Users, Groups and Security

The user register must be the first register to be filled out. Later, these users will be informed as people in charge in other registers, such as: Scorecard and Action Plans.

Only system administrators can change this register, as well as define Groups and Security (permissions) for users.

Users

Users are those who access the tool and receive action plans to be carried out.

Procedures

Registering a new user:

1. Click Tools.
2. Double-click User Register.
3. In User folder, click New.
4. Enter:
• User: Define name of the user. This name is used to access the system and works as an identification for the user.
• Name: Enter full name of the user.
• Position: Position of the user.
• E-mail: E-mail address of the user to be used for e-mail delivery (optional).
• Telephone: Personal or commercial phone number.
• Extension: User extension.
• Active User: Definition of whether user can access the system.
• Administrator: Definition of whether user will have access to SGI without restrictions, such as an administrator.
• Change Password: Enter password (minimum of 4 and maximum of 12 characters) and confirm it.
5. Click Save and a new User Register is opened.
6. Double-click the new user registered.
7. Click Edit.
8. Click Security folder.
9. Define security rules for the new user with same options of the group

(Scorecard folder is detailed in Scorecard Register).

10. Click Work Area folder.
11. Enter the view mode of work area. The system default is Window mode, which can be changed to Folder. Do the same for tool options.
12. By default, Scorecarding is displayed in the main page.
13. Click Save to save user information.
14. To add users to a group, open the group register.
15. Click Edit.
16. Click Users folder.
17. Click +.
18. Choose users to be part of this group, changing them from available users to chosen users.
19. Click OK and then Save.
• All users may change their password just by entering the Tools menu and editing the password. The view mode can be defined if the security rule Customization is active. The menu displays only items to which the user has view or maintenance permissions.
• The security options for the Action Plan, Projects, Scorecarding and Reports have by default the viewing permission enabled. Edit it according to the company requirements.

User Groups

First you have to define whether user groups will exist. Once they are defined, user groups help when there are many users with the same security rules, since you just have to define those rules for the group (not individually). Thus, you reduce time spent with security definitions.

Procedures

Registering a new group:

1. Click Tools.
2. Double-click User Register.
3. Select Groups folder.
4. Select New.
5. Enter:
• Name: A single name for this group
• Description: Description of this group
• Active: This option must be checked if the group is to be active right after its creation.
6. Click Save.
7. Close the new register and double-click the new group.
8. Click Edit.
9. Click Security folder.
10. Define security levels for each entity displayed. There are four options:
• Viewing: Information of these entities can be viewed only.
• Add: Enables addition operations.
• Edit: Enables edition operations.
• Delete: Enables deletion operations.

Those options are associated to the view of Indicator Spreadsheet, that is, the respective folder is displayed only to users with permission in one or more options displayed.

11. Click Save.
12. Safety