Changing the settings for a Role

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

 

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Changing the settings for a role

To change the settings for a role:

  1. Navigate to the Roles tab in the System Administration module.

  2. Expand the User-defined roles tree.

  3. For the role you want to change, expand the tree.

  1. 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.

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.

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.

Important note: If a Level 1 password is required for a feature, and if the Level 1 password has not been set for the configuration, the user will have full access to the option. For more details, see Passwords used by the Roles.

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.

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.

Important note: If a Level 2 password is required for a feature, and if the Level 2 password has not been set for the configuration, the user will have full access to the option. For more details, see Passwords used by the Roles.

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.

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 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.

To change the access level for any permission or group of permissions that displays one of the symbols shown above:

    1. Right-click that permission or group. This will display the Set Access Level window.

    2. Click the access level you want to apply to this permission for this role, and then click OK.

Permissions Described

Groups of permissions

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

Note: A role with access to delete a Range may still be prevented from deleting some ranges of information if this role does not also have access to delete individual types of information (Data, Standards/Processes, etc.)

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

Individual permissions

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

Dynamic Reports 2 module - Import reports and Import All Legacy reports

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 Dashboard

Edit/Open Dashboard

Manage Retrievals and Assign Retrievals to a Dynamic Report for Dynamic Reports 2

Edit Dynamic Report Design for Legacy Dynamic Reports

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 and Dynamic Reports 2

Prompt before viewing Report for Legacy Dynamic Reports

Change and Edit Rights >> Edit Filter

Edit Filters (SPC, DMS, Statistics)

Change and Edit Rights >> Edit Report Format

Edit Report Format (Statistics List, Data Columns, Detail Columns, Control Chart Data Grid Columns)

Edit and Save changes to Report Design for Dynamic Reports 2

Save changes to Report Design for Legacy Dynamic Reports

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, Dynamic Reports 2

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

In PC Collect, right-click on a data table and edit the data and traceability for a data record

Data Entry >> Edit Data OK

(Legacy modules only)

Data Entry >> Edit Note From Chart

In PC Collect, right-click on a data table and edit the note for a data record

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, Start & Stop GS Console Manager Groups

Allow the Start Python function in PC Collect

Allow the Start Group and Stop Group buttons in GS Console

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, use GainSeeker Utility module to Export All Control Files

Module Access >> Data Entry Template Designer, GainSeeker Inspections, & GS Console Manager Setup

Run the SPC Designer module

Run the GainSeeker Inspections module

In the GS Console Manager module, use the Set Up Colors button and the Set Up Groups button

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 the Dynamic Reports 2 module and the Legacy Dynamic Reports module

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

(Legacy) Run the Monitor module

Module Access >> PC Collect & GS Console

Run PC Collect, GS Console, and GS Console Manager modules

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 information to Clipboard

Send To >> Email

Send information to Email

Send To >> File

Send information to File

Send To >> Printer Or Editor

Send information to Printer, Application, Word, PowerPoint, Power BI, Excel, WordPad, MINITAB, JMP, 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

Changing the name of a role

  1. Navigate to the Roles tab in the Administration module.

  2. Expand the User-defined roles tree.

  3. Right-click on the role you want to rename, and then click Rename.

The New Role dialog box opens.

  1. Enter the new name for the role, and then click OK.

  1. Click the Submit button to finish changing the name of the role.