repair Centers
Locations can be added to limit access
Limit Locations Reports
Custom Report Groups can be created specific to a Location or Repair Center
Limit Locations Reports (contrsquod)
Now letrsquos practice cloning an Access Group and editing Rights
Clone Access Group Hands-On
Navigate to the Access Group Module
Select the Maintenance Administrators Access Group
Select the Clone button
Clone Access Group Hands-On (contrsquod)
Find cloned Access Group and rename the Access Group ID to SA03_YOURINITIALS
Edit the Name to SA03_YourName
Save your Access Group
Clone Access Group Hands-On (contrsquod)
Navigate to the Rights tab
Select the Module as All
Select the Type as Delete
Clone Access Group Hands-On (contrsquod)
Click the check mark to select all of the listed Delete Rights
Select Action and Disable Selected
Clone Access Group Hands-On (contrsquod)
The Access Group will now be available to add to existing Member records or for new Members
Clone Access Group Hands-On (contrsquod)
You have now successfully completed creating a new Access Group and editing Rights
Clone Access Group Hands-On (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Access Groups ndash Setting Up and Configuring
Access Groups ndash Rights Tab
Additional Resources
Type Filter options
bull All Types or rights
bull Individual Type of right selections
bull Some rights not available in all modules
Module and Type Filters (contrsquod)
Many different types of Rights available
Most important rights include
bull Delete
bull Access (General and Tab)
bull Edit
bull Authorization Approvals
Description of Rights
Can be individually selected
Enable or Disable Action Bar used for mass updates
bull Enable All
bull Disable All
bull Action
Enabling and Disabling Rights
Green check mark in Enabled column signifies status
Enabling or disabling takes effect immediately (no logoff)
Enabling and Disabling Rights (contrsquod)
Cloning Access Groups Overview
Adjust Rights
Edit Repair Centers
Limit Locations Reports
Cloning Access Groups
If similar permissions to existing group preferable to clone
Quick and convenient way to create new Access Group
Cloning Access Groups Overview
Edit Rights to ensure permissions are accurate for new Access Group
Adjust Rights
Verify or correct Repair Centers to limit access
Edit Repair Centers
Locations can be added to limit access
Limit Locations Reports
Custom Report Groups can be created specific to a Location or Repair Center
Limit Locations Reports (contrsquod)
Now letrsquos practice cloning an Access Group and editing Rights
Clone Access Group Hands-On
Navigate to the Access Group Module
Select the Maintenance Administrators Access Group
Select the Clone button
Clone Access Group Hands-On (contrsquod)
Find cloned Access Group and rename the Access Group ID to SA03_YOURINITIALS
Edit the Name to SA03_YourName
Save your Access Group
Clone Access Group Hands-On (contrsquod)
Navigate to the Rights tab
Select the Module as All
Select the Type as Delete
Clone Access Group Hands-On (contrsquod)
Click the check mark to select all of the listed Delete Rights
Select Action and Disable Selected
Clone Access Group Hands-On (contrsquod)
The Access Group will now be available to add to existing Member records or for new Members
Clone Access Group Hands-On (contrsquod)
You have now successfully completed creating a new Access Group and editing Rights
Clone Access Group Hands-On (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Access Groups ndash Setting Up and Configuring
Access Groups ndash Rights Tab
Additional Resources
Many different types of Rights available
Most important rights include
bull Delete
bull Access (General and Tab)
bull Edit
bull Authorization Approvals
Description of Rights
Can be individually selected
Enable or Disable Action Bar used for mass updates
bull Enable All
bull Disable All
bull Action
Enabling and Disabling Rights
Green check mark in Enabled column signifies status
Enabling or disabling takes effect immediately (no logoff)
Enabling and Disabling Rights (contrsquod)
Cloning Access Groups Overview
Adjust Rights
Edit Repair Centers
Limit Locations Reports
Cloning Access Groups
If similar permissions to existing group preferable to clone
Quick and convenient way to create new Access Group
Cloning Access Groups Overview
Edit Rights to ensure permissions are accurate for new Access Group
Adjust Rights
Verify or correct Repair Centers to limit access
Edit Repair Centers
Locations can be added to limit access
Limit Locations Reports
Custom Report Groups can be created specific to a Location or Repair Center
