Table Of Contents:

• Adding a New User
• Assigning Roles
• Changing a User's Password
• Setting Up Database Roles
• Dropping a Member from a Database Role
• Setting Permissions

Setting Up Users

see also:

• Changing your password
• About User Roles

Note: The Setup Users form is only available to the System Administrator (sa) account.

The Setup Users form allows you to do the following:

• Add and delete Metrix users
• Create roles for users and assign permissions to the roles
• Assign Metrix users to these roles

Adding a New User

1. Click Admin in the Navigation Menu.
2. Press Create New Login.
   
   Figure: Creating a New Login

   The Create New Login form will be displayed. This is where you enter information about the new user.
   

   Figure: Entering Details for New Login
3. Enter the login name and the full name of the user.
   Note: The login name cannot be more than 20 characters long.
4. Under Login Type, select Specific User Name and Password.
5. Enter a password in the Password and Confirm Password text boxes. The Password must be between 4 and 14 characters and cannot contain the following characters: *+=[]|\;:"<>,.?.
6. Press Create Login .
7. Press OK .
8. Press Close to close the Create New Login form.

The login will be added to the system.

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Assigning Roles

1. In the Users tab of the Setup Users, Roles and Permissions form, use the record navigation buttons (just below the Settings area) to find the user.
   
   Figure: Navigating Among Users

   The roles that have already been assigned to the user will be displayed in the Role(s) Assigned to the User area.

2. In the Role(s) Assigned to the User area, press Assign Role(s).
3. The Assign Role(s) form will be displayed.
   
   Figure: Assigning Account Roles to a Login Account
4. Click one of the roles listed and then press Assign Role.
   You will be prompted to confirm that you want to drop one role and add another.
5. Press Yes.
6. Press OK to confirm.
7. Press Close to close the Assign Role(s) window.

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Changing a User's Password

Note: Only the System Administrator or the user can change a password.
In the Users tab of the Setup Users, Roles and Permissions form, use the record navigation buttons to find the user.

1. Press Change Password.
   
   Figure: Changing the Password for a User

   The Change Password dialog box will be displayed. As the Administrator, you need to enter a new password, and confirm the new password, but you do not need to enter the old password.
   

   Figure: Creating a New Password for a User
2. Enter a new password and confirm it.
3. Press OK.
4. Press OK to confirm the change.

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Setting Up Database Roles

1. While on the Setup Users, Roles & Permissions form, Press the Roles tab.
   
   Figure: Viewing Database Roles and Associated Users
2. Press Add DB Role .
   
   Figure: Adding a New Database Role
3. Enter a name for the new role.
   The role name must include the word "Metrix" in it. If you don't type "Metrix" in the name, it will be automatically added.
4. Press Add Role.
5. Press OK.
   The new role will be added.

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Adding Database Role Members

You can associate an existing database role as a member of another database role. The database role will inherit the most restrictive permissions from the associated database role members.

1. Click on a database role title in the Database Roles area.
2. Press Add Member.
   
   Figure: Adding Members to a Database Role
3. Select the additional database role(s) that you wish to add.
4. Press Add Member .
5. Press Yes in the Add Member to Role dialog box.
6. Press the OK button to confirm in the Add Member to Database Role dialog.
7. Press Close.

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Dropping a Member from a Database Role

You may need to drop a member from a database role, particularly if you are concerned about that role having too few restrictions.

1. Click on a database role title in the Database Roles area.
2. Click on the member title that you wish to drop.
   
   Figure: Dropping Members from a Database Role
3. Press Drop Member .
4. Press Yes to confirm that you wish to drop the member.

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Setting Permissions

Permissions are used to grant and/or restrict access to certain forms and data for groups of users, defined by their role. Permissions are set at the role level. The System Administrator can currently set permissions for the MetrixAdmin and MetrixUser accounts.

1. While on the Setup Users, Roles & Permissions form, press the Permissions tab.
   
   Figure:Selecting a Role and Changing Permissions
2. Click on a role title in the Database Roles area to view a group's permissions by selecting the name.
3. Press Change Permissions for Roles to edit the permissions for the selected role.
   The Permissions for Database Role form will be displayed. This is where you select the different database objects and specify the type of permission (SELECT, DELETE, INSERT, UPDATE, EXECUTE) that you wish to grant to that role.
   
   Figure: Selecting Objects to Set Permissions for a Database Role

   You can also set permissions at the column level by selecting an object and then pressing Column Permissions.
   The Column Level Permissions form will display the columns for the selected object.
   

   Figure: Setting Column-level Permissions for a Database Role

Any changes you make to column-level permissions are immediate. Edit the column permission settings directly in the Column Level Permissions form and then press Close . Repeat this for all column-level permissions that you wish to change.

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