You can change the settings and change the name for any user-defined role, but not the names or settings for the pre-defined roles
Contents [Hide] |
To change the settings for a role:
Navigate to the Roles tab in the System Administration module.
Expand the User-defined roles tree.
For the role you want to change, expand the tree.
Find the individual permission or group of permissions for which you want to change the Access Level.
For each individual permission that displays one of the following symbols on this tree, you can set the Access Level. For some of the permissions, your choice of access levels may be limited to Full Access and Deny Access.
Symbol |
Access level |
Description |
|
Full Access |
This feature is available to the user, and the user is not prompted to enter a password when they access this feature. |
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Login Password |
If a login password has been set for the user, the user must enter this password before they can use this feature. This is useful in the case where GainSeeker may run unattended at some workstations. You can set this access level for features that should be available to GainSeeker users but not to others who share the GainSeeker workstation. |
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Level 1 Password |
If a Level 1 password has been set for the configuration, the user must enter the requested password before they can use this feature.
This is useful for features that should be unavailable to most GainSeeker users but easily accessible to power users who know the Level 1 password. |
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Level 2 Password |
If a Level 2 password has been set for the configuration, the user must enter the requested password before they can use this feature.
This is useful for features that should be unavailable to most GainSeeker users but easily accessible to power users who know the Level 2 password. |
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Deny Access |
The user cannot use this feature. |
For each group of permissions that displays the or symbol, you can set the Access Level for the group to Full Access and Deny Access:
If a group is set to Deny Access, then the user will be denied access to all of the individual permissions in that group – regardless of the Access Level assigned to each permission.
If you expand a group that is set to Deny Access, all of the individual permissions in that group have symbols that are shaded red, as shown in the example below. This represents that the user will be denied access to the permissions in this group.
If a group is set to Full Access, then the Access Levels for the individual permissions in the group will be applied to these program functions.
To change the access level for any permission or group of permissions that displays one of the symbols shown above:
Right-click that permission or group. This will display the Set Access Level window.
Click the access level you want to apply to this permission for this role, and then click OK.
Group |
Includes |
|
Add Rights |
Permissions for entering new items in GainSeeker |
|
Change and Edit Rights |
Permissions for changing items that are already stored in GainSeeker |
|
Chart Menu |
Permissions to use functions that may be available when the user right-clicks on a chart |
|
Data Entry |
Permissions to use menus and other functions that may be available in the SPC Data Entry and/or DMS Data Entry modules |
|
Delete Rights |
Permissions for deleting items that are already stored in GainSeeker
|
|
Miscellaneous |
Other permissions, such as the ability to change a user's password or to save changes as the new default |
|
Module Access |
Permissions for logging in to different GainSeeker modules |
|
Send To |
Permissions for sending charts and other items to destinations such as clipboard, e-mail, file or printer |
|
Setup Menu |
Permissions to access various commands on the Setup menu in some GainSeeker modules |
This describes what each permission affects in current GainSeeker modules.
It does not describe the impact of these permissions on Legacy GainSeeker modules such as SPC Data Entry, DMS Data Entry, SPC Charts and Reports, DMS Charts and Reports, or Enterprise Dashboard.
Permission |
Affects |
Add Rights >> Dashboards |
Create new Dashboard (or Copy Dashboard) |
Add Rights >> Data |
Adding Data or Notes |
Add Rights >> Desktops |
Save Static and Dynamic Desktops |
Add Rights >> Filters |
Create new Filter (or Copy Filter) |
Add Rights >> Report Formats |
Create new Report Format (or Copy Report Format) including Dynamic Reports, Inspections, Dashboards, Dashboard Retrievals, statistics lists, and data & detail columns formats |
Add Rights >> Sessions |
(Legacy modules only) |
Add Rights >> Standards and Processes |
Add Standards and Processes |
Change and Edit Rights >> .Launch Settings |
Edit .Launch settings |
