PSID Lesotho User Management - Synergy International Systems
Contents
1. FUNDS 13 Figure 11 Setting User Administration Permissions c ccccccsssssecccceeeesecceseessececseueeccessauaeeeessaaaeeeeeeas 14 Figure 12 Setting User Category Groups Permissions ccsecccsscccseccnsceceeccceecceseceesecceeceeesessusensucenseseuaes 15 Figure 13 Setting User Tabs 16 Figure 14 Selecting Roles for tlie E bes Eo UE SURE sux C PEIUS 17 Figure 15 Assigning Users under 17 GIU NN RM 19 Figure 17 Add New Button in the Roles Section cccccssssseccccceessecccceeeesecceseeasseceeseuaeceeesauaeceeesaaaseeeeeas 20 AU gles bay i efe adc io ERE m T 20 Figure 19 Setting Role 21 Figure 20 Setting Role Administration PerMiSSiOns ssscccccssssseccccceeeseccccceesseccceeeuecccesauaeeeessaaaseeeeeas 22 Figure 21 Setting Role Category Groups Permissions cessent nnns 23 Figure 22 Setting Role Tabs Permissions 24 Figure 23 ASSIGNING Users eerie rat EE reb caue erba lop EU Ud inira esu Ev 24 Figure 24 Assigning Groups to the ROle ccccccccssssecceccsesececeeeessececseeeusec2. F Full Name Groups a 6 Currency E a Country F 2 a Currency Rates a Funding Source a Organisation 7 Organisation t lt F Name a C Millennium Development Goal Figure 21 Setting Role Category Groups Permissions Note If you want to reinstate the initial values click the Restore button Figure 21 5 2 2 3 Setting Tab Permissions In order to define the tab permissions follow the steps below 1 Define whether you want to make changes in the category permissions in the currently deployed application or the local copy by selecting the appropriate instance from the drop down list above the screen This is done to see how the changes will affect the data in the application before deploying them 2 For each tab turn off the Inheritance option and define whether the role will have access to the tab activating the respective Show Hide radio button Figure 22 23 PSID LESOTHO USER MANAGEMENT ADMI NI STRATOR S GUI DE Local Administrator About Help support synisys com PSID LESOTHO Pe C Portfolio Data Management gt User Management Users Roles gt New role General Permissions Users Groups Administration Category Groups Tabs Groups Personal Hide Inheritance iil Project amp Donor Sector Dashboard gt Portfolio Draft Projects My Submitted Projects Organizations S
3. Description UNDP UNDP Groups The group will be responsible for managing the projects where the World Bank acts as a World Bank funding agency Personal U Funding Agency Funding Agency lt Klo Showing 1 to 3 of 3 entries Add New Copyright 2014 Synergy International Systems Inc All rights reserved Figure 25 Groups Section The information displayed for each group includes the following Column Name Description Name of the group Short description of the group and its purpose 6 2 Adding a New Group It is possible to add new groups that will classify users according to their interests countries or regions they represent etc In order to add a new group follow the steps below 1 Goto Settings gt User Management gt Groups 2 Click the Add New button Figure 26 You will be directed to the New group sub section where the data entry form for adding a new group will be displayed 3 Provide the information requested in the following tabs of the data entry form e General e Permissions e Users 27 PSID LESOTHO USER MANAGEMENT ADMI NI STRATOR S GUI DE e Roles 4 Click the Save button to finalize the process of creating a new group Local Administrator About Help support synisys com PSID LESOTHO Data Management gt Groups m CE Users Description ROMS UNDP UNDP iss if World Bank The group will be responsible for managing the projects where the World Bank act
4. PUBLIC SECTOR INVESTMENT DATABASE FOR LESOTHO USER MANAGEMENT ADMINISTRATOR S GUIDE Version 1 1 ADYDICH 2001 2011 SYNERGY NTERNATIONAI SYSTEMS Nim A RIGHTS RECERVEN A c I3 4 Y lt rl Se ll lt o gt Q Y V Ip AT ZA NO d bp 24 t Awe iN INIMA Pl i L ne ALL Ji i D 2 LL PSI D LESOTHO USER MANAGEMENT TABLE OF CONTENTS 1 INTRODUCTION 2 OVERVIEW 3 USER MANAGEMENT CONSOLE 3 1 AccESSING THE USER MANAGEMENT CONSOLE 3 2 VIEWING THE SECTION ITEM DETAILS 3 3 SEARCHING FOR AN ITEM 3 4 SETTING THE NUMBER OF ENTRIES PER PAGE 3 5 BROWSING PAGES 3 6 DEFINING THE SORTING ORDER FOR ITEMS 4 MANAGING USERS 4 1 ACCESSING THE USERS SECTION 4 2 ADDING A USER 4 2 1 GENERAL 4 2 2 PERMISSIONS 4 2 2 1 Setting Administration Permissions 4 2 2 2 Setting Category Group Permissions 4 2 2 3 Setting Tab Permissions 4 2 3 ROLES 4 2 4 GROUPS 4 3 EDITING USERS 4 4 DELETING USERS 5 MANAGING ROLES 5 1 ACCESSING THE ROLES SECTION 5 2 ADDING A ROLE 5 2 1 GENERAL 5 2 2 PERMISSIONS 5 2 2 1 Setting Administration Permissions 5 2 2 2 Setting Category Group Permissions 5 2 2 3 Setting Tab Permissions 5 2 3 USERS 5 2 4 GROUPS 5 3 EDITING ROLES 5 4 DELETING ROLES ADMI NI STRATOR S GUIDE OD Ui Ul 10 10 11 12 13 14 14 15 16 17 18 18 19 19 19 20 21
