Casewise Suite - Access Rights and Power Levels (4294091)

Access Rights and Power Levels

If you are using the Casewise Suite in a multi-user environment, where many users access shared data from a central copy of Corporate Exchange, System Managers must set up all the users and specify which models those users can work on, and what level of access they should have to those models.

This section describes how Casewise Suite allows you to set permissions for users so that you can control the way specific users can work with models.

The section is divided into the following sub-sections:

Set up users, user groups, and access rights

This topic tells you how to use Corporate Exchange Access Manager to set up users and define which models they can see, and whether or not they can edit information within those models.

All Casewise Suite users must have a user name (i.e. they must be created as a User in Casewise Suite) to logon. Any User that is associated with a particular User Group will log on with the access rights associated with the group they belong to. 

Open Corporate Exchange Access Manager

You can use Corporate Exchange Access Manager to administer your models, Users, User Groups, Access Rights, and Extended Access Controls when working in a multi-user environment.

You must be a System Manager or model owner in order to open Corporate Exchange Access Manager.

To open Corporate Exchange Access Manager:

• In Model Explorer, switch to Administration View Collapsed To access this view, go to View > Administration.
• In the left-hand pane, select Models
• The models in your repository are listed in the right-hand pane
• In the right-hand pane, select a model
• Go to Tools > Corporate Exchange Access Manager...
• Corporate Exchange Access Manager opens.

You can also open Corporate Exchange Access Manager by clicking the Edit... button on the Access Rights tab when viewing the properties of any object.

To create a User with Corporate Exchange Access Manager:

Open Corporate Exchange Access Manager

• Select the Users tab
• All existing Users are listed
• Right-click in the Users list and select New...
• The New User properties dialog opens
• Enter a display name for the User in the Name field
• Enter a Logon Name
• Enter a Password
• Re-enter the Password tin the Confirm password field

Note: Normal Users can change their passwords, and should be encouraged to do so if they are using this password to logon to the system.

Set the user's Power Level

Note: There are four possible Power Levels, which partly determine the User's access rights. For example, a read-only User can only view models and cannot write to them.

• Click OK.

Create User Groups

To create a User Group with Corporate Exchange Access Manager:

• Open Corporate Exchange Access Manager
• Select the User Groups tab
• All existing User Groups are listed
• In the left-hand pane, right-click and select New...
• The right-hand pane lists all Users which exist in the selected User Group
• Right-click in the Users list and select New...
• The New User Group properties dialog opens
• Enter a name for the User Group in the Name field
• Click OK.

Create Users directly in a User Group

To create a User directly in a User Group with Corporate Exchange Access Manager:

• Open Corporate Exchange Access Manager
• Select the User Groups tab
• All existing User Groups are listed
• In the left-hand pane, select a User Group
• The right-hand pane lists all Users which exist in the selected User Group
• Right-click in the Users list and select New...
• The New User properties dialog opens
• Enter a display name for the User in the Name field
• Enter a Logon Name
• Enter a Password
• Re-enter the Password tin the Confirm password field

Note: Normal Users can change their passwords, and should be encouraged to do so if they are using this password to logon to the system.

Set the user's Power Level

Note: There are four possible Power Levels, which partly determine the User's access rights. For example, a read-only User can only view models and cannot write to them.

• Click OK.

Please note: Before a User or members of a User Group can view a model, the User or User Group must be assigned to the model.

To grant a User access to a model:

Open Corporate Exchange Access Manager

Select the Models tab

All Models in the repository are listed

In the Models pane, right-click the Model you want to enable a User to access and select Associations > Uses...

• The Associate Users dialog is displayed
• Click the New Link... button
• The Select Objects dialog opens
• Click Find Now

All User Groups in the repository are listed

You can use the Filter Objects controls to filter the list of Users

Select the Users you want to be able to access the model

• Click OK

The Select Objects dialog closes

The Access Right properties dialog opens

Select the Access Rights you want the User or Users to have for the model

See below Access Rights dialog for further information on what these Access Rights are and how they work

• Click OK

The Access Right properties dialog closes

• Click Close

The Associate Users dialog closes

The selected Users are granted access to the model.

You can also grant a User access to a model by selecting the User in either Model Explorer's Administration view or via the Users tab in Corporate Exchange Access Manager, and using the Associations functionality to associate the User with one or more models.

To grant a User Group access to a model:

Open Corporate Exchange Access Manager

Select the Models tab

All Models in the repository are listed

In the Models pane, right-click the Model you want to enable a User Group to access and select Associations > User Groups...

• The Associate User Groups dialog is displayed
• Click the New Link... button
• The Select Objects dialog opens
• Click Find Now
• All User Groups in the repository are listed
• You can use the Filter Objects controls to filter the list of User Groups
• Select the User Groups you want to be able to access the model
• Click OK

The Select Objects dialog closes

The Access Right properties dialog opens

Select the Access Rights you want the User Group or Groups to have for the model

See below Access Rights dialog for further information on what these Access Rights are and how they work

• Click OK

The Access Right properties dialog closes

• Click Close

The Associate User Groups dialog closes

The selected User Groups are granted access to the model.

You can also grant a User access to a model by selecting the User in either Model Explorer's Administration view or via Can change the owner of an object or design object.the Users tab in Corporate Exchange Access Manager, and using the Associations functionality to associate the User with one or more models. 

Access Rights dialog

When you assign Users or User Groups to a model (or models to Users or User Groups), the Access Rights dialog opens. It is on this dialog that you specify what Access Rights a User has for the specified model.

Any user can view the Access Rights they have by looking at the Model Explorer List pane (Detail option switched on).

The options the Access Rights dialog do not affect Administration objects. For models, only the Full Control option applies.

What each option allows:

Add Users to User Groups

To add Users to a User Group with Corporate Exchange Access Manager:

Open Corporate Exchange Access Manager

Select the User Groups tab

All existing User Groups are listed

In the left-hand pane, right-click the User Group you want to add Users to and select Associations > Users...

The Associate Users dialog is displayed

• Click the New Link... button
• The Select Objects dialog opens
• Click Find Now
• All Users in the repository are listed
• You can use the Filter Objects controls to filter the list of Users
• Select the User or Users to add to the User Group
• Click OK

The Select Objects dialog closes

• Click Close

The Associate Users dialog closes

The selected Users are added to the User Group.

Note: A User can exist in more than one User Group.