Defining Access Rights and Default Values

Learn how to define access rights and set default vaklue for the rights.

Define access rights and default values for the branch offices:

1. Define station access rights for the branch offices containing the necessary restrictions, see Defining Access Rights in the CRM.core Administrator Guide.
2. Define the necessary default values in the server’s station access rights (see Default Values when Adding Records in the CRM.core Administrator Guide):
   • for the Central Login Configuration info area:

     1. Determine which modules should be available to offline users (e.g. Aurea CRM and web).

     2. Enter the server's station number in the Template (Station No.) field

     3. Save the default values.

     4. Click in the Central Login Configuration's Create Default cell again.

     5. Enable the Manage password globally check box.

   • for the Station info area: Select the Station Access Rights defined in step 1.
   • for the Communication info area: Select the communication format use to communicate between the offline station and server in the Comm.Format field. If you have defined input conditions in the communication format used to synchronize data (see Synchronizing using Input Conditions), you also need to enable the Synchronization field.
3. Define any additional default values, triggers and workflows used to add records in these info areas.
4. Save the access rights.

When automatically adding offline users, stations and communication connections, corresponding records are added based on the defined default values, see Adding Offline Users.