5. 21 22 23 24 25 25 26 um PSID LESOTHO USER MANAGEMENT ADMINISTRATOR S GUIDE TU 6 MANAGINGGROUPS 27 6 1 ACCESSING THE GROUPS SECTION 27 6 2 ADDING A NEW GROUP 27 6 2 1 GENERAL 28 6 2 2 PERMISSIONS 29 6 2 2 1 Setting Administration Permissions 29 6 2 2 2 Setting Category Group Permissions 30 6 2 2 3 Setting Tab Permissions 31 6 2 2 4 Setting Advanced Group Permissions for Categories 32 6 2 3 USERS 33 6 2 4 ROLES 34 6 3 EDITING GROUPS 34 6 4 DELETING GROUPS 35 7 REFERENCES 36 hy CO YI PSID LESOTHO USER MANAGEMENT ADMI NI STRATOR S GUIDE p ai al i CE TABLE OF FI GURES Figure 1 User Management Console 5 Figure 2 Viewing Details of the Selected 6 Figure 3 Performing Simple S arch cccssccccssseccccseccccensececeeeccceeececeeusecessuececseneceeseusecessuecessugecestenaeeees 7 Figure 4 Setting Number of Entries ooo ttr ee ert Ur ee GUpRd Ue esee 8 5 BROWSING 8 PICU GEG Denne Orde TE T Tm 9 PIB US SE CUO N 10 Figure 8 Add New Button in the Users 11 Figure 9 Adding a New an i ep 12 Figure 10 Setting User Permissions
6. Go to Settings gt User Management gt Roles 2 Click the name of the role that you want to edit You will be directed to the sub section where the selected role details will display 3 Make the appropriate changes in the data displayed 25 49 Ww PSID LESOTHO USER MANAGEMENT ADMINISTRATOR S GUIDE 4 Click the Save button to apply the changes made 5 4 Deleting Roles In order to delete a role follow the steps below 1 Go to the Settings gt User Management gt Roles 2 Click the i Delete icon to the left of the role record 3 Click the OK button in the Confirmation window to delete the role Note The Users Administrator and Default role records cannot be removed from the System 26 PSID LESOTHO USER MANAGEMENT ADMINISTRATOR S GUIDE 6 MANAGING GROUPS A group is a collection of authenticated users classified by common traits such as job title or organization profile Each user is a member of the group The primary purpose of a group is to provide multiple users with the same privileges In PSID Lesotho groups are managed in the Groups section of the User Management console 6 1 Accessing the Groups Section The Groups section can be accessed at Settings gt User Management gt Groups Figure 1 Once you access the Groups section you will be presented with the list of all existing groups Figure 25 Local Administrator About Help support synisys com Data Management gt a
7. STRATOR S GUI DE 4 2 1 General In the General tab Figure 9 of the new user data entry form you are requested to provide such information about the user as user s name last name e mail address etc For more details on how to provide the information requested in the General tab refer to the table below Local Administrator About Help support synisys com a PSID LESOTHO Dashboard Portfolio oject onor Secto j settings Data Management Sers New use User Management EE General Permissions Roles Groups Users Login desmondpama Roles Groups Password Personal Name Desmond LastName Middle Name Email desmondpama gmail com StatuS Active Phone 266 22 587 458 Fax number Web Comments Security Question What is your father s name Answer Martin Copyright 2014 Synergy international Systems inc All rights reserved Figure 9 Adding a New User Note Some fields in this form are mandatory to be filled in They are marked with an asterisk Column Name Description the Login name that the user will need for logging Login the system This field is mandatory Enter the Password that the user will need to insert when logging into the system This field is mandatory Indicate the user s Name This field is mandatory Password Indicate the user s Last Name This field is mandatory Middle Name Indicate the user s Middle Name Enter the Email add
