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Setting up the user-role concept is done in PARTadmin -> category PARTsolutions -> ERP environment.
Central point of the user-role concept is the rights administration. See Section 1.3.9.9.1, “ Rights administration ”.
The rights and thus the user interface can be specifically designed so that part selection and new creation of parts can be controlled.
The corresponding dialogs are found under category ERP environment with the sub-categories User and Roles.
In the following the most important substeps for the creation of the user-role concept are described.
General notes on the concept can be found under Section 4.1.5, “ User-role concept”.
A detailed description on the creation of the single roles can be found under Section 4.12.2, “ Create and configure roles ”.
Create Database user in the database:
Create users via SQL scripting with the database: See Section 4.2.4, “Create database scheme and users for ERP (exemplified by MSSQL)”.
Create users via PARTadmin -> category ERP environment -> subcategory User in the dialog area Database user
Here you can directly access the database, if the login happens with admin password.
Create
users in PARTsolutions, in the
configuration file plinkusers.cfg
.
On the side of PARTsolutions users are stated under category ERP environment -> sub-category User -> dialog area User (in order to set up the role assignment afterwards).
All created
users are saved in the configuration file $CADENAS_SETUP/plinkusers.cfg
.
Each user is represented by its own block.
[ecat] GROUPS="ECAT1","ECAT2" GROUPORDER="ECAT1","ECAT2","ECAT3","ECAT4","ECAT5","ECAT6","LOC1","LOC2","LOC3" [location] GROUPS="LOC1","LOC2" GROUPORDER="ECAT1","ECAT2","ECAT3","ECAT4","ECAT5","ECAT6","LOC1","LOC2","LOC3"
Roles (groups) are managed under ERP environment -> Roles. Any rule, very complex ones as well, can be specified here.
Details on this can be found under Section 4.12.2, “ Create and configure roles ”.
The assignment of users and roles happens under category ERP environment -> sub-category User -> User-Role assignment
Under Rights administration -> tabbed page Assign rights -> ERP -> Configuration, assign users or groups a configuration.
Due to the "Assign rights" option you do not need a separate configuration (=ERP user) for each real user (user or group).
Configurations (=ERP users) are just specified by a list of roles. So if there are several "real users" (user or group) which may take the same roles, then you just need one configuration for this. Under Users/groups you can select Windows groups and/or Windows users, for example.
For example, at first you could define a group with less rights (see entries under Profiles) and then define a single user with more rights, which however is member of the same group. In order to avoid conflicts, assign a higher priority to the single user than to the group.