In Terminal Management, the Users menu is where you set up individual users with a unique Username and Password. Further, you can assign users to a specific owner, as well as grant, or restrict permissions to menus, pages, and applications.
Last Updated: 5/24/2021
Environment/Applies to
- Terminal Management 2 (TM2)
- Terminal Management TMX (TMX)
Solution Summary
In Terminal Management, the Users Menu is where you set up and manage users access to Terminal Management and what level of access they have. Access can be further managed by creating User Profiles based on job roles. This article will focus on the User Profiles Tab. For information about setting up Users see the related article "Setting up Users and Permissions in Terminal Management."
Solution In-Depth
User Profiles are based on job roles. A User Profile should define those functions, permissions, and access levels a job role requires in order to perform its duties within Terminal Management. Some may find it easier to define what should be restricted, then build the profile from that perspective.
User Profiles tab
- Create User Profiles by navigating to the User Profiles tab. Enter a name for the profile (example: Operator, Manager, Office Personal, Super Admin). Then choose the permissions (None, View, Modify). If Modify is enabled, additional permission can be enabled (Create, Edit, Delete). Do not forget to Save. Then go back to the Users page, create new user (or select an existing user,) and select the user profile from the drop-down list.
Tip: Read the section below titled "Terminology - User Profiles Tab " for more information.
Terminology - User Profiles Tab
- User Profile drop-down list: To modify an existing user profile, select the user profile from the drop-down list. To enter a new user profile, select "Enter a new user profile" from the drop-down list.
- Profile Name: The name of the user profile. The name is required and may be up to 50 characters in length
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Permissions: The areas of the system that the user profile has access to. To enable the selection of the checkboxes, the modify radio button for that permission must be enabled. Once modify is selected, each checkbox in the row to the right is also selected, permissions can be revoked by de-selecting the checkbox.
The following access options may be combined to create specific permissions:
- View: user may view the record
- Modify: user has the ability to create, edit, or delete records
- Create: user may create new records
- Edit: user may edit existing records
- Delete: user may delete records
- Save: Saves the changes made to an existing user profile or create a new user profile when "enter new user profile" is selected in the user profile drop-down list.
- Delete: Deletes the selected user profile.