8. administrative tools that PSID Lesotho is incorporated with is the User Management console The User Management console is a space within PSID Lesotho that allows the application administrators to add new users edit or delete existing users create new user groups and assign members under them delete user groups grant the users with permissions to view add edit delete records in the application etc PSID Lesotho provides a web based user interface and requires a web browser pre installed PSID LESOTHO USER MANAGEMENT ADMINISTRATOR S GUIDE 3 USER MANAGEMENT CONSOLE User management is a critical part of maintaining a secure system Ineffective user and privilege management often lead many systems into being compromised Therefore it is important that you clearly define the user account management techniques that you will use to outline the user access rights to the system resources as well as grant or revoke them permissions to perform certain actions over the resources they can handle This is why the control of users user groups and roles is a core element of the PSID Lesotho system administration This chapter describes the User Management console under the Settings section where you can perform your user management functions You may organize the system users add new users edit or delete existing users create new user groups and assign members under them delete user groups grant the users with permissions to view add
9. grant or revoke the user with the appropriate ones As soon as the user is assigned group membership or a role they will inherit the permissions propagated to them from the selected group and role If there are conflicts between the permissions assigned and inherited they are resolved according to the security rule applied to the application In order to assign permissions to a user follow the steps below 1 In the Administration sub tab define whether the user will have the right to perform administration tasks in each section of PSID Lesotho For more details see Setting Administration Permissions 13 PSID LESOTHO USER MANAGEMENT ADMI NI STRATOR S GUI DE 2 In the Category Groups sub tab define whether the user will have the right to manage the categories and category groups defined for the application For more details see Setting Category Group Permissions 3 In the Tabs sub tab define whether the user will have access to the application tabs Please note that the sub tab will list all tabs and sub tabs defined for the application For more details see Setting Tab Permissions Note If you want to reinstate the default values click the Restore button Figure 10 The user s permissions will be set to the ones inherited from the Guest User associated with the Users default role 4 2 2 1 Setting Administration Permissions In order to define the appropriate administration permissions follow the steps below l Expand the
10. role eee Administrator Admin Role Personal Default Default role w Designer Kb Designer T Data Entry Editors Data Entry Editors MDP Ministry of Development Planning 44 M Showing 1 to 6 of 6 entries Add New Copynght 2014 Syneray Intemational Systems Inc All nghts reserved Figure 16 Roles Section The information displayed for each role includes the following Column Name Description of the role as assigned to it during the role process Brief overview of the role and the privileges it gives 5 2 Adding a Role It is possible to add new roles that will outline the capabilities of users having the role In order to add a new role follow the steps below 1 to Settings gt User Management gt Roles 19 PSID LESOTHO USER MANAGEMENT ADMI NI STRATOR S GUI DE 2 Click the Add New button Figure 17 You will be directed to the New role sub section where the data entry form for adding a new role will be displayed 3 Provide the information requested in the following tabs of the data entry form e General e Permissions e Users e Groups 4 Click the Save button to finalize the process of creating a new role Local Administrator About Help support synisys com PSID LESOTHO Portfolio Data Management Roles User Management PE pes Description Users Users role Groups Administrator Admin Role Personal Default Default role ft Designer
11. the number of users in that group 4 2 Adding a User It is possible to add new users who will be able to access the system In order to add a new user follow the steps below 1 to Settings gt User Management gt Users 2 Click the Add New button Figure 8 You will be directed to the New user sub section where the data entry form for adding a new user will be displayed 3 Provide the information requested in the following tabs of the data entry form e General e Permissions e Roles e Groups 4 Click the Save button to finalize the process of creating a new user Local Administrator About Help support synisys com PSID LESOTHO CETT Data Management gt Users User Management All 40 Active 37 Suspended 0 1 Expired 0 Pending 2 v Users Search Show 10 v entries Roles Status odds Guest User P WS RIS Braona Synerqy Administrator grigori aghayants arm synisys com IDM User j DocUser Karine Ohanyan arm synisys com Local Administrator locadm amail con Agi Veres agi veres testcom Tookho Putsoane tookho putsoane aqmail com Training User 12 TU12 train am Training User 02 TU2 train am Training User 13 TU13 train am 4 BEI 2 3 4 Showing 1 to 10 of 40 entries Copyright 2014 Synergy International Systems Inc All rights reserved Figure 8 Add New Button in the Users Section 11 PSID LESOTHO USER MANAGEMENT ADMI NI
