Concepts

• Infomaxim has three Security models
  • Roles - used to determine the fundamental global rights of a user. This is the simplest model, adequate for deployment with just a few users.
  • Groups/User
    • Users can belong to Groups
    • Every item can have permissions based on Users and Groups
    • The rights of each User or Group can include
      • Read
      • Create/Edit
      • Publish/Share
    • Works in concert with Roles
  • Organisation Hierarchy
    • Each user belongs to an Organisation
    • Items created by anyone in that Organisation are visible to the user
    • No other items are visible to the user
    • Can be used in concert with Roles and Groups/Users
• Only a user with a Role of Manager or Administrator can modify security rights for Users

Creating Users

You must be a Manager or Administrator to create or edit Users

• Select Admin > Users
• Choose Add
  • You must enter the Email and Password (The Email address is also used for email notifications.)
  • Choose the appropriate user Role:-
    • Guest - can View items, but not Create/Edit or Publish/Share
    • Reviewer - can View, Create/Edit, but not Publish/Share
    • Author - can View, Create/Edit and Publish/Share
    • Manager - same as Author, plus manage Users and Groups, and Export/Import Data
    • Administrator same as Manager, plus manage Database Dictionary
• Optional fields
  • The Organisation field will show *only* if you have Organisation Hierarchy Security configured
  • Last Login will be updated automatically when the User logs in.

Creating Groups

You must be a Manager or Administrator to create or edit Groups

• Select Admin > Groups
• Choose Add
  • Enter the Group name

Putting Users in a Group

• Edit a Group
• Choose the User tab
• Click Choose
• Tick Users to Add
• Un-Tick Users to Remove
• Close the dialog box and review

Managing Security Permissions

When you see the Security tab, you can alter the permissions Users and Groups have in relation to that item

• To manage Groups

  • Click Groups

  • Tick permissions you wish to add / un-tick to remove

  • Click Choose to add or remove Groups

• To manage Users

  • Click User

  • Tick permission you wish to add / un-tick to remove

  • Click Choose to add or remove User

Cumulative Permissions

Where a user has rights that combine both User and Group permissions, both permissions will be considered in concert. For example, if a User has been applied to an item with no permissions and a Group has been applied to the same item with permissions, the User will have the permissions granted by virtue of membership to the Group.