Inheriting Further Settings

The inheritance settings determine how Further settings in the root format and local/global extensions are combined.

You can use these settings to partially or completely override the further settings in the rights hierarchy, see Rights Hierarchy.

To define further settings inheritance:

1. Load the access rights format that you wish to define the further settings inheritance for.
2. You can define further settings inheritance at the following levels:
   • For the entire rights format: Enable the Further Settings Inheritance check box (below the Further Settings checkbox).
     
     
     
   • For each info area: Right-click on the name of the desired info area in the tree and select Further Settings from the pop-up menu.

   The Further Settings dialog displays.

   
   
   
3. The following options are available:

   Under Appointment Distribution Settings:

   • Own appointments only: Only the user's own appointments are displayed for the rep.
   • Own group's appointments only: If the rep is a member of a group, only appointments for members of that group are displayed.
   • Subordinate group's appointments: If the rep is assigned to a group as the group leader, all subordinate reps' appointments are displayed.
   • All appointments: All appointments for all reps are displayed.
   Note: The settings defined here do not affect how the appointments in the Calendar or Day Overview are displayed. They apply to appointment distribution only. If a user clicks on the (Distribute) button in the daily overview or calendar, only those reps and groups are displayed that meet the selected criteria are displayed in the Distribution of Appointments, irrespective of the reps and groups selected in the Appointment Distribution dialog box.
   Use the options under Deny access to deny access to functions by the rep, group, station or login role:

   • Transfer to word processor / Single letter / Transfer to spreadsheet: Prevents users from transferring data to a word processor or spreadsheet application.

     If you enable only the Transfer to word processor and Transfer to spreadsheet options, users can create single letters but cannot transfer multiple records to external applications.

   • Mask generator / Desktop: Prevents users from customizing masks and defining desktops.
   • Define levels: Disables the Define Levels button in the desktop settings, preventing reps with these access rights from defining new levels.
   • Triggers in automatic selections: Prevents the use of triggers in automatic selections.
   • Station Access Rights: Station access rights are not applied to the rep or group.
   • Group Access Rights: Group access rights are not applied to the rep.

   Note: Station and group access rights can only be overridden by the administrator (SU).
4. Click Ok.
5. Click Save.