12. will be assigned the same group permissions as the category group it is listed under Note If the Inheritance option is turned off then you will have to define individual group permissions for each category listed under the category group 30 Data Management gt User Management Users Roles Groups Personal PSID LESOTHO USER MANAGEMENT Local Administrator About Help support synisys com PSID LESOTHO Dashboard Portfolio Settings Groups gt New group General Permissions Users Roles Administration Category Groups Tabs 3 r Add O EditO Delete Inheritance Restore Advanced a Year v E a Document E v a Submission State v v a User Group 7 v C User F v E F Full Name F Groups v L _ a Currency v a Country 7 v a Currency Rates B P _ mt nee _ i l Figure 30 Setting Group Category Groups Permissions Note If you want to reinstate the initial values click the Restore button 6 2 2 3 Setting Tab Permissions In order to define the tab permissions follow the steps below l Note Define whether you want to make changes in the category permissions in the currently deployed application or the local copy by selecting the appropriate instance from the drop down list above the screen Thi
13. you will have to define individual user permissions for each category listed under the category group Note Clicking the Restore button will enable permission inheritance 4 2 2 3 Setting Tab Permissions In order to define the tab permissions follow the steps below l Define whether you want to make changes in the category permissions in the currently deployed application or the local copy by selecting the appropriate instance from the drop down list above the screen This is done to see how the changes will affect the data in the application before deploying them 2 For each tab turn off the Inheritance option and define whether the user will have access to the tab by activating the respective Show Hide radio button Figure 13 15 PSID LESOTHO USER MANAGEMENT ADMI NI STRATOR S GUI DE amp Local Administrator About Help support synisys com Settings Data Management sers New use User Management REUS General Permissions Roles Groups Users Administration Category Groups Tabs Roles TIU Restore Personal Project amp Donor Sector Dashboard bey Portfolio My Draft Projects My Submitted Projects Organizations Sectors Copyright 2014 Synergy International Systems Inc All rights reserved Figure 13 Setting User Tabs Permissions 3 Expand the tab to view the sub tabs if any listed under it in the Name column 4 For each sub tab define whe
14. Kb Designer W Data Entry Editors Data Entry Editors Ministry of Development Planning 44 Bi v Showing 1 to 6 of 6 entries Copyright 2014 Synergy Intemational Systems Inc All rights reserved Figure 17 Add New Button in the Roles Section 5 2 1 General In the General tab Figure 18 of the new role data entry form you are requested to provide such information about the role as the role name and description For more details on how to provide the information requested in the General tab refer to the table below Local Administrator About Help support synisys com PSID LESOTHO Portfolio Project Data Management b Roles gt New role User Management General Permissions Users Groups Users Roles Name world Bank Groups pra Description The users having this role will be Personal responsible for editing the information of the projects implemented by the World Bank group Copyright 2014 Synergy International Systems Inc All rights reserved Figure 18 Adding a Role Note Some fields in this form are mandatory to be filled in They are marked with an asterisk 20 PSID LESOTHO USER MANAGEMENT ADMI NI STRATOR S GUI DE Column Name Description Indicate the Name for the role This field is mandatory Enter a brief overview of the role that will outline the capabilities Description m that the role will provide This field is mandatory 5 2 2 Permission
