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versago:role_profile_user_configuration

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versago:role_profile_user_configuration [2019/11/13 11:06]
akoehler [User Roles] 		versago:role_profile_user_configuration [2020/10/23 09:21] (current)
dlee [Profile Fields]
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 Use this function to associate/disassociate multiple users with the current role. Use this function to associate/disassociate multiple users with the current role.
  
-{{:versago:rpuconfig4.png?400|}}+{{  :versago:rpuconfig4.png?400  |}}
  
   - All users, active or not, are displayed in the list. Associating a user with a role does not automatically make them active.   - All users, active or not, are displayed in the list. Associating a user with a role does not automatically make them active.
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 Use this function to associate/disassociate multiple reports with the current role. Use this function to associate/disassociate multiple reports with the current role.
  
-{{:versago:rpuconfig5.png?600|}}+{{  :versago:rpuconfig5.png?600  |}}
  
 Remember that reports used as look-up lists in forms or as sub-reports for other reports must also be assigned to the role. Remember that reports used as look-up lists in forms or as sub-reports for other reports must also be assigned to the role.
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 Use this function to associate/disassociate multiple dashboards with the current role. Use this function to associate/disassociate multiple dashboards with the current role.
  
-{{:versago:rpuconfig6.png?400|}}+{{  :versago:rpuconfig6.png?400  |}}
  
 ==== Assign Form ==== ==== Assign Form ====
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 Use this function to associate/disassociate multiple forms with the current role. Use this function to associate/disassociate multiple forms with the current role.
  
-{{:versago:rpuconfig7.png?400|}}+{{  :versago:rpuconfig7.png?400  |}}
  
  
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 Defining profiles will require knowledge of the source database, and how key values are stored and used in the associated applications. The examples used as illustration refer to SAP Business One, but profiles are not limited to that application. Defining profiles will require knowledge of the source database, and how key values are stored and used in the associated applications. The examples used as illustration refer to SAP Business One, but profiles are not limited to that application.
  
-Profiles are used to provide automatic data security. For example, assume you have a Versago report that lists customer invoices. You want to allow your customers to log into Versago and see a list of their invoices. By using a profile in the report that filters on the customer code associated with the user you can automatically limit the invoices in the list to those that have reference the user’s customer code. Additional examples of how profiles can be used can be found in [[#using_versago_profiles|Using Versago Profiles]].+Profiles are used to provide automatic data security. For example, assume you have a Versago report that lists customer invoices. You want to allow your customers to log into Versago and see a list of their invoices. By using a profile in the report that filters on the customer code associated with the user you can automatically limit the invoices in the list to those that have reference the user’s customer code. Additional examples of how profiles can be used can be found in **//[[#using_versago_profiles|Using Versago Profiles]]//**.
  
   * Click on the Profiles link in the Admin console to begin.   * Click on the Profiles link in the Admin console to begin.
  
-{{:versago:rpuconfig8.png?700|}}+{{  :versago:rpuconfig8.png?700  |}}
  
 The profile maintenance tool provides three functions: creation of new profiles and maintenance of existing menus. Included in the maintenance process is the assignment of a profile to reports and forms. The profile maintenance tool provides three functions: creation of new profiles and maintenance of existing menus. Included in the maintenance process is the assignment of a profile to reports and forms.
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 ===== Profile Details ===== ===== Profile Details =====
  
-{{:versago:rpuconfig9.png?700|}}+{{  :versago:rpuconfig9.png?700  |  }}
  
 All profile values are required and can be changed at any time. All profile values are required and can be changed at any time.
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 ==== Profile Fields ==== ==== Profile Fields ====
  
-The “Profile Fields” grid is used to identify the values (columns) in the source table that hold the filtering values. In most cases, there will only be one profile field value. However, multiple values can be defined if necessary. See [[#appendix-b-using-versago-profiles|//Appendix B – Using Versago Profiles//]] for an example of this or contact Third Wave support for assistance. +The “Profile Fields” grid is used to identify the values (columns) in the source table that hold the filtering values. In most cases, there will only be one profile field value. However, multiple values can be defined if necessary.
 The values in the Profile Fields section can be changed at any time. However, any existing user profile associations will be removed and must be reassigned. The values in the Profile Fields section can be changed at any time. However, any existing user profile associations will be removed and must be reassigned.
  
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   * Click on the Users link in the Admin console to begin.   * Click on the Users link in the Admin console to begin.
  
-{{:versago:rpuconfig10.png?700|}}+{{  :versago:rpuconfig10.png?700  |}}
  
 The user maintenance tool provides two functions: creation of new users and maintenance of existing users. The user maintenance tool provides two functions: creation of new users and maintenance of existing users.
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   * All items except **Email** can be changed at any time.   * All items except **Email** can be changed at any time.
  
