Difference between revisions of "GX:Studio User Setup"

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(Initial Setup)
(Initial Setup)
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#'''[[GX:Studio:Setup Warehouse Security Permissions|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.
 
#'''[[GX:Studio:Setup Warehouse Security Permissions|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.
# '''[[GX:Studio:User Security Templates|User Security Templates]]''' - Next, create templates for Studio to assign to your users. The [[Studio:User Security Templates|User Security Templates|Studio:User Security Templates|User Security Templates]]''' - Next, create templates for Studio to assign to your users. The [[Studio:User Security Templates|User Security Templates]] screen has a button for both easily creating a default Studio user template and a default Studio admin template.&nbsp; 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&nbsp;(easily done through the use of the tool)&nbsp;before it is available for use in warehouse Y.&nbsp; 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.<br>
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# '''[[GX:Studio:User Security Templates|User Security Templates|Studio:User Security Templates|User Security Templates]]''' - This is a simple grid maintenance screen which creates and maintains security templates that can be assigned to a user. By clicking on the 'Template Management' tab along the top of the ribbon toolbar an additional set of features is available.
 
#Assign Security Templates to Users -&nbsp; Now that the templates are have been created, launch the [[GX:Studio:User Configuration Tool|User Configuration Tool|Studio:User Configuration Tool|User Configuration Tool]] screen.&nbsp; From there you can easily search for users and assign templates you have created in the current warehouse.&nbsp; Once a template has been assigned, that user can install and use studio with the assigned privileges within that warehouse.
 
#Assign Security Templates to Users -&nbsp; Now that the templates are have been created, launch the [[GX:Studio:User Configuration Tool|User Configuration Tool|Studio:User Configuration Tool|User Configuration Tool]] screen.&nbsp; From there you can easily search for users and assign templates you have created in the current warehouse.&nbsp; Once a template has been assigned, that user can install and use studio with the assigned privileges within that warehouse.
  
 
[[GX:Category:How To|Category:How To]]
 
[[GX:Category:How To|Category:How To]]

Revision as of 14:46, 14 December 2011

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


  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|Studio:User Security Templates|User Security Templates - This is a simple grid maintenance screen which creates and maintains security templates that can be assigned to a user. By clicking on the 'Template Management' tab along the top of the ribbon toolbar an additional set of features is available.
  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