Configure User Security for Multiple User Accounts

If you configure users individually (not using user templates) and you need to mass assign security to multiple users (for example, you have added a new room and many of your users need access to the room), then you can use the User Security function. You can use the User Security function to mass assign security for categories, processes, rooms, and statues for multiple users that have been individually configured.

To mass assign security for queries to multiple users, you can do so from within the Query Builder. See the EMS User’s Guide for detailed information.

ClosedConfigure User Security for Multiple User Accounts 

  1. On the EMS menu bar, click System Administration > Security > User Security.

    The User Security dialog opens.

  1. In Type, select the item for which you are configuring user security — Category, Process, Room, or Status.

ClosedConfigure Mass User Security for a Category 

  1. In Category, select a category.

    The User Security dialog refreshes with a list of all individual users who do not have access to the selected category (the left Users list), and a list of all individual users who do have access to the selected category (the right Users list). Administrator users also display. By default, an administrator user has access to all categories in an EMS database, and therefore, this list is not enabled.

  1. On the left Users list, select the user, or Ctrl-click to select the multiple users who are to have access to the selected category, and then click the Move (>) button to move the selected users to the right Users list.
  2. Continue with other security configuration. Otherwise, click Close.

ClosedConfigure Mass User Security for a Process 

  1. In Process, select a process.

    The User Security dialog refreshes with a list of all individual users who do not have access to the selected process (the left Users list), and a list of all individual users who do have access to the selected process (the right Users list). Administrator users also display. By default, an administrator user has access to all processes in an EMS database, and therefore, this list is not enabled.

  1. On the left Users list, select the user, or Ctrl-click to select the multiple users who are to have access to the selected process, and then click the Move (>) button to move the selected users to the right Users list.
  2. Continue with other security configuration. Otherwise, click Close.

ClosedConfigure Mass User Security for a Room 

  1. In Building, select a building.
  2. In Room select the specific room in the building.

    The User Security dialog refreshes with a list of all individual users who do not have access to the selected room (the left Users list), a list of all individual users who have View and Book access to the selected room and a list of all individual users who have View Only access to the room. Administrator users also display. By default, an administrator user has access to all processes in an EMS database, and therefore, this list is not enabled.

  1. On the left Users list, select the user, or Ctrl-click to select the multiple users who are to have access to the selected room, and then click the Move (>) button to move the selected users to the appropriate Users list.

    EMS Enterprise has both the View and Book and the View Only access for user security. EMS Professional has just the View and Book access for user security.

    • View and Book – A user who has access to the Special - Edit Critical Booking Information process and who is assigned to this option can reserve the room, move an event into or out of the room, change the time or status of an event that is scheduled in the room, and add resources to events in the room.
    • The Special – View and Book Access On All Rooms process can be used as an alternative to manually assigning all rooms to the View and Book list.
    • View Only – A user who is assigned to this option cannot reserve the room, move an event into or out of the room, or change the time or status of an event that is scheduled in the room; however, as long as the user has access to the appropriate category and to the Special - Edit Booking Details process, the user can view events in the room and add resources to events in the room.
  2. Continue with other security configuration. Otherwise, click Close.

ClosedConfigure Mass User Security for a Status 

  1. In Status, select a status.

    The User Security dialog refreshes with a list of all individual users who do not have access to the selected status (the left Users list), and a list of all individual users who do have access to the selected status (the right Users list). Administrator users also display. By default, an administrative user has access to all statuses in an EMS database, and therefore, this list is not enabled.

  1. On the left Users list, select the user, or Ctrl-click to select the multiple users who are to have access to the selected status, and then click the Move (>) button to move the selected users to the right Users list.
  2. Continue with other security configuration. Otherwise, click Close.

 

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