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User Management is provided in two sections:  Security Roles and User Management.  Security Roles provide, in essence, a template for creating new users.  If you have, for example, a Flock Manager at each farm, and you have 20 farms requiring users, then you would want to utilize the Security Roles.

As you work to Manage Users, Security Roles can be applied and overwritten as needed. 

 

Table of Contents

 

 

Access Rights


AeLive User Security is set up in a hierarchical fashion, with the following options available for each section in the application:

  1. Denied Access.  User will not see this item in the application at all.  For example, if a user is denied access to the entire System Navigation Panel, they will never see the screen at all.
  2. View Access.  User may view the screen only.  If your administrator, for example, wanted all users to view the items in the System Navigation Panel, but did not want users to make changes to these settings, the user would be granted View Access.
  3. Print Access.  User may use the Print Button on the screen, and is also able to view the screen.
  4. Update Access.  User may edit existing data on the screen, use the Print Button, and View any data.
  5. Add New Access.  User may Add New data to the screen, Update Existing data, use the Print Button, and View any data.
  6. Full Access.  User may Delete records from the screen, Add New, Update Existing, use the Print Button, and View any data.

 

Manage Security Roles

Your administrator can manage roles by clicking the Manage Security Roles button in the System section on the left navigation pane.

Edit Role


Here the user can select an existing role on the roles list to the left of the form to modify its security. When the administrator clicks on a role, its security information is loaded as shown in below. The administrator can modify access to certain sections by setting the appropriate access level and then clicking the Save button.

Add New Role


The administrator can add a new role by clicking on the Add New button on the bottom left pane of the form. The administrator must fill in a Role Name and select the appropriate access for each section. The administrator can also inherit a role by clicking on the Copy From Role button which will bring up the Inherit a Security Role form.  Select from the Select a Role drop down list as shown below. This will inherit the select role’s security and the user can make the appropriate adjustments that differentiate the roles. To save the changes the administrator will click on the Save button.

Delete Existing Role


The administrator can also delete an existing role. To do this, the administrator will select the role to delete from the role list on the left pane and then click on the Delete button. A confirmation prompt will appear as shown below. If the user clicks the Yesbutton the role will be delete, if No is clicked the deletion will be cancelled.

 

Manage Users


The administrator can also manage the application’s users by clicking on the Manage Users button on the Users section in the left navigation pane. The User Management screen will appear with the list of all the application’s users.

 

Edit Users


To modify an existing user, the administrator will select the user from the list of all the current users in the application from the left panel of the user management screen. By clicking on a user all the information is populated in the fields for the selected user as shown below.  The administrator can change the user’s information by updating the appropriate fields and clicking the Savebutton on the bottom right of the user management screen.  A user’s password can also be reset on this screen.  

Add Users


The administrator can also add new users. By clicking the Add New button on the bottom left of the User Management screen, the fields refresh to allow the input for a new user. The administrator has two options for the user name field.  One option is to manually create a new user name, and the other is to use the Generate user name button shown below. This will go through five different possibilities of unique user names based on the first and last names provided in the fields. If it can’t generate a unique user name based on the first and last name provided, the administrator will have to manually create one.

 

The administrator can also set the user’s security settings by clicking on the Security tab. The administrator has two options:  Select from a list of existing roles with predefined security settings or manually define the User Security. If the administrator selects a predefined role, the user will automatically inherit the security settings of that role (shown below).  The administrator can also override certain access if they wish by selecting the appropriate access rights for the section they wish to differ on. If the administrator selects to define User Security, the administrator will have to manually set up the access for all the sections for the user. By default, denied access is given until modified by the administrator.

The administrator can also affiliate the user to companies and divisions that they are allowed to see. This is done in thethe Company Affiliations tab. To affiliate a user with a company and division the administrator will select the appropriate companies and divisions they are affiliated with and the level of permissions that user can have as shown in Fig. 4.5.  By default, denied access is given until modified by the administrator.

4.5


For a more in depth look at the Security Forms, please visit: Security Overview