Permissions Overview

The Permissions tab - ( ) lists the Users in your own company, Groups and Other Users who are registered as administrators of end user lists with your company. These may for example be your colleagues in your company, or system administrators of client companies for which you are creating end user lists. Use this tab to give the other administrators administrative permissions to the list you have created.

Note: If you do not have Administrator permission in this tab, you will not be able to access it.

Figure 1 - The End User List editing window – Permissions tab

The Permissions page lists a maximum of 50 users on the current page; click the next/previous Page buttons in the lower-right corner of the page to move between pages. Click a letter-button (along the lower edge of the page) to list only those users who's User ID starts with that letter. The list can be sorted on the User ID, First name and Last name columns; click the appropriate column header to toggle the sort order up or down on that column.

The buttons and columns are as follows:

• Reset - removes any search criteria you may have added and re-displays the entire list.
• Add other user – click to open a dialog that allows you to add users to the list.
• Remove other user - click to open a dialog that allows you to remove users that have previously been added.
• Grant all - select a permission from the drop-down beside this button and click the button to give that permission to all the currently listed users. Note that if you do not wish to give the selected permission to all users in your company then you must first conduct a search such that only the appropriate users are listed on the page.
• Revoke all - select a permission from the drop-down beside this button and click the button to remove that permission from all the currently listed users. Note that if you do not wish to remove the selected permission from all users in your company then you must first conduct a search such that only the appropriate users are listed on the page.
• User ID - the user id of the user (if entered in user settings in Forsta Plus) is listed in this column.
• First Name / Last Name - the registered name of the user. This can be changed by the user in the Home > User > Settings page.
• Access level - click the down-arrow beside a user's field to open a drop-down list of the levels, then select the appropriate level for that user. The options are:
• None - the user does not have access to the end user list.
• Read - the user has only Read permission, i.e. he/she can view the end user list but is not allowed to make any changes.
• Write - the user has Write permission, i.e. he/she is allowed to add new end users and make changes to existing end user, but cannot delete existing end users.
• Delete - the user has Delete permission, i.e. he/she has unrestricted access to make any desired changes to the end user list.
• Administrate end user list – check this box to give the person full administrative and editing rights to the companies, users, groups and reports that are linked to the selected list. The person will also then have access to the Permissions tab.

Once you have made the appropriate settings, click Save to save the changes.

Searching for End Users

In the event a large number of users are listed, type search criteria into one or more of the fields in the top row, and click Search or press the Enter key on your keyboard to reduce the list to a manageable size. For example, type a into the Last Name field and click Search/Enter to list only those users who’s last name begins with A. The fields are not case-sensitive.