GX:Studio User Setup

Whistle Studio GX Uses the same security model as your current ERP / Whistle system does. Users are created in the ERP system and then groups of warehouse level privileges called security templates are assigned using the User Configuration Tool.

The User Configuration Tool screen

An administrator is only allowed to assign privileges that are enabled in the current warehouse. To enable privileges in a warehouse, the administrator can use the Setup Warehouse Security Permissions tool. Once the privileges are enabled in a warehouse, the administrator can then build templates with them and assign them to other users with the User Configuration Tool|Studio:Setup Warehouse Security Permissions|Setup Warehouse Security Permissions tool. Once the privileges are enabled in a warehouse, the administrator can then build templates with them and assign them to other users with the User Configuration Tool.

The User Security Templates|Studio:User Security Templates|User Security Templates tool can be used to tailor the templates, both for creating new templates from the ground up or creating a default studio user templates. Each screen in Studio has its own distinct security privilege associated with it so that it can be easily be enabled or disabled.

Initial Setup

• Initial SQL setup script - Initial permission setup for the basic Studio screens can be achieved by running a SQL script provided by Coolearth. This script will grant whoever is to be the 'User Administrator' access to the following screens: Setup Warehouse Security Permissions, User Configuration Tool and User Security Templates|Studio:Setup Warehouse Security Permissions|Setup Warehouse Security Permissions, User Configuration Tool and User Security Templates.  With access to these screens, the 'Super User' can grant other users(including themselves) additional privileges as they see fit.

1. Setup Warehouse Security Permissions|Studio:Setup Warehouse Security Permissions|Setup Warehouse Security Permissions - This screen sets up additional permissions to be used and assigned within a warehouse. Once privilege has been enabled in a warehouse using this screen, you can then use that permission inside the other security screens.
2. User Security Templates - Next, create templates for Studio to assign to your users. The User Security Templates|Studio:User Security Templates|User Security Templates - Next, create templates for Studio to assign to your users. The User Security Templates screen has a button for both easily creating a default Studio user template and a default Studio admin template.  Template creation is done by a per warehouse basis, meaning that if you create a template in warehouse X you must first copy it to warehouse Y (easily done through the use of the tool) before it is available for use in warehouse Y.  To change your current company / warehouse, click the 'Current User Context' tab found along the top left corner of the window and use the drop downs to select the desired user context.
   
3. Assign Security Templates to Users -  Now that the templates are have been created, launch the User Configuration Tool|Studio:User Configuration Tool|User Configuration Tool screen.  From there you can easily search for users and assign templates you have created in the current warehouse.  Once a template has been assigned, that user can install and use studio with the assigned privileges within that warehouse.

Category:How To