-{{:versago:rpuconfig11.png?400|}}}+{{  :versago:rpuconfig11.png?400  |}}}
  
   - **Email** is the key identifier for a user.   - **Email** is the key identifier for a user.
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     - If the checkbox is selected the user is active and can access Versago.     - If the checkbox is selected the user is active and can access Versago.
  
-<WRAP round important 60%>+<WRAP center round important 60% >
 Your Versago license limits the number of users that can be **designated as active** at any time. If you attempt to add or activate a user that will cause you to exceed the number of licensed users, an error message is displayed. The add/update process cannot continue until another user has been made inactive or you increase the number of users for your installation. Contact your Third Wave consultant if you need to add Versago users. Your Versago license limits the number of users that can be **designated as active** at any time. If you attempt to add or activate a user that will cause you to exceed the number of licensed users, an error message is displayed. The add/update process cannot continue until another user has been made inactive or you increase the number of users for your installation. Contact your Third Wave consultant if you need to add Versago users.
 </WRAP> </WRAP>
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 {{:c:\shared\pandocconvert/media/image12.png?304x32}} {{:c:\shared\pandocconvert/media/image12.png?304x32}}
-{{:versago:rpuconfig12.png?400|}}+{{  :versago:rpuconfig12.png?400  |}}
  
   - A user must be assigned to at least one role.   - A user must be assigned to at least one role.
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 ==== Profiles ==== ==== Profiles ====
  
-{{:versago:rpuconfig13.png?400|}}+{{  :versago:rpuconfig13.png?400  |}}
  
   - Select the desired profile (previously defined) from the “User Profile” drop-down list.   - Select the desired profile (previously defined) from the “User Profile” drop-down list.
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 First, a Versago profile is created. The profile uses the SAP Business One salesperson table (OSLP) as the source of valid values. First, a Versago profile is created. The profile uses the SAP Business One salesperson table (OSLP) as the source of valid values.
  
-{{:versago:rpuconfig14.png?600|}}+{{  :versago:rpuconfig14.png?600  |}}
  
 The “Profile Field Identifier” value is the field (column) name that the profile filtering process expects to see in the report data. The “Profile Field Identifier” value is the field (column) name that the profile filtering process expects to see in the report data.
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 Once a profile has been defined, we must tell Versago what values are valid for a given user. This is done in the user setup as described elsewhere in this document. Once a profile has been defined, we must tell Versago what values are valid for a given user. This is done in the user setup as described elsewhere in this document.
  
-{{:versago:rpuconfig15.png?400|}}+{{  :versago:rpuconfig15.png?400  |}}
  
 In some cases, a user may need to see information for more than value. This would be the case where a sales manager needs to see not only their information, but also the information for salespersons that report to them. In these cases you simply assign multiple profile values as shown above. In some cases, a user may need to see information for more than value. This would be the case where a sales manager needs to see not only their information, but also the information for salespersons that report to them. In these cases you simply assign multiple profile values as shown above.
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 Since the filtering process takes place when a report is executed, we need to also define what profile(s) to use in the report. This is done in the report maintenance process. Since the filtering process takes place when a report is executed, we need to also define what profile(s) to use in the report. This is done in the report maintenance process.
  
-{{:versago:rpuconfig16.png?300|}}+{{  :versago:rpuconfig16.png?300  |}}
  
 As shown in this example, you simple indicate the “Filter Type” as Profile and select the desired profile as the “Filter Name.” As shown in this example, you simple indicate the “Filter Type” as Profile and select the desired profile as the “Filter Name.”
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 In this example, we have some documents where the column to be filtered is named “SlpCode” and others where the column to be filtered is named “SlpCodeX.” As shown in the image below, we have created two profile entries. In this example, we have some documents where the column to be filtered is named “SlpCode” and others where the column to be filtered is named “SlpCodeX.” As shown in the image below, we have created two profile entries.
  
-{{:versago:rpuconfig17.png?700|}}+{{  :versago:rpuconfig17.png?700  |}}
  
 One shows that the filtering column name might be “SlpCode” and the second shows that the filtering column name might be “SlpCodeX.” Now, we can use the same profile and the filtering will occur if a column name “SlpCode” or “SlpCodeX” is found. One shows that the filtering column name might be “SlpCode” and the second shows that the filtering column name might be “SlpCodeX.” Now, we can use the same profile and the filtering will occur if a column name “SlpCode” or “SlpCodeX” is found.
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 Here is a sample of how a profile for this purpose would be set up. Here is a sample of how a profile for this purpose would be set up.
  
-{{:versago:rpuconfig18.png?600|}}+{{  :versago:rpuconfig18.png?600  |}}
  
  
versago/role_profile_user_configuration.1573661181.txt.gz · Last modified: 2019/11/13 11:06 by akoehler

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