To create an access group we do the following
1. Go to Super -> Users
2. Click on the access group radio button
3. Type the name of the access group
4. Click on add
5. Click on the group name in the list (scroll if you dont see it)
6. Click on the edit icon to set permission for the group
7. Find the row for the module and click on the access level the group should have
To learn how to add users to the group see this FAQ: Add users to Access Groups
As a standard we recommend that AMS is setup with 1 access group per module and in NCR 2 groups to have different processors and verificators and also one Standard User group for a standard access to all users.
So Groups that should be added is:
- Controlled documents
- Audit
- Safety inspection
- Customer satisfaction
- Supplier evaluation
- NCR Processor
- NCR Verificator
- Standard Users
Access level should be set as this on each group
Access Group | Access Area | Access level |
Controlled Documents | Module: controlled documents | Approve |
Audit | Module: Audit | Approve |
Safety Inspection | Module: Safety Inspection | Approve |
Customer Satisfaction | Module: customer satisfaction | Approve |
Supplier evaluation | Module: supplier evaluation | Approve |
NCR Processor | Module: avvik | Approve |
NCR Verificator | Module: avvik | Approve |
Standard Users | All module areas that need access | Your choice of standard access |
Antenor will configure the access groups to be used in the workflow in modules so the users in these groups will be the users that are able to approve sections, and documents sent to approval to them.