Limit Locations Reports (contrsquod)
Now letrsquos practice cloning an Access Group and editing Rights
Clone Access Group Hands-On
Navigate to the Access Group Module
Select the Maintenance Administrators Access Group
Select the Clone button
Clone Access Group Hands-On (contrsquod)
Find cloned Access Group and rename the Access Group ID to SA03_YOURINITIALS
Edit the Name to SA03_YourName
Save your Access Group
Clone Access Group Hands-On (contrsquod)
Navigate to the Rights tab
Select the Module as All
Select the Type as Delete
Clone Access Group Hands-On (contrsquod)
Click the check mark to select all of the listed Delete Rights
Select Action and Disable Selected
Clone Access Group Hands-On (contrsquod)
The Access Group will now be available to add to existing Member records or for new Members
Clone Access Group Hands-On (contrsquod)
You have now successfully completed creating a new Access Group and editing Rights
Clone Access Group Hands-On (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Access Groups ndash Setting Up and Configuring
Access Groups ndash Rights Tab
Additional Resources
Can be individually selected
Enable or Disable Action Bar used for mass updates
bull Enable All
bull Disable All
bull Action
Enabling and Disabling Rights
Green check mark in Enabled column signifies status
Enabling or disabling takes effect immediately (no logoff)
Enabling and Disabling Rights (contrsquod)
Cloning Access Groups Overview
Adjust Rights
Edit Repair Centers
Limit Locations Reports
Cloning Access Groups
If similar permissions to existing group preferable to clone
Quick and convenient way to create new Access Group
Cloning Access Groups Overview
Edit Rights to ensure permissions are accurate for new Access Group
Adjust Rights
Verify or correct Repair Centers to limit access
Edit Repair Centers
Locations can be added to limit access
Limit Locations Reports
Custom Report Groups can be created specific to a Location or Repair Center
Limit Locations Reports (contrsquod)
Now letrsquos practice cloning an Access Group and editing Rights
Clone Access Group Hands-On
Navigate to the Access Group Module
Select the Maintenance Administrators Access Group
Select the Clone button
Clone Access Group Hands-On (contrsquod)
Find cloned Access Group and rename the Access Group ID to SA03_YOURINITIALS
Edit the Name to SA03_YourName
Save your Access Group
Clone Access Group Hands-On (contrsquod)
Navigate to the Rights tab
Select the Module as All
Select the Type as Delete
Clone Access Group Hands-On (contrsquod)
Click the check mark to select all of the listed Delete Rights
Select Action and Disable Selected
Clone Access Group Hands-On (contrsquod)
The Access Group will now be available to add to existing Member records or for new Members
Clone Access Group Hands-On (contrsquod)
You have now successfully completed creating a new Access Group and editing Rights
Clone Access Group Hands-On (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Access Groups ndash Setting Up and Configuring
Access Groups ndash Rights Tab
Additional Resources
Green check mark in Enabled column signifies status
Enabling or disabling takes effect immediately (no logoff)
Enabling and Disabling Rights (contrsquod)
Cloning Access Groups Overview
Adjust Rights
Edit Repair Centers
Limit Locations Reports
Cloning Access Groups
If similar permissions to existing group preferable to clone
Quick and convenient way to create new Access Group
Cloning Access Groups Overview
Edit Rights to ensure permissions are accurate for new Access Group
Adjust Rights
Verify or correct Repair Centers to limit access
Edit Repair Centers
Locations can be added to limit access
Limit Locations Reports
Custom Report Groups can be created specific to a Location or Repair Center
Limit Locations Reports (contrsquod)
Now letrsquos practice cloning an Access Group and editing Rights
Clone Access Group Hands-On
Navigate to the Access Group Module
Select the Maintenance Administrators Access Group
Select the Clone button
Clone Access Group Hands-On (contrsquod)
Find cloned Access Group and rename the Access Group ID to SA03_YOURINITIALS
Edit the Name to SA03_YourName
Save your Access Group
Clone Access Group Hands-On (contrsquod)
Navigate to the Rights tab
Select the Module as All
Select the Type as Delete
Clone Access Group Hands-On (contrsquod)
Click the check mark to select all of the listed Delete Rights
Select Action and Disable Selected
Clone Access Group Hands-On (contrsquod)
The Access Group will now be available to add to existing Member records or for new Members
