on the group’s row.What is group management for? |
Why should you use it? |
Grouping users who need access to the same pages on the site. |
To manage access to web pages on the site based on the needs of users. Assembling users based on a shared need for access to certain pages of the site prevents you from having to assign page access on a user-by-user basis. |
Managing group access to web pages on your site is one way to enforce security on your site. When setting up user groups, consider which personnel in your organization will need to access various pages of the site. For example: The site administrator (and perhaps a back-up administrator) will need access to every page. Members of the Operator group, who manage job production, will need access to many of the site pages to complete their tasks. A bookkeeper or accountant may need access to pages such as Cost Centers, Accounts, and Reports.
Note: Groups are not a subset of a Company unless you configure them as such by limiting a group’s page access (see To manage a group’s page access).
The design of groups depends upon your business and the customers who will access your site. You may want to create new groups for different companies to enable access to different areas of your site.
Several pre-installed groups in MarketDirect StoreFront cannot be deleted. The pre-installed groups have these access rights:
● Administrators: have access to the entire web site.
● CSR: CSRs have rights to login as buyer, modify cost centers, view certain reports, etc.
● Everyone: in a default installation, the Everyone group includes all users.
● Operators: have the rights of the Registered Users group plus access to the Operator View page.
● Registered Users: users have the rights of the Everyone group plus the ability to update their own profile and submit work to the system.
After installation, you can change the access rights by managing the page access of any group. In this section you will learn how to create, edit, and delete user groups; to assign users to groups; and to manage the site page access that members of each group have.
Note: Groups are not a subset of a Company unless you configure them as such by limiting a group’s page access (see To manage a group’s page access).
Warning: You should avoid assigning groups names that may show potentially private information, such as account or location names.
● To create (or edit) a new group of users
● To manage a group's page access
● To manage a group’s access to companies and Print Shops
1. Go to Administration > Groups.
2. On the Groups page, click on the name of the group you want to rename.
3. Type the new name in the Users - text box.
4. Click Save as New Group.
Note: The pre-installed user groups (e.g., Everyone, Administrators, Operators, and Registered Users) cannot be deleted.
1. Go to Administration > Groups.
2. On the Groups page, locate the group you want to delete in the table.
3. Click the delete
icon on the group’s row.
Warning: A group that is in use by a Company or Print Shop cannot be deleted. These groups will be marked by a padlock icon. The Print Shops and Companies columns indicate the number of companies and Print Shops by which a group is being used.
4. A dialog will open and prompt you to confirm your decision. Click OK to proceed with deleting the group.
● Overview of Group Management
● To manage a group's page access
● To control page access from the Page Access page
● To manage a group's access to companies and Print Shops