3.3 Usage Rights

Index

Access rights are recorded for each user!

After entering the employee's information, the 'Access rights' tab is selected. When logging in, the administrator gives users a personal username. The username contains information about what rights the registrar has. Therefore, it is necessary to carefully consider what rights each employee has before recording. Rights that are too narrow make it difficult to do work, but rights that are too broad can be a security risk.

User rights are divided into the following groups: Admin/Supervisor, Reports and Statistics, Customer Management, and Restrictions, which can be used to limit or specify rights.

Admin / Supervisor

  • Employee management allows you to add and edit employee information. These rights also open the Organization magazine for use. The action memo tab is always personal!

  • Access rights management allows you to edit access rights for yourself and other employees. In connection with this, you must also have Employee management rights!

  • Code management gives access to the code management page, which is used to define the codes deemed necessary by the organization.

Reports

Reports with rights can currently only be used for the PARkki report.

Supervisors and all employees who make customer records should have the right to customer reports, especially in investigative youth work. These reports only contain anonymous customer statistics.

Customer management

  • Viewing rights only give the right to read the customer's data, in which case the data cannot be changed. Change rights, on the other hand, allow you to add and change customer information.

  • The right to own customers gives you rights to customers to whom you have been added as an employee.

  • The right to customers of your own unit gives you rights to the customers of the unit that you have specified in your own information.

  • The right to all customers gives rights to the data of all customers.

These rights affect which customers appear on the front page, whose information can be changed and whose information can be seen in the customer list or other reports.

As a rule, only those employees who do actual customer work have the right to customer data, and even then, as a rule, only to the data of their own customers. The right to change for all customers comes into question most often in investigative youth work and small workshop organizations. You also need these rights if you want, for example, a site diary participation report of all workshop customers.

Reports to be handed over to the customer can be obtained with editing rights for the customer in question.

Trammels

  • No active rights removes all rights, even if other rights are selected. This selection prevents logging in completely!

  • Only reporting rights allow you to create a PARkki report and access your own data, but customer tools are disabled.

  • Only the processing of the customer's basic data removes the data of the customer's other tabs from view.

  • Only filling in the site diary allows only the customer's site diary to be recorded.

  • No memo rights removes the use of the memo tool from the customer management.

Restrictions can be used to limit/specify rights. If the reports are provided by, for example, an office worker, it is possible to give him only reporting rights - he can also, for example, record basic customer information, but not any other customer-related matters. At the workshop, on the other hand, one can wonder if only jobsite diary rights are enough for a work coach.