Once you have conceptualized and named your security groups and created them in the Database Configuration tool, it’s time to apply them to your userbase, and apply them consistently. Here is a Crystal Report that you can use to see users organized by security group and department. It’s a useful tool for being able to …
Tag :security group
Naming Convention for Security Groups
Setting up appropriate security groups for your TMS instance is an important, and often overlooked, function of the system administrator. I have heard of many institutions that operate TMS using only the default groups, meaning that every user has system administrator privileges. Setting up security groups is more tedium than anything else; but requires two …
Putting the Umbrella Away
I like a nice clean user interface, unencumbered by extraneous options. I also like to restrict access to modules and fieldsets that our institution isn’t currently using, as a way of preventing “rogue” data entry. The Insurance Policy module is one such example, with our blanket policy there is no need for tracking this in …