15. OR S GUI DE 2 For each category group turn off the Inheritance option and define the user s rights to Add Edit View and Delete the item by ticking the respective checkboxes Figure 12 Note Ticking the checkbox in the respective column header will grant the user with permissions to perform the action over all category groups for which the inheritance of permissions has been broken Local Administrator About Help support synisys com mr PSID LESOTHO Dashboard Portfolio settings Data Management Users gt New user User Management RE General Permissions Roles Groups Users Administration Category Groups Tabs Roles G Groups e Restore Personal gt a C Year P a Document _ Submission State a User Group E a User _ E a Currency _ Country A E E a C District r F Name lt E a C Organisation Type Millennium Development Goal C ent p ttm Figure 12 Setting User Category Groups Permissions 3 Expand the category group to view the categories listed under it in the Name column 4 For each category define whether it should inherit permissions from its parent object by turning the Inheritance option on The category will be assigned the same user permissions as the category group it is listed under Note If the Inheritance option is turned off then
16. PSID Lesotho is an automated information management system which is designed to improve efficiency and coordination of the efforts made by the Ministry of Planning of the Kingdom of Lesotho with the aim of tracking the external projects funded by the Development Partners and country government The system serves as the main database and data collection and reporting tool for MoP as it ensures effective access to development data as well as provides an insight into the external projects and programs currently being implemented in the country The main objective of PSID Lesotho is to serve as a reliable and credible source of information on external projects implemented in Lesotho to support the Government in effectively monitoring the progress and performance of projects and programs and ensuring the their alignment with the Government s development goals priorities and strategies Moreover PSID Lesotho promotes transparency and accountability of funds improves governance supports project implementation and facilitates results based decision making on development assistance in Lesotho The PSID Lesotho application incorporates business intelligence and data management solutions with comprehensive application administration functions As such it is equipped with a number of administrative tools which aim at providing the application administrators with the possibility of performing their daily assignments in an easily manageable way One of the
17. age the categories and category groups defined for the application For more details see Setting Category Group Permissions 3 In the Tabs sub tab define whether the group will have access to the application tabs Please note that the sub tab will list all tabs and sub tabs defined for the application For more details see Setting Tab Permissions Note Clicking the Restore button will reinstate the default values The group permissions will be set to the initial ones 6 2 2 1 Setting Administration Permissions In order to define the administration permissions follow the steps below 1 Expand the appropriate section in the Administration sub tab to view the sub sections listed under it in the Name column Figure 29 29 PSID LESOTHO USER MANAGEMENT ADMI NI STRATOR S GUI DE 2 For each sub section define whether it should inherit permissions from the associated role by turning the Inheritance option on The category will be assigned the same user permissions as the category group it is listed under Note If the Inheritance option is turned off then you will have to define individual group permissions for each sub section by activating the respective Yes or No radio button in the Value column Note you want to reinstate the initial values click the Restore button Figure 29 Local Administrator About Help support synisys com PSID LESOTHO Dashboard Portfolio Project Donor Sector Data Management d G
18. appropriate section in the Administration sub tab to view the sub sections listed under it in the Name column Figure 11 Local Administrator About Help support 2synisys com m PSID LESOTHO Dashboard amp Portfolio Secto 1 settings Data Management sers gt New use User Management EX General Permissions Roles Groups Users Administration Category Groups Tabs Roles iss Restore Global settings Data Management Permissions Roles Manage Users Roles Groups Other Allow to save save as rename and delete view Allow to create and delete view group Copyright 2014 Syneray International Systems Inc All rights reserved Figure 11 Setting User Administration Permissions 2 Break the inheritance of permissions from the Guest User by turning it off in the Inheritance column 3 For each sub section define the user s access rights by activating the respective Yes or No radio button in the Value column 4 2 2 2 Setting Category Group Permissions In order to define the category group permissions follow the steps below l Define whether you want to make changes in the category permissions in the currently deployed application or the local copy by selecting the appropriate instance from the drop down list above the screen This is done to see how the changes will affect the data in the application before deploying them 14 PSID LESOTHO USER MANAGEMENT ADMI NI STRAT
