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1 Content
2 Introduction
3 Adding new employee
4 Adding password for new employees
5 Single User - Rights (Menue Items)
6 Single User - Rights (Context - Menue)
7 Creating User - Groups
8 Assignment of Rights to User - Groups
9 Password - Management
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In DaVinci you are able to set up special access-rights for users of the application.
This setup can be done on different User - levels
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- Group Rights
- grant / revoke access to certain parts of DaVinci for special user groups which can be set up inside DaVinci e.g. Accounting - – Department, Setup - Department
In the next step the rights themselves can be set up on different levels
- menue - – items
- Genesis menues
- Genesis actions
- actions from context - menue
The rights - – management should ensure to only grant access to application - – parts which are really needed by certain users or user - – groups.
The assignment of the user - / group - – rights can only be done by a "Super-User" in DaVinci
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Using Menue Basic Data > Employee a list - – menue appears showing you the already existing employees.
By clicking New - – Button empty dialogue will appear in which the data of new employee needs to be added
NOTE:
Option "Administrator"
if this flag is activated you will find two new functions when using Action - Button in menue Adress/Bookingsearch.
New menue - – items are:
- Post Purchase Prices
- Post Sales Prices
User with the activated option "Administrator" is able to post Purchse - / Sales - – Prices without printing an invoice.
When finished by using OK - – Button, the new added employee will appear in the employee - – list.
NOTE:
Each new added employee as default has all access rights.
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After new employee was added you need to assign a Login - – Passwort.
- Start DaVinci and login as the new added employee.
- Open menue File > User Rights > Password
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- Add old password (in case of new employee left blank), new password and repeat new password
- Click on OK - – Button
- Info - – Message will appear
Now Login is not possible anymore without using the correct password
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– Rights (Menue Items)
To set up certain user rights in DaVinci you should login as the employee who should be the "Super - – User" for DaVinci.
Now set up the certain rights for each other user.
If you do so, this user becomes automatically a "Super - – User" as you are taking out the rights only for other users.
Example:
(Taking out access - – rights to Services for Accounting - – Users)
New user "Administrator" created and used for Login.
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Menue Item Services is not activated for this employee and can not be used
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– Rights (Context
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– Menue)
For not necessarily having to revoke the complete access to a menue item you also have the possibility to revoke access to certain actions.
This means the access is revoked on a deeper level.
In former example the access to menue item Travel > Services was totally revoked.
The according employee isn't even allowed to have a look at it.
For some reasons it could be necessary to grant access to certain menue items for special employees BUT to deny performing certain actions inside of this menue item.
Example:
Revoke access to actions "Create new Group" & "Create New Booking Code" BUT access to menue Travel > Services is granted.
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Services are now available again for this users
BUT:
The actions "Create New Group" & "Create New Booking Code" are not accessible for the users.
Note:
The rights on "View" - – level are connected to a certain function inside DaVinci.
That means that if you revoke access to a certain action, this will revoke the access to other related things in the complete system.
Example:
Groups can be created on several levels
- catalogue
- groups
Once the the access is revoked for a certain user, it's completely revoked
- Context - – menue of catalogue:
- Context - – menue of Group
Group - – functions which are related to the services are not accessible for the user (Group - – functions for allotments / prices are still accessible)
You can also see it directly in menue File > User Rights > Rights
Access was revoked here
Automatically this setting is activated to all other related items.
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Instead of defining rights for every single user, it's also possible to create User - – Groups inside DaVinci.
Working with groups is much more comfortable as you can simply assign rights to a complete group of users.
To create a Group:
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- After clicking on OK the new Group will appear in the list
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– Groups
Example:
Revoke Access to Genesis Booking Mask for User - – Group "Accounting"
- Open menue File > User Rights > Rights
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- Revoke access to Genesis Booking Mask for the "Accounting" - – Group the same way as for single users.
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- Access to Genesis Mask is now denied for users that are assigned to Accounting - – Group
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– Management
In 1026 Password - – Handling has changed.
- Passwords are now encrypted inside database
When first starting 1026 each user is forced to change the password (this is necessary because during this process the encryption of the password will take place)
Following message will appear when logging into 1026
After that new Password - – Dialogue will open
Change of password will be confirmed
The new added password is now encrypted inside the database
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Password can now be changed directly inside this dialogue ( not needed to change via menue - – item File > Rights > Password )
Note:
This Button is only activated in the own profile of the user who is logged in or for the user in whose profile "Administrator" is activated.
Example1:
Employee "A" is logged in (no administrator) and opens properties of Employee "B".
"Password" - – Button is not active.
Example2:
Employee "A" is logged in (administrator) and opens properties of Employee "B".
"Password" - – Button is active.
Note:
As default password has to be changed after 30 days.
10 - 1 days before expiration the user will be informed by a pop-up-window.
