AD - Creating a Template for User Permissions

Information

Everything a user can do within the system is determined by permissions and their end user/Agent designation. User templates are a predefined set of menu options, permissions, and the end user/Agent designation the system uses to create new user records.

Issuetrak comes with an End User Template that can be modified to grant everything your basic users need when created from AD. Conversely, the recommended best practice is to bring in all AD users with the same basic template, then use Issuetrak Groups to grant additional permissions.


Steps

To modify the existing End User Template, a user with the “Sys Admin” parameter or “Can access and maintain Administration functions” permission will need to:

1

Navigate to Administration > Users > Search

2

Change the Record Type from User to Template

3

Click Search

4

Edit the End User Template

5

Adjust the menu options and permissions as necessary

6

Click Update

The message “User successfully updated” will appear at the top of the page when the record is updated.

If you didn’t want to use the built in template, you can create a new template simply by going to Administration > Users > Add and make sure your record type is set to Template. You will also want to make sure to give the template a user ID, otherwise, Issuetrak will automatically assign a number as the user ID.

Issuetrak Groups allow you to grant permissions and/or the Agent designation to multiple users collectively, and often are associated to roles that the users need to have within Issuetrak. You can have as many groups as needed. To create Issuetrak Groups to grant higher permissions and/or the Agent designation:

1

Navigate to Administration > Groups > Add.

2

Enter a group ID in the field provided. (If left blank, a numeric value will be assigned by the system.)

3

Enter a display name for this group (e.g. “Managers Group,” “Technicians Group,” “Level II Support,” “CSR Group,” HR Administrators,” etc.) in the field provided.

4

Select whether members of this group should be designated as Agents or End Users.

5

Select your main organization in the field provided.

6

Select any additional menu options and permissions members of this group are allowed to see. (The base set of permissions will be granted through the End User template)

7

Click Save to save this record.

The message “Group successfully added” will appear when the record has been saved. Repeat these steps for each group to be represented within Issuetrak.

If the Agent designation is used, then you must have licenses available for all group members.


Applies To:

Issuetrak 9.9+