19. ation or the local copy by selecting the appropriate instance from the drop down list above the screen This is done to see how the changes will affect the data in the application before deploying them 2 For each category group define the role s rights to Add Edit View and Delete the item by ticking the respective checkboxes Figure 21 Note Ticking the checkbox in the respective column header will grant the role with permissions to perform the action over all category groups for which the inheritance of permissions has been broken 3 Expand the category group to view the categories listed under it in the Name column 4 For each category define whether it should inherit permissions from its parent object by turning the Inheritance option on The category will be assigned the same user permissions as the category group it is listed under Note If the Inheritance option is turned off then you will have to define individual role permissions for each category listed under the category group 22 PSID LESOTHO USER MANAGEMENT ADMI NI STRATOR S GUI DE Local Administrator About Help Supp ort synisys com Settings Data Management Roles New role General Permissions Users Groups Users Roles Administration Category Groups Tabs Groups Edit O Restore Personal a Year a C Document E a Submission State 7 a User Group 7 User
20. e 28 you can define the group s permissions to administer PSID Lesotho sections and sub sections category groups and tabs 3 Local Administrator About Help support synisys com a cm PSID LESOTHO Dashboard 99 Portfolio Data Management B Groups New group User Management General Permissions Users Roles Users Administration Category Groups Tabs Groups Inheritance Personal Global settings Permissions Roles a Other Copyright 2014 Synergy International Systems Inc All rights reserved Figure 28 Setting Group Permissions Note By default groups are set to inherit permissions from the role associated with the group In order to be able to define individual permissions for the group you will have to break the inheritance of the permissions and grant or revoke the group with the appropriate ones In this case groups will not inherit permissions propagated to them from the selected role If there are conflicts between the permissions assigned and inherited they are resolved according to the security rule applied to the application In order to assign permissions to a group follow the steps below 1 In the Administration sub tab define whether the group will have the right to perform administration tasks in each section of PSID Lesotho For more details see Setting Administration Permissions 2 In the Category Groups sub tab define whether the group will have the right to man
21. ectors Copyright 2014 Synergy Intemational Systems Inc All rights reserved Figure 22 Setting Role Tabs Permissions 3 Expand the tab to view the sub tabs if any listed under it in the Name column 4 For each sub tab define whether it should inherit permissions from its parent object by turning the Inheritance option on The sub tab will be assigned the same role permissions as the tab it is listed under Note If the Inheritance option is turned off then you will have to define individual role permissions for each sub tab listed under the tab Note If you want to reinstate the initial values click the Restore button Figure 22 5 2 3 Users In the Users tab you may select the users that will be assigned the role being created Figure 23 3 Local Administrator About Help support synisys com PSID LESOTHO Data Management Roles gt New role General Permissions Users Users Available Selected Agi Veres IDM User Groups Doc User Mafusi Monahali Edmund Motseki Personal Keneuoe Mofolo Kopano Masilo Local Administrator maelene lebusa Manketsi Makara Molehe Mokone Moretio Ranyali Motai Ramokoinihi Paantcann Samatha Copyright 2014 Synergy International Systems Inc rights reserved Figure 23 Assigning Users to the Role 24 PSID LESOTHO USER MANAGEMENT ADMINISTRATOR S GUIDE In order to assign users to the role follow the steps below l Indicate the Us
