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How to limit tab/edit access to users?

How to limit tab/edit access to users?

Hello,

We recently built onto an existing database for our records to be stored alongside two other organizations. However, this means that all of the records are accessible to all users.

First, I'd like to learn how to limit the tabs in the catalogue module so that only the staff in my branch are able to see them. However, my attempts in learning how to do so have proved fruitless. I realise that it must be something done through what Group the members belong to, I just don't know what to type.

Second, as I also want to control who has the power to edit/delete/add new records to our database. I'm also interested in learning how to limit that access to users. Ideally, I'd only like them to have the ability to search and view the records but not have the power to change anything.

Thank you,
Gareth Evans
Government of Saskatchewan

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Re: How to limit tab/edit access to users?

Hi Gareth,

For the first question, this can be handled by the "Tabs|Default" registry. It has the format as:
Key1: Group
Key2: <group name>
Key3: Table
Key4: <table name>
Key5: Tabs
Key6: Defualt
Values: <tab1>
        <tab2>
        ...

For example, let's say you have a user group called "GroupB" for users from another organization, and you would like to restrict them from viewing "Media" Tab in Catalogue module.
First thing you will need to do is find the backend name of this Tab by click on the "Help", and select "What's this?"(You can also find this on the top right corner of the tab), click on one field, it will display the table name along with other information in the "KE EMu Help" window. The tab name you should see is "AllMediaTab"(for edit mode, and "QryMediaTab" for query mode) under Display Information.
Second step, open the registry module, search for GroupB to see if it has a previously set "Tabs" registry for catalogue table. If not, click on the "New" button to create a new record, enter the following to corresponding fields:

Key1: Group
Key2: GroupB
Key3: Table
Key4: ecatalogue
Key5: Tabs
Key6: Defualt
Values: All
        -AllMediaTab
        -QryMediaTab

The "All" value will grant the GroupB to have access to all Tabs in catalogue table first, then "-AllMediaTab" and "-QryMediaTab" will hide the Media tab in Edit and Query mode for GroupB. In this way, you can control the access to tabs for any user groups.
You can find more details by searching "Tabs|Default Registry" in EMu Help.


Regarding the second question, This is controlled by "Operations Registry".
Depending on whether it is user specific or group specific, it has the format:
Key1:User (Group)
Key2:<user name> (<group name>)
Key3:Table
Key4:<table name>
Key5:Operations
Value: permission1
       permission2
       ...

A list of permissions can be find in EMu Help by searching "Operations Registry"

In your case, if you would like GroupB only be able to view and search in catalogue module, you will add a registry like:

Key1:Group
Key2:GroupB
Key3:Table
Key4:ecatalogue
Key5:Operations
Value: daDisplay
       daQuery

daDisplay will give GroupB the permission to view the record, and daQuery allows them to search records. If you would like a specific user in GroupB to be able to edit and create records (user "egao" as example), you can add a user specific registry to overwrite the group specific registry.

Key1:User
Key2:egao
Key3:Table
Key4:ecatalogue
Key5:Operations
Value: daDisplay
       daQuery
       daInsert
       daEdit

daInsert allows user egao to create new records, and daEdit allows Edit records.
Hopefully my explanation answered your questions. Feel free to ask if you still have trouble on this.

Thanks,

Eric

Eric Gao (Axiell Toronto)
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Re: How to limit tab/edit access to users?

Hi Eric,

Thanks for the help.

However, a problem happens when I try to limit the tabs. In the search function, I'm able to see all the tabs I need to see. However, when I bring up a record, one of the tabs disappears (it also disappears when I try to create a new record). I don't know exactly why though as the accessibility setup is no different than any other.

The setup I have is:
Key1: User
Key2: gevans
Key3: Table
Key4: ecatalogue
Key5: Tabs
Key6: Default
Values: -All
+AllPrnTab
+QryPrnTab
+AllPrfTab
+QryPrfTab
+AllPrtTab
+QryPrtTab
+AllAsITab
+QryAsITab
+AllCntTab
+QryCntTab
+AllStaTab
+QryStaTab
+AllPITab
+QryPITab

+AllSitTab
+QrySitTab
+AllSLocTab
+QrySLocTab
+AllLegTab
+QryLegTab
+AllMedTab
+QryMedTab
+AllNotTab
+QryNotTab
+AllSecTab
+QrySecTab
+AllAdmTab
+QryAdmTab

The bolded tab is the one I'm missing and when I change the Value back to All, the tab is accessible when creating or editing a record. The PI tab is the only one that's missing and the only difference I see between that and the others is that the tab name is two letters instead of three.

Can you suggest a fix?
Thanks,
Gareth

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Re: How to limit tab/edit access to users?

Turns out it was a difference in the name of the tab. For Query, it was named PITab, but for the actual record itself, it was named HPITab.

Problem fixed!

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