OASIS allows users to be divided into workgroups. For more users, this concept has little use. However, large companies or companies with different business models may need to organize different workgroups, which represent users in different offices or business models.
Using workgroups in OASIS does not enable "hard walls" between users of different workgroups. Therefore, if users of competing business models are to use OASIS, we recommend using different OASIS databases-- one per competing business model.
However, the workgroup in OASIS does allow multiple cooperating offices or business entities to work together. Some data is visible, but some information is not available, depending on access. In short, users will be able to view activity in other workgroups, but may or may not be able to view or update the full transaction.
Configuring User Workgroup Security
1. Navigate to the Configuration page.
2. Select "Users" from the drop-down list.
3. Open the needed user.
4. The "User Editor" will appear.
5. Select the "Security" tab.
6. Locate the workgroup settings line.
7. Customize settings as needed. Note: checking a box enables that setting.
- Create- user is able to create a workgroup.
- Read- user is able to read a workgroup.
- Update- user is able to alter a workgroup.
- Delete- user is able to delete an existing workgroup.
- View All- user is able to view all workgroups in reports and listings
- Reports- not used
- Admin- not used.
8. Select "OK."
Configuring User Workgroup Access
This feature was added to provide individual users full access to specific workgroups, including view access when they do not have full "view all" access, and to show a workgroup selection window when the user creates a new quote or order.
1. Navigate to the Configuration page.
2. Select "Users" from the drop-down list.
3. Open the needed user.
4. The "User Editor" window will appear.
5. Select the "Workgroup Access" tab.
6. Check this boxes corresponding to the workgroups you wish to give the user access to.
7. Select "OK."
Alternatively, the workgroup access tab for the user may be kept clear (no checks). Instead, give the user view all access for each application of OASIS. This would allow the user to view any transaction, but the transactions will default to the user's assigned workgroup, which is recorded on the "General" tab of the "User Editor" window. For more information, click here.
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