Document Name Cloud – Menu Auth Settings Guide Author  Jess Portugal Publish Date 07/01/2019 Version 1.1 Reference   

 

1. Version Information 

 

Date Author  Update Information Version 07/01/2019 Jess Portugal 1st Draft 1.0 23/10/2019 Jess Portugal 2nd Draft 1.1 20/04/2023 Jess Portugal 3dr draft 1.2
 
 

2. Document Purpose & History

 

This document is intended to provide the reader with the required steps on how create the correct authorisation to the menus for a customer user or customer manager login.

 

Cloud- Menu Auth Settings Guide

 

 

On Cloud, you can set a customer user or customer manager login with restricted access.

 

First y,ou would create an admin account. That will be the person you are giving access to.
 
Go to Manager Account and click on Add.
 
Enter the Admin name, email, ID and password.
 
 
 
 

The person will then log in with Administrator ID and Password set above.

 

If they try to log in now, they will have access to all the Customer Manager Portal. You need to follow the next steps to restrict access to that admin login.

 

Under Menu Auth Settings, you can select if you want to set a user or a manager.

 

 

You can create a new authorisation rule by right-clicking the Customer Manager folder.

 

 

Once it is created, you can select and rename it in the Auth Role Name section.

 

 
Going to the Auth Menu, you will add the menus that they will be able to access.
 
 
 
Select menus you can give them access.
 
You can select multiple menus by pressing CTRL + clicking on the option.
 
 
It can be the whole menu or a section of them.
 
To select a section, you have to select the folder and the item you want to add, as shown in the User + User Setup below:
 
If you do not select the section’s folder as well, it won’t save.
 
 
In the Auth Role Member, you can add the accounts to this rule. 
 
Click on add.
 
 
Then you can select the admin accounts to this Auth Role.
 
Only then, this admin account will have its access restricted to whatever is set under Auth Menu.
 
 
 
 

 

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