USER
AND USER TYPE ADMINISTRATION
- User Administration is the
first step towards creating a Kontinuum solution
§
Three main aspects of User Administration:
- Adding Users and their
associated details
- Adding User types and their
associated details
- Assigning Users to one or more
User Types
- To administer Users and User
Types log in as a User with Administrative privilege
- Click Users from the top Admin
menu
- Expand the User’s folder, in
the User administration tree
- Click on the Users folder
- From the Pop up Menu click Add a User
- A Form will appear in the left
frame
- Fill in the Properties and hit
submit
USER
PROPERTIES
- See below a description of all
the primary properties that can be assigned to a User
Definition
of User Name
- The User Name is the name that
the user logs in as
- This name is also stored in all
database records that the User creates or modifies
- Each user must have a unique
user name
Definition
of Display Name
- This holds the Display Name of
the User
- For example; The User name may
be jbloggs and the Display Name could be Jason Bloggs
Definition
of Display Description
- This can hold a detailed
description of the User
- For example; information about
their roles and responsibilities within the organisation
- This is not a required field when
creating a User
Definition
of Password
- This holds the Password that
the user uses to login to the system
- Click Users from the top Admin
menu
- Expand the User Type’s folder,
in the User Administration tree
- Click on the Users folder
- From the Pop up Menu click Add a User Type
- A Form will appear in the left
frame
- Fill in the Properties and hit
Submit
User
Type Properties
See below a
description of all the properties that can be assigned to a User Type.
Definition
of User Type Name
- The User Type Name is the name
that is referenced internally by the Kontinuum
- For example; Sales and
Marketing might be a User Type
Definition
of Display Name
- This holds the Display Name of
the User Type
- For example; The User Type name
may be ‘S&M’ and the Display Name could be Sales and Marketing
Definition
of Display Description
- This can hold a detailed
description of the User Type
- For example; information about
the Groups roles and responsibilities within the organisation
- This is not a required field
when creating a User Type
Definition
of Workflow Builder
- Selecting the Workflow
Builder option
adds the Schemas button to the left navigation bar for all Users belonging to this User type
- Giving Users the ability to
build and administer Workflow’s in the Design environment
Definition of User Builder
§
Selecting
the User Builder option adds the Users button to the left navigation bar
for all Users belonging to this User type
§
Giving
Users the ability to create and administer Users and User Types
Definition
of Form Builder
§
Selecting
the Form Builder option adds the Forms button to the left navigation bar
for all Users belonging to this User type
§
Giving
Users the ability to design and edit Forms
Definition
of Reports
§
Selecting
the Reports option adds the Reports button to the left navigation bar
for all Users belonging to this User type
§
Giving
Users the ability to view any Reports that they have been given permission to
Definition
of Task List
- Selecting
the Task List option adds the Tasks button to the left navigation
bar for all Users belonging to this User type
- Giving
Users the ability to monitor their tasks for each individual workflow
Definition
of New
- Selecting
the New option adds the New button to the left navigation bar for
all Users belonging to this User type
- Giving Users the ability to
start new Workflows
Definition of Objects
- Selecting
the Objects option adds the Items button to the left navigation bar
for all Users belonging to this User type
- Giving Users the ability to
view all items they have created by each individual workflow
Definition
of Help
- Currently this area is under
construction
Definition of Edit Profile
- Click Users from the top Admin
menu
- Expand the Users area of the
User Administration tree
- Select the User to apply a User
Type to
- From the pop up menu select
properties
- Click on the User Types tab
- Select one of the User Types available
from the list
- If the User belongs to more
than one group click Add New Row
- Select another User Type and
continue adding rows until completed
- Press Submit once completed
The User Items tab allows Administrators to add in additional
information about a User
- Click Users from the top Admin
menu
- Expand the Users area of the
User Administration tree
- Select the User to modify add
User Items to
- Select Properties for that User
- Click on the User Items tab
- Add information as desired
- Press Submit to save
information
- This is not a required field
when creating a User
USER
RELATIONSHIPS
The User Relationships tab allows Administrators Users to
add relationships between users
- Click Users from the top Admin
menu
- Expand the Users area of the User
Administration tree
- Select the User to modify/add
relationships to
- Select Properties for that User
- Click on the User Relationships
tab
- Add the user to whom this user
is related.
- Add the type of relationship
- Press Submit to save
information
- Click Users from the top Admin
menu
- Expand the Users area of the
User Administration tree
- Select the User to be deleted
- From the pop up menu select the
Remove option
- A confirmation message will be
displayed asking if you are sure you want to delete
- Select OK
- A message will be displayed
saying the User has been deleted
- The User will no longer appear
in the User Administration tree
- Click Users from the top Admin
menu
- Expand the User Types area of
the User Administration tree
- Select the User Type to be
deleted
- From the pop up menu select the
Remove option
- A confirmation message will be
displayed asking if you are sure you want to delete
- Select OK
- A message will be displayed
saying the User Type has been deleted
- The User Type will no longer
appear in the User Administration tree
DELETING A USER FROM A USER TYPE
- Click Users from the top Admin
menu
- Expand the Users area of the
User Administration tree
- Select the User that you wish
to remove from the User Type
- From the pop up menu select the
Properties option
- Click on the User Type tab
- Click on the delete button next
the User Type you wish to remove the User from
- Click the Submit button to save
the change
- This User will no longer belong
to this User Type