• Infomaxim has three Security models
    • Roles - used to determine the fundamental global rights of a user. This is the simplest model, adequate for deployment with just a few users.
    • Groups/User
      • Users can belong to Groups
      • Every item can have permissions based on Users and Groups
      • The rights of each User or Group can include
        • Read
        • Create/Edit
        • Publish/Share
      • Works in concert with Roles
    • Organisation Hierarchy
      • Each user belongs to an Organisation
      • Items created by anyone in that Organisation are visible to the user
      • No other items are visible to the user
      • Can be used in concert with Roles and Groups/Users
  • Only a user with a Role of Manager or Administrator can modify security rights for Users

Creating Users

You must be a Manager or Administrator to create or edit Users

  • Select Admin > Users
  • Choose Add
    • You must enter the Email and Password (The Email address is also used for email notifications.)
    • Choose the appropriate user Role:-
      • Guest - can View items, but not Create/Edit or Publish/Share
      • Reviewer - can View, Create/Edit, but not Publish/Share
      • Author - can View, Create/Edit and Publish/Share
      • Manager - same as Author, plus manage Users and Groups, and Export/Import Data
      • Administrator same as Manager, plus manage Database Dictionary
  • Optional fields
    • The Organisation field will show *only* if you have Organisation Hierarchy Security configured
    • Last Login will be updated automatically when the User logs in.

Creating Groups

You must be a Manager or Administrator to create or edit Groups

  • Select Admin > Groups
  • Choose Add
    • Enter the Group name

Putting Users in a Group

  • Edit a Group
  • Choose the User tab
  • Click Choose
  • Tick Users to Add
  • Un-Tick Users to Remove
  • Close the dialog box and review

Managing Security Permissions

When you see the Security tab, you can alter the permissions Users and Groups have in relation to that item

  • To manage Groups

    • Click Groups

    • Tick permissions you wish to add / un-tick to remove

    • Click Choose to add or remove Groups

  • To manage Users

    • Click User

    • Tick permission you wish to add / un-tick to remove

    • Click Choose to add or remove User

Cumulative Permissions

Where a user has rights that combine both User and Group permissions, both permissions will be considered in concert. For example, if a User has been applied to an item with no permissions and a Group has been applied to the same item with permissions, the User will have the permissions granted by virtue of membership to the Group.

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