Access Control
For specific modules, you can update the Access Control information in the destination shell templates from a source shell template.
To do so, you can use the Update Shell Templates toolbar option. After the update is completed successfully, all the selected destination shell templates will have the Access Control information updated.
The modules that do not exist in the destination shell template will get added.
Also, Groups or Users associated with the modules are added. The modules that exist in the destination shell template will have the Access Control information replaced. In this case, new Groups or Users that do not exist in the destination shell template will get added.
To access and work with the Update Shell Templates toolbar option:
- Go to the Company Workspace (Admin mode) > Templates > Shells > Projects.
- From the Projects Templates log or window, select and open a project.
- From the navigation pane, click Access Control to open the Access Control log or window.
- From the toolbar, click Update Shell Templates to open the Update Shell Templates window.
- From the Update Shell Templates window select as many records (modules, BPs, etc.) as you need, click the Update drop-down list, and select the Shell Templates menu item to open the Select Shell Templates pop-up window.
- From the Projects list (Projects - Current View: All), select the projects that you want to update, and click Update.
- Review the message that is displayed in the Confirmation window.
Update Shell Template with Access Control
- Module will be added if does not exist
- Users and Groups will be added if they do not exist
- Module permissions will be added or replaced
This will update selected shell templates and cannot be reverted. Do you want to continue?
Pay attention to the last line, which indicates that the update will be applied to the selected shell templates.
- Click Yes, if you want to update the selected shell templates, or click No, to cancel your update.
- If you click Yes, you will return to the Update Shell Templates window which you can close to return to the Access Control log or window.
In the Update Shell Templates window, when you select as many records (modules, BPs, etc.) as you need and click the Update drop-down list, the following menu items are available:
- Shell Templates
- All other Shell Templates
- History
The Shell Templates menu item is explained above.
All other Shell Templates
If you click the All other Shell Templates menu item, a Confirmation window opens with the following message:
Update Shell Template with Access Control
- Module will be added if does not exist
- Users and Groups will be added if they do not exist
- Module permissions will be added or replaced
This will update all other shell templates and cannot be reverted. Do you want to continue?
Pay attention to the last line, which indicates that the update will be applied to all of the shell templates.
Click Yes, if you want to update all of the shell templates, or click No, to cancel. When you click Yes in the Confirmation window, the selected modules Access Control information (permissions) will be sent (pushed) to all of the other shell templates of same shell type, excluding the current source shell template.
History
If you click the History menu item, the Update Shell Templates: History window opens. This window shows the details of the submitted update requests. This window provides details such as:
- Requestor's name (Requestor column)
- Selected shell templates (Shell Templates column)
- Date submitted (Submit Date column)
- Start date and time (Start Date column)
- End date and time (End Date column)
- Status of the job (Status column)
In the case of Access Control information, the history details the actions performed as part of Access Control information push to the destination shell templates (all shell templates or the user-selected shell templates).
In the case where in certain shell templates the job is not successful, the history details lists the shell templates where the update has failed and displays the reason for the failure.
Configuration Package and Access Control
For specific modules, you can send Access Control information of a component (or selection of components) into a destination shell template (or a selection of shell templates), from the source shell templates.
- If any of the selected components exists in the destination shell template, the Access Control information will be replaced in the destination shell template.
- If any of the selected components do not exist in the destination shell template, the Access Control information will be added in the destination shell template.
The associated Groups and Users will also be added into the destination shell templates.
See Also
Business Process and Workflow Setups
General Spends (SOV Structure)
Payment Applications (SOV Structure)
Summary Payment Applications (SOV Structure)
Reports (User-Defined Reports)
Last Published Monday, August 28, 2023