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Purpose
Access to MetaField functionality is controlled using role-based security.
- MetaField authenticates users with Active Directory and Windows security.
- Only a MetaField Administrator can assign roles.
- Assign roles to users based on the activities they perform.
- Before users can access MetaField, they must be assigned to at least on role.
- Several standard roles are pre-loaded in the system.
- Administrators may create new roles with custom permissions.
Standard Roles
Role | Description |
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Administrator |
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Business Administrator |
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Field |
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Quality Control |
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Delivery |
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Lab |
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Utility |
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Assigning a User to a Role
To assign a user to a role:
- Select the Assign Users icon next to the appropriate role.
- Type in the employee’s Active Directory username, then select Add.
Creating a New Role
To create a new role:
- Select the Add Role button
- You will be prompted to give the role a Name and Description.
- Once the role appears on the Roles list, select the Reassign Permissions symbol to configure the permissions for your new role.
Assigning Permissions
- MetaField uses a check box tree to assign appropriate permissions. Each permission label, corresponds with its respective area within MetaField.
- By assigning a "check mark" on the permissions check box tree, the selected check mark will grant access to its respective area.
By removing a "checkmark" on the permissions check box tree, any unselected check boxes, will not grant access to the respective areas.
Item to Note | Example | Image |
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By selecting a "parent" check box permission, all children permissions will be granted. | Parent = Field (permission granted) Children = All activities within the Field module will be granted unless an individual permission is removed. | |
The permissions check box tree, use a "tri-state click cycle". |
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Removing User Access to an Individual Role
You can remove a user from a role by selecting the Assign Users icon and selecting the X by the users's name. You can also remove an individual from a role through the User tab.
Default Roles / Permissions
MetaField Roles and associated Permissions can be configured how your organization sees fit. Below are the default settings.