Clone Access Group Hands-On (contrsquod)
You have now successfully completed creating a new Access Group and editing Rights
Clone Access Group Hands-On (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Access Groups ndash Setting Up and Configuring
Access Groups ndash Rights Tab
Additional Resources
Cloning Access Groups Overview
Adjust Rights
Edit Repair Centers
Limit Locations Reports
Cloning Access Groups
If similar permissions to existing group preferable to clone
Quick and convenient way to create new Access Group
Cloning Access Groups Overview
Edit Rights to ensure permissions are accurate for new Access Group
Adjust Rights
Verify or correct Repair Centers to limit access
Edit Repair Centers
Locations can be added to limit access
Limit Locations Reports
Custom Report Groups can be created specific to a Location or Repair Center
Limit Locations Reports (contrsquod)
Now letrsquos practice cloning an Access Group and editing Rights
Clone Access Group Hands-On
Navigate to the Access Group Module
Select the Maintenance Administrators Access Group
Select the Clone button
Clone Access Group Hands-On (contrsquod)
Find cloned Access Group and rename the Access Group ID to SA03_YOURINITIALS
Edit the Name to SA03_YourName
Save your Access Group
Clone Access Group Hands-On (contrsquod)
Navigate to the Rights tab
Select the Module as All
Select the Type as Delete
Clone Access Group Hands-On (contrsquod)
Click the check mark to select all of the listed Delete Rights
Select Action and Disable Selected
Clone Access Group Hands-On (contrsquod)
The Access Group will now be available to add to existing Member records or for new Members
Clone Access Group Hands-On (contrsquod)
You have now successfully completed creating a new Access Group and editing Rights
Clone Access Group Hands-On (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Access Groups ndash Setting Up and Configuring
Access Groups ndash Rights Tab
Additional Resources
If similar permissions to existing group preferable to clone
Quick and convenient way to create new Access Group
Cloning Access Groups Overview
Edit Rights to ensure permissions are accurate for new Access Group
Adjust Rights
Verify or correct Repair Centers to limit access
Edit Repair Centers
Locations can be added to limit access
Limit Locations Reports
Custom Report Groups can be created specific to a Location or Repair Center
Limit Locations Reports (contrsquod)
Now letrsquos practice cloning an Access Group and editing Rights
Clone Access Group Hands-On
Navigate to the Access Group Module
Select the Maintenance Administrators Access Group
Select the Clone button
Clone Access Group Hands-On (contrsquod)
Find cloned Access Group and rename the Access Group ID to SA03_YOURINITIALS
Edit the Name to SA03_YourName
Save your Access Group
Clone Access Group Hands-On (contrsquod)
Navigate to the Rights tab
Select the Module as All
Select the Type as Delete
Clone Access Group Hands-On (contrsquod)
Click the check mark to select all of the listed Delete Rights
Select Action and Disable Selected
Clone Access Group Hands-On (contrsquod)
The Access Group will now be available to add to existing Member records or for new Members
Clone Access Group Hands-On (contrsquod)
You have now successfully completed creating a new Access Group and editing Rights
Clone Access Group Hands-On (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Access Groups ndash Setting Up and Configuring
Access Groups ndash Rights Tab
Additional Resources
Edit Rights to ensure permissions are accurate for new Access Group
Adjust Rights
Verify or correct Repair Centers to limit access
Edit Repair Centers
Locations can be added to limit access
Limit Locations Reports
Custom Report Groups can be created specific to a Location or Repair Center
Limit Locations Reports (contrsquod)
Now letrsquos practice cloning an Access Group and editing Rights
Clone Access Group Hands-On
Navigate to the Access Group Module
Select the Maintenance Administrators Access Group
Select the Clone button
Clone Access Group Hands-On (contrsquod)
Find cloned Access Group and rename the Access Group ID to SA03_YOURINITIALS
Edit the Name to SA03_YourName
Save your Access Group
Clone Access Group Hands-On (contrsquod)
Navigate to the Rights tab
Select the Module as All
Select the Type as Delete
Clone Access Group Hands-On (contrsquod)
Click the check mark to select all of the listed Delete Rights
Select Action and Disable Selected
Clone Access Group Hands-On (contrsquod)
