Setup User Permissions for Users in Elda (Chrome) using User Access

Background

This knowledge base article provides a step-by-step guide on how to setup user permission for Elda (Chrome) using  User Access. User permission can be set by changing permissions individually or by using the Copy from another user function.

Before You Begin

• Ensure you have access to the User Access application. If you don't see User Access application in your available Elda (Chrome) shortcuts, you may need to request access to it. Please see our article on how to Request access to an Elda Application.
• Ensure you are logged into the Elda (Chrome) User Access application. See our article Getting Started with User Access for more.
  
  

Steps to follow

Set Up User Permission Individually

1. Select the user that needs access granted using the drop-down menu from the top of the User Access application. (For this example, we will use HarryC as the username.)
   
   
2. Select the Modules the user needs permission for in Elda (Chrome).
   PLEASE NOTE: The following information is essential to remember.
   1.  Permission Granted will be displayed by a check mark (✓) and the permissions not granted to the user will be displayed by a cross mark (X).
       
      
   2. Double-click on specific modules to grant permission to the user.
      
      User Access application displays these main modules that can be used to grant permission to users. These main modules can be further expanded to give user-specific permissions to each user.
      1. ARCHIVE
      2. Customer Information 
      3. Administration
      4. Sales
      5. Production
      6. Accounts 
      7. Report Module
         
         
         
3. Click on the Save Permissions button in order to keep your User Permission changes.
   
   

   User Access application will disable the Save Permissions button after the permissions are successfully saved.
   

Setup User Permission using Copy From Function

PLEASE NOTE: The Copy From... function in User Access is used when the new user needs to have the permissions of an existing user. This functionality allows system administrators to copy the user permission of an existing user and apply them to another user.

1. Select the user that needs access granted using the drop-down menu from the top of the User Access application. (For this example, we will use HarryC as the username.)
   
   
2. Click on the Copy From... button. This will open up the  Select User to Copy window.
   
   
   
3. Select an existing user from the Select User to Copy window and click on the OK button. This will copy the user permission from the existing user and apply it to our selected user. (For this example, we will use the existing user CharukaE and copy his permission to Harry C.)
   
   PLEASE NOTE:  We can filter the name of the existing user by typing in the first Letter of the existing user's name.
   
   
   
   1. Permissions of HarryC before using the Copy From... button.
      
      
   2. Permissions of HarryC after using the Copy From...button.
      
      
4. Click on the Save Permissions buttons in order to keep your User Permission changes.
   
   User Access application will disable the Save Permissions button after the permissions are successfully saved.