The Data Access profile is used to define Table Permissions settings (who can see and/or do what). Data Access profiles are used in conjunction with Site Management and should be linked at the Site level of Profile Hierarchy.
See Also: Topic Doc - Enterprise Site Management.
See Also: Topic Doc - RecTrac Permissions.
Making changes to a profile is an Audited Event. Additionally, Linking, Removing, Purging, and Cloning profiles are also Audited Events.
See Also: Topic Doc - RecTrac Profile Assignments Screen, Hierarchy Guide, and Profile Listing.
See Also: Video - Profile Review
SAProfile_Data_Access_Data_Access_Tab1
Table Permissions (SAProfile_Data_Access_Data_Access_SAPermissionDataDataGrid)
The Table Permissions DataGrid allows you to set Maintenance View, Add, Change, and Delete Permissions and Inquiry View, Processing View, and Report View Permissions by individual Table. To update/assign Permissions on this screen, you can:
- Use InLine Editing, OR
- Highlight/Select an individual record and click Change. You will continue to the Permission Data Update screen OR
- Use the fields and button at the bottom of the DataGrid to set Permissions in bulk by Function Type.
DataGrid column sort options allow you to customize the view as desired. Click here for a full description of RecTrac DataGrids.
Function Types
Function Types are as follows:
- Maintenance View - Refers to records that display on File Management DataGrids such as Activity Management Pass Management User Management System Code Management etc….
- Maintenance Add - Refers to Add buttons on File Management DataGrids.
- Maintenance Change - Refers to Change buttons on File Management DataGrids. Also refers to InLine Editing on DataGrids.
- Maintenance Delete - Refers to Delete buttons on File Management DataGrids.
- Processing View - Refers to records that display on Daily Processing DataGrids such as Global Sales and Pass Visit Processing etc….
- Inquiry View - Refers to records that display on Module Inquiry DataGrids such as Activity Inquiry Pass Inquiry etc….
- Report View - Refers to records that display on Report DataGrids such as Activity reports Pass reports System Reports etc….
Data Tables
By default Data Tables are listed alphabetically by Function Type by RecTrac module where:
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Access Rights
Expand the Drop-down list to select your Access Right option.
- Administrator - Administrator rights. Users linked to this profile will have rights to all records in the Table for the Function selected. Permission Codes are not considered for a DataGrid/Table set to Administrator.
- With Matching Codes - Users linked to this profile will have rights to all records in the Table for the Function selected provided it has a Permission Code that matches the Code(s) you select in the Permissions Codes field. Multiple selection is allowed.
- None - No Permissions. Users linked to this profile will have NO rights to records to the Table for the Function selected regardless of the Permissions Code(s) linked to items in the table.
Permissions Codes
This field is applicable only if your Access Rights selection is With Matching Codes.
Expand the Drop-down list to select the Permission Code(s) you wish to link to the Tables you select. Multiple selection is allowed.
Permissions Codes are maintained in Permissions Code Management
When Permissions Code(s) are selected here Users linked to this profile will see/have access to only those records in the selected Table that have a matching code in its Permissions field. One match only is needed.
DeleteAccess Rights (SAProfileScreenOnly_BulkAccessRights)
Expand the Drop-down list to select your Access Right option. You will use this field in conjunction with the Function Types field, Permissions Codes field (if applicable) and Change All Table Permissions button to set Table Permissions in bulk to the Access Right you select.
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Administrator - Administrator rights. Users linked to this profile will have rights to all records in all Tables set to this Access Right. Permission Codes are not considered for a Table set to Administrator.
For Example: All Maintenace View Tables are set to 'Administrator' (i.e. File Maintenance View, Inquiry View, Processing View and Report View). In this event, a User linked to this profile would see ALL Activities, ALL Facilities, ALL Rentals, All Passes, etc… in their DataGrids throughout RecTrac. -
With Matching Codes - Users linked to this profile will have rights to all records in all Tables that have a Permission Code that matches the Code(s) you select in the Permissions Codes field. Multiple selection is allowed.
For Example: All Maintenace View Tables are set to 'With Matching Codes' (i.e. File Maintenance View, Inquiry View, Processing View and Report View) and you have POOL in the Permissions Code field. In this event, a User linked to this profile would see ONLY THOSE Activities, Facilities, Rentals, Passes, etc… that have 'POOL' as their Permission Code. Activities, Facilities, Passes, Rentals, etc… set to a Permission Code other than POOL would not be visible to a User linked to this profile. -
Using Data Access Profile - Users linked to this profile will get their Table Permissions from the Data Access profile to which they are linked. Data Access profiles are used in conjunction with Bulk Management and should be linked at the Site level of Profile Hierarchy.
Note: This option is applicable to the Permissions profile only.
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None - No Permissions. Users linked to this profile will have NO rights to records in Tables regardless of the Permissions Code(s) linked to items in the table.
For Example: All Maintenace View Tables are set to 'None' (i.e. File Maintenance View Inquiry View Processing View and Report View). In this event a User linked to this profile would not see ANY Activities Facilities Rentals Passes etc… in their DataGrids throughout RecTrac.
When you have made your selection click Change All Table Permissions to set the records in the DataGrid that match your Function Type to the selected Permission.
DeletePermissions Codes (SAProfileScreenOnly_BulkDataAccessCodes)
This field is applicable only if your Access Rights selection is With Matching Codes.
Expand the Drop-down list to select the Permission Code(s) you wish to link to the Tables you select. You will use this field in conjunction with the Function Types field and Change All Table Permissions button to set Table Permissions in bulk to the Code(s) you select. Multiple selection is allowed.
Permissions Codes are maintained in Permissions Code Management
When Permissions Code(s) are selected here Users linked to this profile will see/have access to only those records in DataGrids that have a matching code in its Permissions field. One match only is needed.
For Example: All Maintenace View Tables are set to 'With Matching Codes' (i.e. File Maintenance View Inquiry View Processing View and Report View) and you have POOL in the Permissions Code field on this profile. In this event a User linked to this profile would see ONLY THOSE Activities Facilities Rentals Passes etc… that have 'POOL' as their Permission Code. Activities Facilities Passes Rentals etc… set to a Permission Code other than POOL would not be visible to a User linked to this profile.
DeleteFunction Types (SAProfileScreenOnly_BulkAccessTypes)
Expand the Combo box icon to select the Function Type(s) to which you wish to link the selected Access Rights. You will use this field in conjunction with the Access Rights field, Permissions Codes field (if applicable) and Change All Table Permissions button to set Table Permissions.
Upon clicking the Change All Table Permissions button, the Access Right you select will be linked to the Function Type(s) you select here. The DataGrid will update automatically.
- Maintenance View - Refers to records that display on File Management DataGrids, such as Activity Management, Pass Management, etc…
- Maintenance Add - Refers to Add buttons on File Management DataGrids.
- Maintenance Change - Refers to Change buttons on File Management DataGrids. Also refers to InLine Editing on DataGrids.
- Maintenance Delete - Refers to Delete buttons on File Management DataGrids.
- Processing View - Refers to records that display on Processing DataGrids, such as Global Sales and Pass Visit Processing, etc….
- Inquiry View - Refers to records that display on Inquiry DataGrids, such as Activity Inquiry, Pass Inquiry, etc…
- Report View - Refers to records that display on Report DataGrids, such as Activity reports, Pass reports, etc…
When you have made your selection, click Change All Table Permissions to set the records in the DataGrid that match your Function Type to the selected Permission.
Delete