Defining a Reference User for Security

Objective

The Reference User function in User Groups Maintenance identifies a user which is used as a template in security when creating a new user.

All access rights (projects, employees and companies), access restrictions and access to fields will be copied from the reference user to the new user belonging to the same user group. The reference user's screen configuration will be used until it is changed by the newly created user.

A general reference user can also be defined (rather than by group) by identifying the user in General Settings. This general reference user will be used if no reference user is specified in the group. To configure screens, the reference user's screens will be used as long as they have not been modified by the user.

Prerequisites

User access must be defined by creating a record Security Management.
A user group must be created.

Steps

Define a reference user

maestro* > Maintenance > General Maintenance > Processing > Security Management

Select a user ID that will be used as a template. It is important to have configured the various access levels for the different tabs. For more information, refer to the help section on Security Management.
Click on the User Group Management icon to display the screen.

Specify a user ID in the Reference User field that will be used as a template for security.

Specify a user ID in the Reference User field that will be used as a template for security.

Click on Save to save the reference user.
Click on Exit to close the User Groups Maintenance screen.

Implementation

In the Security Management option, enter the name and user ID and select the user group.
Click on Save to save the new record.
A confirmation message is displayed on the screen asking you to confirm that the same access rights should be used as for the reference user.
Click on Yes to apply the same access rights.