Updating Shells - Access Control Node

You can edit access control parameters and update across shells.

The Update Shell process runs in the background. Depending on the number of records and shells you are updating, it can take a considerable amount of time to complete. The process is complete when the End Date column in the Update History window shows the complete date.

Notes:

Modules are identified by name.
If the module exists in the shell, the module is updated, users/groups are created or updated, and permissions are updated for the module.
If the module does not exist, the module is added to the shell. Users/groups are created and permissions are created for that module.

To update access control using Update Shells:

Go to the Company Workspace tab and switch to Admin mode.
In the left Navigator, select Templates, and then select Shells.
Open the shell template to update.
In the shell-type template, navigate to Access Control and assign user or group permissions to the modules as needed.
Click the Update Shells button. The Update Shells window opens, displaying the list of modules for which the access control settings can be updated.
Select the module(s) that you want to update.
Click Update Shells and choose one of the following:
- Shells: You can use this option to select one or more shells to update. When the update window opens, it lists all shells in the project. You can use Find to isolate the shells you want to update. The find window contains data elements from the Find form that was designed. When you have isolated the shells to update, click the Update button and select either Selected Shell(s) or All Filtered Shells.
- All Shells: You can use this option to update all shells of that shell type.
- History: You can view the update history from past updates or cancel a request before the update begins.
An Alert window opens letting you know that you are about to push changes to the selected shells; there is no undo for the update.
Click Yes if you want to proceed with the update, or No to cancel.

Last Published Monday, October 7, 2024