Purpose
The document decribes the various user types and recommended permissions for different types of users in a Disclosure Management (DM) application.
Types of users
Administrator
This is different from the System Admin user defined during Disclosure Management installation. The role of this user is to perform system administration duties. In a production environment it is advisable and considered best practice to grant only the Standard-Admin role which does not allow the Administrator to change or access any report.
Power or Global users
These are a few selected users who have access to ALL reports, usually reserved for the user who is responsible for the overall corporate reporting function and advanced users who carry out support functions.
Local users
Most users are local users who have permissions assigned at the Report or Chapter Level.
Roles and Permissions
The purpose of a role is to provide a user with permissions. The screenshot below displays all the seeded roles that come with DM. In most of the cases, it is not necessary to change the standard roles defined in DM after setup. If new roles are needed, it is recommended to create new roles and define customized set of permissions:
Creating users, roles and assigning Permissions
Adminstrator: Perform system Administrator duties, cannot change and access any Report
- Navigate to Administration >>>>Users. Click on New user button and create a user named Administrator
- In the Roles Tab grant the Standard-Admin Role
- Click on OK to save
Power or Global user: Access to ALL Reports
- Navigate to Administration >>>>Users. Click on New user button and create a named user
In the Roles Tab grant the Standard-Editor,Standard-Manager and Standard-Advanced-Manager roles
- Click on OK to save
Local users: Permission assigned at the Report or Chapter Level
- Navigate to Administration >>>>Users. Click on New user button and create a named user
- Click on OK to save the user
- Select a Period and Report
- Click on a Report or Chapter
- Select the Permissions Tab and click on Add user
- From the Assigned Permissions section, Click on the drop down list to select the newly defined user
- Assign a role to the user
- Click on OK to save
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