wiki:UNIS/accessrights

Access Rights

Every individual record in UNIS has a set of access rights. The access rights define which users are able to see the record. There are four levels of access to a record:

  • None. Record is invisible.
  • Summary. Only basic information is visible; enough to make the user aware of the existence of a record, without exposing potentially confidential details (e.g. financial information). The record is also read only. For example, project summary information includes reference number, title, status and date received.
  • Read only. All information relating to the record is visible, but the user is unable to edit the record.
  • Full. All information relating to the record is visible, and the user is able to edit the record.

Access rights are applied to a record at four separate levels:

  • Global. This level is visible to ALL UNIS users. For example, if the global access level to a project is summary, this means that all users will be able to see only the basic project details, but they will not be able to edit the project.
  • Owner. The owner of a record will ALWAYS have full access to that record.
  • Contacts. Individual users can have access to a record. For example, User A could have full access to a project, whereas User B could have read only access.
  • Collections. I.e. groups of users. Individual collections of users can have access to a record. For example, one collection could have full access to a project, whereas another could have summary access.

Project Access Rights Example

The following screenshot shows the access rights for a Sunderland project:

  • Global is set to no access. This means that, by default, the project is hidden from all UNIS users.
  • The owner is "Val Ely", who has full access . This means that Val can see all project details, and is able to edit the record.
  • Contacts
    • As the owner, "Val Ely" has full access to the project.
    • "Paul Cranner" has read only access to the project. This means that Paul can see all project details, but is unable to edit the record.
  • Collections
    • "Sunderland Business Development Team" has full access to the project. This means that all individual users within this collection can see all project details, and are able to edit the project.
    • "KH Central Users" has summary access to the project. This means that all individual users within this collection can see only the basic project details, and are unable to edit the project.
Last modified 2 years ago Last modified on 16 Sep 2015 15:29:02

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