The Access Group will now be available to add to existing Member records or for new Members
Clone Access Group Hands-On (contrsquod)
You have now successfully completed creating a new Access Group and editing Rights
Clone Access Group Hands-On (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Access Groups ndash Setting Up and Configuring
Access Groups ndash Rights Tab
Additional Resources
Verify or correct Repair Centers to limit access
Edit Repair Centers
Locations can be added to limit access
Limit Locations Reports
Custom Report Groups can be created specific to a Location or Repair Center
Limit Locations Reports (contrsquod)
Now letrsquos practice cloning an Access Group and editing Rights
Clone Access Group Hands-On
Navigate to the Access Group Module
Select the Maintenance Administrators Access Group
Select the Clone button
Clone Access Group Hands-On (contrsquod)
Find cloned Access Group and rename the Access Group ID to SA03_YOURINITIALS
Edit the Name to SA03_YourName
Save your Access Group
Clone Access Group Hands-On (contrsquod)
Navigate to the Rights tab
Select the Module as All
Select the Type as Delete
Clone Access Group Hands-On (contrsquod)
Click the check mark to select all of the listed Delete Rights
Select Action and Disable Selected
Clone Access Group Hands-On (contrsquod)
The Access Group will now be available to add to existing Member records or for new Members
Clone Access Group Hands-On (contrsquod)
You have now successfully completed creating a new Access Group and editing Rights
Clone Access Group Hands-On (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Access Groups ndash Setting Up and Configuring
Access Groups ndash Rights Tab
Additional Resources
Locations can be added to limit access
Limit Locations Reports
Custom Report Groups can be created specific to a Location or Repair Center
Limit Locations Reports (contrsquod)
Now letrsquos practice cloning an Access Group and editing Rights
Clone Access Group Hands-On
Navigate to the Access Group Module
Select the Maintenance Administrators Access Group
Select the Clone button
Clone Access Group Hands-On (contrsquod)
Find cloned Access Group and rename the Access Group ID to SA03_YOURINITIALS
Edit the Name to SA03_YourName
Save your Access Group
Clone Access Group Hands-On (contrsquod)
Navigate to the Rights tab
Select the Module as All
Select the Type as Delete
Clone Access Group Hands-On (contrsquod)
Click the check mark to select all of the listed Delete Rights
Select Action and Disable Selected
Clone Access Group Hands-On (contrsquod)
The Access Group will now be available to add to existing Member records or for new Members
Clone Access Group Hands-On (contrsquod)
You have now successfully completed creating a new Access Group and editing Rights
Clone Access Group Hands-On (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Access Groups ndash Setting Up and Configuring
Access Groups ndash Rights Tab
Additional Resources
Custom Report Groups can be created specific to a Location or Repair Center
Limit Locations Reports (contrsquod)
Now letrsquos practice cloning an Access Group and editing Rights
Clone Access Group Hands-On
Navigate to the Access Group Module
Select the Maintenance Administrators Access Group
Select the Clone button
Clone Access Group Hands-On (contrsquod)
Find cloned Access Group and rename the Access Group ID to SA03_YOURINITIALS
Edit the Name to SA03_YourName
Save your Access Group
Clone Access Group Hands-On (contrsquod)
Navigate to the Rights tab
Select the Module as All
Select the Type as Delete
Clone Access Group Hands-On (contrsquod)
Click the check mark to select all of the listed Delete Rights
Select Action and Disable Selected
Clone Access Group Hands-On (contrsquod)
The Access Group will now be available to add to existing Member records or for new Members
Clone Access Group Hands-On (contrsquod)
You have now successfully completed creating a new Access Group and editing Rights
Clone Access Group Hands-On (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Access Groups ndash Setting Up and Configuring
Access Groups ndash Rights Tab
Additional Resources
Now letrsquos practice cloning an Access Group and editing Rights
Clone Access Group Hands-On
Navigate to the Access Group Module
Select the Maintenance Administrators Access Group
Select the Clone button
Clone Access Group Hands-On (contrsquod)
Find cloned Access Group and rename the Access Group ID to SA03_YOURINITIALS
Edit the Name to SA03_YourName
Save your Access Group
Clone Access Group Hands-On (contrsquod)
Navigate to the Rights tab
Select the Module as All
