User Accounts > Modules |
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Use the Modules page (off the System menu) to add, update, and delete modules and assign features of a base module to each module.
To add, view, or update a module, do the following:
1.To add a module or search for a specific module, complete one or both of the following boxes. Or simply click [SEARCH] to view a list of all modules.
In this box... |
Do this... |
Module Name |
Type the module name that you want to add or search for. Leave blank to search for all modules. |
Module Description |
Type the module description that you want to add or search for. Leave blank to search for all modules. |
2.Click one of the following buttons:
Click this button... |
To... |
SEARCH |
Search for modules. |
ADD |
Add the module or module description you typed in the box. |
3.If you clicked [SEARCH], the search results page appears. Otherwise, if you clicked [ADD], continue with Step 5.
In the search results, locate the module you want to view, update, or delete:
•You can sort the results by clicking the column labels.
•If there are more results than can fit on the page, use the right arrow to view the next pages. Then use the left arrow to go back to the previous pages.
4.Select the module that you want to view, update, or delete by clicking the radio button in the far-left column of that row. Then, click one of the following buttons:
Click this button... |
To... |
ADD |
Add a new module if it does not already exist and you searched for all modules in Step 1. |
VIEW |
View or update the selected module's information or assign selected features from the list of available features. |
DELETE |
Delete the selected module. |
CANCEL |
Return to the previous page to conduct a new search. |
5.If you are adding a new group or want to update a module's information, complete or edit the following boxes:
In this box... |
Do this... |
Module Name |
Type the new module name. |
Module Description |
Type the new module description. |
Module Status |
To activate the module, clear the Inactive check box. To disable the module, click the Inactive check box. This means that those groups where this module is assigned will not be able to access the features assigned to this module. |
Select Base Module |
To copy the features from an existing module, select the module whose information you want to copy and start creating the new module with. |
Base Module Features/Assigned Features |
Assign features to the module by selecting the features in the Available Features box on the left and then clicking the right arrow to move it to the Assigned Features box on the right. To remove features that are assigned, click the features in the Assigned Features box and click the left arrow to move the feature back to the Available Features box. To select more than one feature at a time, press the Ctrl key while clicking the features. Click this link for a list of base modules: Base Module List A module is a collection of user interface pages and/or functionality. When you assign a module to a group and then assign a group or groups to a role, you are establishing which user interface pages and functions that role can access. You assign modules to groups on the Groups page and assign groups to roles on the Roles page. You then assign a role to each user name on the User Names page. |
6.Once you have completing adding or editing the information for the module, click [SAVE] or [UPDATE] to save the information to the database. Or you can use one of the following buttons:
Click this button... |
To... |
DELETE |
Delete the module. |
CLEAR |
Clear the page of the information you entered and start over if you were adding a new module. |
CANCEL |
Return to the previous page. |