Security Group Level Access

VIDEO | Lot Administration

For users with Full access to Lots, the specific actions they can take in regard to a Lot are managed via the Security Group they belong to.

  1. From the InEight Document Dashboard, click the Admin button and then the Manage User Access button and then choose the relevant Security Group.

  2. Click on the Security Tab then choose Lots from the drop down list on the right hand side of the window.

From here, controls can be chosen to define the actions that can be taken by users assigned to the Security Group.

  1. Create or delete Lots and Sub Lots.

  1. Edit Lot attributes including:

  • Lot Title

  • Lot Type (available Lot types can be specified)

  • Lot Status (available Status values can be specified)

  • Add, edit or remove items by module such as mail, documents or packages.

     

  • You can allow specific security groups to reactivate lots.

    Added above 20.9 update.

  • The ability to delete Lots can also be set at a Project level. If the Project setting is set to not allow Lot deletion, this would override the permission to Delete Lots if set at a Security Group level.

  • If a module is deselected in this section, users will not be able to select the Lot information against that module, i.e. they will appear as greyed out.

  • Additional custom fields may be available depending on project.