Change and Edit Rights >> Allow overrides >> Chart settings |
Show Chart overrides branch on Settings dialog in GainSeeker Charts |
Change and Edit Rights >> Allow overrides >> Retrieval and configuration settings |
Show Retrieval/Configuration branch on Settings dialog in GainSeeker Charts |
Change and Edit Rights >> Allow overrides >> Standard settings |
Show Standard overrides branch on Settings dialog in GainSeeker Charts |
Change and Edit Rights >> Anchor |
Edit the Anchor Point value of a Data Record |
Change and Edit Rights >> Background Picture |
(Legacy modules only) |
Change and Edit Rights >> Bypass |
Edit the Bypass value of a Data Record |
Change and Edit Rights >> Corrective Action |
Edit Corrective Action (Event, Cause, Action Taken) of a Data Record |
Change and Edit Rights >> Current Report |
Change Statistics List report format that is displayed |
Change and Edit Rights >> Dashboard or Dynamic Report Before Viewing |
Edit Dynamic Report, Edit Dashboard, or Edit/Open Dashboard |
Change and Edit Rights >> Data |
Edit Data Record values (including Traceability values) |
Change and Edit Rights >> Data Table Columns |
Change Data Columns report format that is displayed |
Change and Edit Rights >> Desktop/Report Values (prompt for changes) |
Edit/Open for Desktops; Prompt before viewing Report for Dynamic Reports |
Change and Edit Rights >> Edit Filter |
Edit Filters (SPC, DMS, Statistics) |
Change and Edit Rights >> Edit Report Format |
Edit Report Format (Dynamic Reports, Statistics List, Data Columns, Detail Columns, Control Chart Data Grid Columns) |
Change and Edit Rights >> Fonts and Colors |
(Legacy modules only) |
Change and Edit Rights >> Locked Items |
Allow user to edit Locked items in GainSeeker Inspections, Python Scripts, Chart Skins, Dashboard retrievals, Dashboards |
Change and Edit Rights >> Monitor Status |
(Legacy modules only) |
Change and Edit Rights >> Notes |
Edit the Note of a Data Record |
Change and Edit Rights >> Show Bypass On List |
(Legacy modules only) |
Change and Edit Rights >> Standards and Processes |
Edit a Standard or Process |
Chart Menu >> Chart Titles |
Change the Chart Titles |
Chart Menu >> Define Button For Chart Titles |
(Legacy modules only) |
Chart Menu >> Display Options |
(Legacy modules only) |
Chart Menu >> Group Data |
Change Group Data (SPC, Pareto, DPU, OEE) |
Chart Menu >> Legend |
View Chart Legend |
Chart Menu >> Scaling |
Change/Use Chart Manual Scaling |
Chart Menu >> Variation Or Drill-Down Wizard |
Run Variation or Drill-Down Wizards |
Data Entry >> Edit Data From Chart |
(Legacy modules only) |
Data Entry >> Edit Data OK |
(Legacy modules only) |
Data Entry >> Edit Note From Chart |
(Legacy modules only) |
Data Entry >> File Close |
(Legacy modules only) |
Data Entry >> File Exit |
(Legacy modules only) |
Data Entry >> File Open >> Planned Session & Planned Inspection |
(Legacy modules only) |
Data Entry >> File Open >> Quick Start |
(Legacy modules only) |
Data Entry >> File Open >> Stored Session |
(Legacy modules only) |
Data Entry >> File Open >> Template & Inspection |
(Legacy modules only) |
Data Entry >> Power Tools Menu >> Data Entry Designer |
(Legacy modules only) |
Data Entry >> Power Tools Menu >> Data Entry Planner |
(Legacy modules only) |
Data Entry >> Power Tools Menu >> Priority List Editor |
(Legacy modules only) |
Data Entry >> Session Menu >> Data Entry |
(Legacy modules only) |
Data Entry >> Session Menu >> Date Time |
(Legacy modules only) |
Data Entry >> Session Menu >> Real Time |
(Legacy modules only) |
Data Entry >> Session Menu >> Refresh |
(Legacy modules only) |
Data Entry >> Session Menu >> Skip Characteristics |
(Legacy modules only) |
Data Entry >> Session Menu >> Statistics |
(Legacy modules only) |
Data Entry >> Session Menu >> Undo! |
(Legacy modules only) |
Data Entry >> Setup DMS Data Entry Options |
(Legacy modules only) |
Data Entry >> Switch To Full Trace List |
(Legacy modules only) |
Data Entry >> Terminate Timed Session |
(Legacy modules only) |
Data Entry >> View Hidden Templates |
(Legacy modules only) |
Delete Rights >> Audit Trail |
Delete an Audit Trail record |
Delete Rights >> Dashboard Retrievals |
Delete Dashboard retrievals (also need Delete Rights >> Report Formats) |
Delete Rights >> Dashboards |
Delete Dashboards (also need Delete Rights >> Report Formats) |
Delete Rights >> Data |
Delete a Data Record or a Note from a Data Record |
Delete Rights >> Desktops |
Delete a Desktop |
Delete Rights >> Filters |
Delete a Filter |
Delete Rights >> Monitor records |
(Legacy modules only) |
Delete Rights >> Planned Sessions |
(Legacy modules only) |
Delete Rights >> Range |
Delete a Range of Data, Standards, or Process Specifications |
Delete Rights >> Report Formats |
Delete Report Format (Dynamic Reports, Statistics List, Data Columns, Detail Columns, Control Chart Data Grid Columns, Dashboard, Dashboard Retrievals, Inspections, Planned Inspections) |
