Add Users and Manage Access Rights

Flectra defines a user as someone who has access to a database to perform daily tasks. You can add as many users as you need and, in order to restrict the type of information each user can access, rules can be applied. Users and access rights can be added and changed at any point.

Add individual users

Go to Settings ‣ Manage Users and click on Create.

Fill in the form with the needed information. Under the tab Access Rights choose the group within each application the user can have access to.

The list of applications shown is based on the applications installed on the database.

When you are done editing the page and have Saved it, an invitation email is automatically sent to the user. The user must click on it to accept the invitation and create a login.

Note

Remember that subscription prices follow the number of users. Refer to our pricing page for more information.

With the Developer mode activated, User Types can be selected.

The Portal and Public options do not allow you to choose access rights. Members have specific ones (such as record rules and restricted menus) and usually do not belong to the usual Flectra groups.

Access Rights in detail

Activate the Developer mode, then go to Settings ‣ Users & Companies ‣ Groups.

Groups

When choosing the groups the user can have access under Access Rights, details of the rules and inheritances of that group are not shown, so this is when the menu Groups comes along. Groups are created to define rules to models within an application.

Under Users, have a list of the current ones. The ones with administrative rights are shown in black.

Inherited means that users added to this application group are automatically added to the following ones. In the example below, users who have access to the group Administrator of Sales also have access to Website/Restricted Editor and Sales/User: All Documents.

Important

Remember to always test the settings being changed in order to ensure that they are being applied to the needed and right users.

The Menus tab is where you define which menus (models) the user can have access to.

Access Rights rules are the first level of rights. The field is composed of the object name, which is the technical name given to a model. For each model, enable the following options as appropriate:

• Read: the values of that object can be only seen by the user.

• Write: the values of that object can be edited by the user.

• Create: values for that object can be created by the user.

• Delete: the values of that object can be deleted by the user.

As a second layer of editing and visibility rules, Record Rules can be formed. They overwrite, or refine, the Access Rights.

A record rule is written using a Domain. Domains are conditions used to filter or searching data. Therefore, a domain expression is a list of conditions. For each rule, choose among the following options: Read, Write, Create and Delete values.

Important

Making changes in access rights can have a big impact on the database. For this reason, we recommend you to contact your Flectra Business Analyst or our Support Team, unless you have knowledge about Domains in Flectra.

Multi Companies

The Multi Companies field allows you to set to which of the multiple companies database you hold the user can have access.

Note

Note that if not handled correctly, it may be the source of a lot of inconsistent multi-company behaviors. Therefore, a good knowledge of Flectra is required. For technical explanations refer to this documentation.

See also

• Multi Companies