Change the default user rights to prevent all users from changing advanced features, such as creating process templates, changing custom fields, or deleting history entries. - From the Prinergy Administrator Tools menu, select Configure System.
- In the Configuration Options dialog box, click the User Rights tab.
- (Optional) If the user does not appear in the Users list, click Add User, type the person's Windows operating system user name, and click OK.
- Set the rights for a user:
- In the Users list, select the user.
To affect all users, select EVERYONE. - In the Rights for list, select the check box next to each right that you want the user to have.The following user rights are available:
Login | Grants Users login to Workshop rights | Delete History | Destroy history entries. Without this right, an [x] appears next to Destroy History Entries on the Tools menu in all windows in Workshop. | Change Job Type | Change a pre-job to a job or a job to a pre-job in Job Finder. Without this right, an [x] appears next to Move to Job (or Move to Pre-Job) on the File menu in Job Finder. | Destroy Job | Destroy jobs in Job Finder. Without this right, the user cannot destroy a job. If the user tries to destroy a job, an error message appears. | Edit Process Templates | Create, edit, and delete process templates and workflow templates. Without this right, an [x] appears next to Process Template Editor on the Tools menu of all windows. An [x] appears next to Edit, Rename, and Delete when you right-click a process template or workflow template in the Process Templates pane. | Edit Process Templates Per Task | Temporarily edit process templates from the Start Process dialog box. Without this right, the Edit Process Template button is inactive in the task's Start Process dialog box. | Lock Preflight Profiles | Lock preflight profiles to restrict editing by users. Without this right, the Locked option is disabled on the Preflight Profile Manager dialog box, allowing users to edit preflight profiles. | Manage Custom Fields | Create, modify, and delete custom fields for jobs and job elements. Without this right, the Custom Fields Manager dialog box appears in read-only mode. The user cannot create, modify, or delete custom fields. This permission does not affect a user's ability to enter values into custom fields. | Set Custom Field Values | Enter custom field values in Workshop. Without this right, the user cannot enter values into custom fields. For example, in a custom field called Salesperson, a user with the Set Custom Field Values right can enter the value Sandy in the Salesperson custom field. | Manage Rule Sets | Create, edit, delete, enable, disable, move, import, or export rule sets for Rules-Based Automation in Workshop. Editing includes the ability to add a description to a rule set. Without this right, the Rule Set Manager window and the Rule Builder window appear in read-only mode. This right does not affect a user's ability to start or view information about rule sets, including viewing all of the rule sets in Rule Set Manager, viewing the content of a rule set in Rule Builder, viewing the Rule Set Info dialog box that describes a rule set, viewing the RBA Status Web pages, and viewing the RBA Reference Web pages. If you use Prinergy Rules-Based Automation, do not give all users the right to work with rule sets. In other words, for the EVERYONE user, clear the check box next to Manage Rule Sets. |
- Click OK.
The user rights take effect the next time that the user logs on to the Prinergy system. |