Managing Security in Vivaldi

Previous Managing Menus in Vivaldi

 

Managing Roles

You can create different roles that are used to give access to menus and permissions in forms.
  1. Navigate to Security>Roles.
  2. Select the 'Add' button.
  3. In the dialog, enter a unique role name.
  4. Optionally, you can specify an absolute or relative URL for a landing page for the role.  When users log in, this would be the first page they see.
  5. Optionally, you can set the role Active property to 'No' at any time to prevent this role from being used/available.  Users will be assigned to the role still, but the role will not be used to grant access to menu items or forms.

Adding Users

  1. Navigate to Security>Add User.
  2. In the dialog, enter a unique username and email address.
  3. Optionally, you can set the user Active property to 'No' at any time to prevent this user from logging in until you set it back to 'Yes.'

Managing Users

  1. Navigate to Security>Users.
  2. In this screen you can delete, edit, or add new users.

Assigning Roles to Users

Users can be assigned one or more roles.  If they are assigned to multiple roles, then Vivaldi will use the most permissive access of the combined roles.  For example, if Mary is assigned a role that only allows View access to Form 1, and another role that allows View, Insert, Edit to Form 1, then Mary will have View, Insert, and Edit access to the form.
  1. Navigate to Security>User Roles Assignments.
  2. Select the 'Add' button.
  3. Choose a role.
  4. Choose a user.
  5. Select 'Save' to add the assignment.

NextCustom Pages

Copyright © 2017 OpenGate Software Inc. All Rights Reserved.

MS Partner