From 4ae8593fef687703465306cfb2895c15f3bcccd9 Mon Sep 17 00:00:00 2001 From: John Cardinal Date: Mon, 17 Jan 2022 20:46:17 +0000 Subject: [PATCH] --- .../ayanova/docs/ay-biz-admin-migrate-v7.md | 6 ++++ docs/8.0/ayanova/docs/ay-biz-admin-roles.md | 29 ++++++++++++++----- docs/8.0/ayanova/docs/ops-profile.md | 2 +- 3 files changed, 29 insertions(+), 8 deletions(-) diff --git a/docs/8.0/ayanova/docs/ay-biz-admin-migrate-v7.md b/docs/8.0/ayanova/docs/ay-biz-admin-migrate-v7.md index 3bdb6a8a..a880cd75 100644 --- a/docs/8.0/ayanova/docs/ay-biz-admin-migrate-v7.md +++ b/docs/8.0/ayanova/docs/ay-biz-admin-migrate-v7.md @@ -204,6 +204,12 @@ All active users will need to have some settings made: Once Users are able to login they will need to subscribe to any [Notifications](home-notify-subscriptions.md) they require. The V8 Notification system is simplified from v7 and easier to set up but it can't be migrated as they are very different systems. +### Assign a User the Operations - limited role + +It is important to assign one or more regular (non I.T. department) AyaNova Users the `Operations - limited` role so that the automatic backup can be monitored and when necessary the various AyaNova server diagnostics logs and other information can be viewed as a second set of eyes on critical AyaNova server operations. + +This is particularly helpful when there is an outside I.T. person responsible for AyaNova as the `Operations - limited` role user can use their role to provide information to the outside I.T. person to help determine if they need to take care of something related to the smooth operations of the AyaNova server. + ### Customize Translations If you had previously been using a customized Locale in v7 read the important note regarding this in the section above. We recommend not using the migrated translation but rather replicating any changes needed in a copy of a v8 stock language translation and setting User's to _that_ translation rather than the one the v8Migrate has created. diff --git a/docs/8.0/ayanova/docs/ay-biz-admin-roles.md b/docs/8.0/ayanova/docs/ay-biz-admin-roles.md index 88532edc..619a99f8 100644 --- a/docs/8.0/ayanova/docs/ay-biz-admin-roles.md +++ b/docs/8.0/ayanova/docs/ay-biz-admin-roles.md @@ -8,7 +8,7 @@ For example a "Business administration" role can edit report templates but a "Bu This is useful to allow junior members of staff the ability to help other users in other departments by being able to look up information but not entrusted yet to change that information. -Roles can be layered, in other words you can add multiple roles to a single User account to grant access to multiple areas of AyaNova. When there are multiple roles the effective rights are those of all the _greatest_ (least restrictive) rights available to each role. In other words granting a limited role to a user doesn't take away any greater rights that come from another Role granted. +Roles can be layered, in other words you can add multiple roles to a single User account to grant access to multiple areas of AyaNova. When there are multiple roles the effective rights are those of all the _greatest_ (least restrictive) rights available to each role. In other words granting a restricted role to a user doesn't take away any greater rights that come from another Role granted. Typically, the smaller the shop the more roles each user will have and the larger the shop the fewer as each person generally has more specific responsibilities in a larger business. @@ -64,17 +64,32 @@ This user can also view Costs for rates and parts. This role is intended to be used by a Customer type user who is responsible for multiple AyaNova Customers. In most ways it's identical to a Customer role but has the ability to view workorders, create and view service requests for any Customer in AyaNova that shares the same Head Office as this User. -There is no limited version of this role. +There is no restricted version of this role. ### Inventory This role has full access to all items in the Inventory navigation pane as well as the Vendors navigation pane item. Inventory role does _not_ have access to any items in the Service, Accounting, Administration or Operations navigation pane areas. +`Inventory - restricted` read-only rights to access the same items as the full Inventory role. + +### Operations + +This role has full access to the `Server operations` navigation pane area and **no access** to any business related items in AyaNova. + +This role is intended for I.T. staff to manage and ensure the smooth running operations of the AyaNova server as well as configure various settings related to how the AyaNova server operates including managing the critical [Backup settings](ops-form-backup.md) to ensure fast disaster recovery. + +In other words this user can manage the server and check up on it but cannot view business data. + +`Operations - restricted` this is a read-only version of the Operations role and is generally set on any User who may be a regular business user of AyaNova but is also responsible for being a secondary operations person who needs to confirm the backup has run (for example) or view the server operations log when issues arise to determine if it's time to call in the IT person or not. + +There should always be a non I.T. User assigned with `Operations - restricted` role set as it is a critically important task to confirm the daily backup is operating as it should and a second set of eyes on the backup and server log is always desireable. + +### Sales + +This role is intended for the Sales department staff involved in selling service to customers. They have full access to Customers, Head offices, Quotes and read only access to Vendors, most Accounting and Service navigation pane items. + +`Sales - restricted` read-only rights to the above Sales role items. + ## How to set roles Roles are set through the [user edit form](adm-users.md#authorization-roles). - -00000000000000000000000000000000000 -#b4beta -todo: overview of roles, list of roles and how they work -NOT how to assign roles, that's in the form documentation for User or elsehwere, this is _about_ roles diff --git a/docs/8.0/ayanova/docs/ops-profile.md b/docs/8.0/ayanova/docs/ops-profile.md index 8e4af421..ee2d5592 100644 --- a/docs/8.0/ayanova/docs/ops-profile.md +++ b/docs/8.0/ayanova/docs/ops-profile.md @@ -3,6 +3,6 @@ primarily for tech support diagnosis in case of slowness only keeps last half hour of stats how to use: trigger slow operation, then go to this page right away and walk through looking for slow ness -take screenshot to provide tech support or give tech support a ops limited login so they can view it themselves +take screenshot to provide tech support or give tech support a ops restricted login so they can view it themselves