Linking a User to Concepts

Concepts can be used to restrict access to or visibility of Company Products and Recipes, making them available only to certain Locations, Application Users, or for use with certain Templates. The Concepts tab allows users to create and remove Application User/Concept associations. This can also be done in the Concepts screen. (See "Concepts" for more details.)  When viewing their own user record, users can only see the Concepts with which they are already associated.  Any changes to Application User/Concept associations will be tracked and can be seen on the Audit tab.

 

1. Under the Security menu, click Application Users.
2. To edit a user record, click on the User ID hyperlink.

• All tabs are visible by default. To show/hide a tab, click on the Menu icon and select the Tabs option. From the pop-up menu, check to show or uncheck to hide the desired tab(s).

3. Click on the Concepts tab.

4. To add one or more Concepts:

1. click the Plus (Add) icon.
2. Click to select the appropriate Concept(s) from the list on the right. To select more than one, press and hold the CTRL key when clicking. If necessary, use the Funnel (Filters) icon to filter the list.
3. Click the [<] (Add) button to add the selected option(s) or click the [<<] (Add All) button to add them all.
4. When finished, click the (X) (Close) or (>) (Collapse) button in the selection panel to close/collapse it.
   If you collapse the panel, you can use the (<) (Expand) button to reopen it.

5. Click the Disk (Save) icon to save your changes.
6. To download and print these settings, click the Printer (Export) icon and select the desired options.
7. If necessary, click on any other tab as needed to configure settings on that tab. If not, skip to the next step.
8. When finished, click the X (Close) icon to return to the summary screen.

 

If necessary, you can click on a row and click the Trash Can (Delete) icon to remove it.

 

 

 

 

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