Delete Rights >> Standards and Processes |
Delete Standards, Processes, or Process Specifications |
Delete Rights >> Stored Sessions |
(Legacy modules only) |
Miscellaneous >> Add and Edit Python Scripts |
Add or Edit Python Scripts |
Miscellaneous >> Execute Non-Embedded Python Script |
Allow the Start Python function in PC Collect |
Miscellaneous >> Modify Login >> Change Configuration |
Change Configuration from File menu in most modules |
Miscellaneous >> Modify Login >> Change Password |
Change Pasword from File menu in most modules |
Miscellaneous >> Modify Login >> Login or Logout |
Login from File menu in most modules |
Miscellaneous >> Monitor Database Integrity |
(Legacy modules only) |
Miscellaneous >> Monitor Options Menu |
(Legacy modules only) |
Miscellaneous >> Reset Password Utility >> Show Passwords That Are Not Expired |
Show passwords that are not expired |
Miscellaneous >> Reset Password Utility >> Show Passwords That Never Expire |
Show passwords that never expire |
Miscellaneous >> Save As Default >> Local |
(Legacy modules only) |
Miscellaneous >> Save As Default >> Shared |
(Legacy modules only) |
Miscellaneous >> See all users, roles and configurations |
Allow user to view users, roles, and configurations other than his/her own in the Administration module |
Miscellaneous >> View Audit Trail tab - Data |
Show Audit Trail tab on Edit Data dialog (if applicable) |
Miscellaneous >> View Audit Trail tab - Standards |
Show Audit Trail tab on Edit Standard dialog (if applicable) |
Miscellaneous >> Web Access >> Links |
Allow user to click links on Help menu and Help About dialog |
Miscellaneous >> Web Access >> Update Notification |
Allow user to check for updates from Help menu |
Module Access >> .Launch |
Run .Launch |
Module Access >> Administration |
Run the System Administration module |
Module Access >> Data Entry Template Designer & GainSeeker Inspections |
Run GainSeeker Inspections |
Module Access >> DMS Charts & Reports |
(Legacy) Run the DMS Charts & Reports module |
Module Access >> DMS Data Entry |
(Legacy) Run the DMS Data Entry module |
Module Access >> Dynamic Reports |
Run Dynamic Reports |
Module Access >> Enterprise Dashboard |
(Legacy) Run the Enterprise Dashboard module |
Module Access >> GainSeeker Charts (SPC, DMS, Dashboard) |
Run GainSeeker Charts |
Module Access >> GS Analyze |
Run GS Analyze |
Module Access >> Import Export |
Run Import/Export Data from GainSeeker Utility |
Module Access >> Monitor |
Run the Monitor module |
Module Access >> PC Collect |
Run PC Collect |
Module Access >> Planner |
(Legacy) Run the Planner module |
Module Access >> SPC Charts & Reports |
(Legacy) Run the SPC Charts & Reports module |
Module Access >> SPC Data Entry |
(Legacy) Run the SPC Data Entry module |
Module Access >> Utilities >> Audit Trail |
Run Audit Trail from GainSeeker Utility |
Module Access >> Utilities >> Note Manager |
Run Note Manager from GainSeeker Utility |
Module Access >> Utilities >> Pervasive Tools |
Run the Pervasive Tools module |
Module Access >> Utilities >> Priority List Editor |
Run Priority List Editor from GainSeeker Utility |
Module Access >> Utilities >> Reset Password Utility |
Run Password Reset Utility |
Module Access >> Utilities >> SQL Utility |
Run SQL Utility from GainSeeker Utility |
Module Access >> Utilities >> Standard Duplicator |
(Legacy) Run the Standard Duplicator |
Module Access >> Utilities >> Standard Utility |
Run Standard Utility from GainSeeker Utility |
Module Access >> Utilities >> Transfer Utility |
Run Report Transfer from GainSeeker Utility |
Send To >> Clipboard |
Send data to Clipboard |
Send To >> Email |
Send data to Email |
Send To >> File |
Send data to File |
Send To >> Printer Or Editor |
Send data to Printer or Editor (like NotePad) |
Setup Menu >> Corrective Action Lists |
Edit Corrective Action Lists (Event, Cause, Action Taken) from GainSeeker Charts, GainSeeker Inspections, and PC Collect |
Setup Menu >> MINITAB Chart Windows |
Setup MINITAB links in GainSeeker Charts |
Setup Menu >> Processes |
Edit Processes from GainSeeker Charts, GainSeeker Inspections, GainSeeker Utility, and PC Collect |
Setup Menu >> Standards |
Edit Standards from GainSeeker Charts, GainSeeker Inspections, GainSeeker Utility, and PC Collect |
Setup Menu >> Store Gates |
Store Gates from current data retrieval in GainSeeker Charts |
Setup Menu >> Store Target Values |
Store Target value from current data retrieval in GainSeeker Charts |
Setup Menu >> Traceability Lists |
Edit Traceability Lists from GainSeeker Charts, GainSeeker Inspections, and PC Collect |
Navigate to the Roles tab in the Administration module.
Expand the User-defined roles tree.
Right-click on the role you want to rename, and then click Rename.
The New Role dialog box opens.
Enter the new name for the role, and then click OK.
Click the Submit button to finish changing the name of the role.