How can I set access rights in timeSensor LEGAL?
This article has been machine translated. If you find any errors, we would be grateful if you could report them to translation@timesensor.com.
To set access rights for programme users, go to the Users window in the Settings area. You must have administrator rights to define access rights. In the user editor, first define the individual programme users in the Users tab. In the Groups tab, define user groups and in the Access tab, define the desired access rights for each user group.
The following rules apply:
- Members of the Admin group always have full access to all programme areas.
- Access rights are never granted to individual users, but only to user groups
- Each programme user can be a member of any number of user groups
In case of conflicting access rights from different user groups, the following hierarchy applies:
- An explicitly defined access right beats an inherited access right
- An explicitly defined Access allowed beats an explicitly defined No access
If the access rights are not specified, they are automatically inherited from the parent element. In the example shown below, the setting Master Sheet inherits the setting from Clients, which in turn is inherited from Addresses, which is inherited from Law Firm Sample. The inheritance is thus as follows: Sample office - Addresses - Clients - Master sheet
If you want to prevent access to the Accounts page in the client dossier in the above example, define the access right explicitly by clicking on the radio button Define access and specifying the desired access there. As a result, the Accounts page is no longer displayed for members of the Basic Access group, unless a user is still a member of another group in which Access Allowed is set at the same point.
For each user group, you can not only set the areas that are to be accessible to the group members, but also assign further access rights under the tab Other. Under Other you can regulate selected functions that have nothing to do with an area. For example, you can determine whether the members of the Basic Access group can see dossiers set to Confidential or not:
By setting up the appropriate user groups with corresponding access rights and assigning your users to the respective groups, you can also map complex access profiles.
As with all other applications, setting up access rights follows the principle of better too little than too much. It is easy to give everyone admin rights, but it is worth the effort to adjust the rights individually.
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