Select the Type as Delete
Clone Access Group Hands-On (contrsquod)
Click the check mark to select all of the listed Delete Rights
Select Action and Disable Selected
Clone Access Group Hands-On (contrsquod)
The Access Group will now be available to add to existing Member records or for new Members
Clone Access Group Hands-On (contrsquod)
You have now successfully completed creating a new Access Group and editing Rights
Clone Access Group Hands-On (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Access Groups ndash Setting Up and Configuring
Access Groups ndash Rights Tab
Additional Resources
Navigate to the Access Group Module
Select the Maintenance Administrators Access Group
Select the Clone button
Clone Access Group Hands-On (contrsquod)
Find cloned Access Group and rename the Access Group ID to SA03_YOURINITIALS
Edit the Name to SA03_YourName
Save your Access Group
Clone Access Group Hands-On (contrsquod)
Navigate to the Rights tab
Select the Module as All
Select the Type as Delete
Clone Access Group Hands-On (contrsquod)
Click the check mark to select all of the listed Delete Rights
Select Action and Disable Selected
Clone Access Group Hands-On (contrsquod)
The Access Group will now be available to add to existing Member records or for new Members
Clone Access Group Hands-On (contrsquod)
You have now successfully completed creating a new Access Group and editing Rights
Clone Access Group Hands-On (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Access Groups ndash Setting Up and Configuring
Access Groups ndash Rights Tab
Additional Resources
Find cloned Access Group and rename the Access Group ID to SA03_YOURINITIALS
Edit the Name to SA03_YourName
Save your Access Group
Clone Access Group Hands-On (contrsquod)
Navigate to the Rights tab
Select the Module as All
Select the Type as Delete
Clone Access Group Hands-On (contrsquod)
Click the check mark to select all of the listed Delete Rights
Select Action and Disable Selected
Clone Access Group Hands-On (contrsquod)
The Access Group will now be available to add to existing Member records or for new Members
Clone Access Group Hands-On (contrsquod)
You have now successfully completed creating a new Access Group and editing Rights
Clone Access Group Hands-On (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Access Groups ndash Setting Up and Configuring
Access Groups ndash Rights Tab
Additional Resources
Navigate to the Rights tab
Select the Module as All
Select the Type as Delete
Clone Access Group Hands-On (contrsquod)
Click the check mark to select all of the listed Delete Rights
Select Action and Disable Selected
Clone Access Group Hands-On (contrsquod)
The Access Group will now be available to add to existing Member records or for new Members
Clone Access Group Hands-On (contrsquod)
You have now successfully completed creating a new Access Group and editing Rights
Clone Access Group Hands-On (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Access Groups ndash Setting Up and Configuring
Access Groups ndash Rights Tab
Additional Resources
Click the check mark to select all of the listed Delete Rights
Select Action and Disable Selected
Clone Access Group Hands-On (contrsquod)
The Access Group will now be available to add to existing Member records or for new Members
Clone Access Group Hands-On (contrsquod)
You have now successfully completed creating a new Access Group and editing Rights
Clone Access Group Hands-On (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Access Groups ndash Setting Up and Configuring
Access Groups ndash Rights Tab
Additional Resources
The Access Group will now be available to add to existing Member records or for new Members
Clone Access Group Hands-On (contrsquod)
You have now successfully completed creating a new Access Group and editing Rights
Clone Access Group Hands-On (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Access Groups ndash Setting Up and Configuring
Access Groups ndash Rights Tab
Additional Resources
You have now successfully completed creating a new Access Group and editing Rights
Clone Access Group Hands-On (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Access Groups ndash Setting Up and Configuring
Access Groups ndash Rights Tab
Additional Resources
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Access Groups ndash Setting Up and Configuring
Access Groups ndash Rights Tab
Additional Resources
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Access Groups ndash Setting Up and Configuring
Access Groups ndash Rights Tab
Additional Resources