22. edit delete projects etc 3 1 Accessing the User Management Console For accessing the User Management console go to Settings gt User Management Figure 1 Local Administrator About Help support synisys com eaten SID LESOTHO EDI Settings Data Management User Management Categories Users Profile Currency Rates Roles Groups Copyright 2014 Synergy International Systems Inc All rights reserved Figure 1 User Management Console The User Management console consists of the following sections e Users to manage the users recorded in the system e Roles to manage the roles that the users can be assigned to e Groups to manage the user groups created 3 2 Viewing the Section Item Details In order to view the details of the selected section item user role or group click the item name for which the information needs to be viewed The details of the selected section item will display on the screen Figure 2 PSID LESOTHO USER MANAGEMENT ADMINISTRATOR S GUIDE Local Administrator About Help PSID LESOTHO Dashboard amp Portfolio Data Management gt Users gt Tookho Putsoane User Management X General Permissions Roles Groups Users Login tookho putsoane Roles Groups Name Tookho Personal Last putsoane Middie tookho putsoane gmail com Status Active Phone Fax number Web Comment
23. eessuaseeeeessuusececesaeaaeseeesaggeeeeeeas 25 Figure 25 SOC UO MR 27 Figure 26 Add New Button in the Groups 5 28 AUI RN 28 Figure 28 Setting Group 51 5 Yao RR EP en STRE RR Pa ERN R VR 29 Figure 29 Setting Group Administration PErMiSSiONS cccccccsssssecccceeesscccecceessecceceueeceeesauaeceeesaaaeeeeeeas 30 Figure 30 Setting Group Category Groups 155101 31 Figure 31 Setting Group Tabs Eau PEE CE NER TES Exe Ebo EE YE HYS Uni VUE YE HU beri eode 32 Figure 32 Setting Advanced Group Permissions ccccccssssseccccceesseccccceesecceseaassececseuasececesauaaeceessaaaseseeeas 33 Figure 33 Assiening Users under GFOUD ecnpssssteuu Sep Ue Find riis Es sepa 34 Figure 34 Selecting Roles the GFOUD sesso 34 wen 9 V PSID LESOTHO USER MANAGEMENT ADMINISTRATOR S GUIDE 1 INTRODUCTION This document describes the User Management console in the Public Sector Investment Database for Lesotho PSID Lesotho application It provides the necessary instructions which the administrators and or users granted with administrative rights should follow in order to ensure successful user management 2 OVERVIEW The Public Sector Investment Database for Lesotho
24. ent 40 Active 37 Suspended 0 Blocked 1 Expired 0 Pending 2 v Search Users Roles G sss Guest User Personal on Synerqy Administrator grigori aghayants arm synisys com IDM User Zarine baghdasaryani arm synisys com Doc User Karine Ohanyan arm synisys com Local Administrator locadm amail con Veres agiveres testcom Tookho Putsoane tookho putsoane gqmail com Training User 12 TU12 train am Training User 02 TU2 train am Training User 13 TU13 train am 4 2 3 4 gt Showing 1 to 10 of 40 entries Add New Copyright 2014 Synergy International Systems All rights reserved Figure 4 Setting Number of Entries per Page Note Even if you limit the number of displayed items within the table the simple search tool will find the searched element from the entire list of items 3 5 Browsing Pages You can browse among the pages in each section by clicking the link of the page number to which you want to navigate The Previous and Next as well as First and Last arrows can be used to move to the required page Figure 5 Local Administrator About Help suppori synisys com SID ESOTHO Dashboard EL Portfolic Sector i Settings Data Management Users User Management All 40 Active 37 Suspended 0 Blocked 1 Expired 0 Pending 2 w Paene Search Show 10 v entries Roles User Status s
25. er to whom you want to assign the role by selecting the appropriate instance in the Available list 2 Click the Move Right button The selected user will appear in the Selected list In order to remove a user that was assigned the role follow the steps below l Select the User that you want to remove in the Selected list 2 Click the Move Left button The selected user will appear in the Available list 5 2 4 Groups In the Groups tab you may select the groups for the role Figure 24 Local Administrator About Help support synisys com wur PSID LESOTHO Dashboard amp Portfolio Donor Data Management toles gt New role User Management General Permissions Users Groups Users Available Selected Funding Agency UNDP Groups World Bank Personal Copyright 2014 Synergy International Systems Inc All rights reserved Figure 24 Assigning Groups to the Role In order to select a group follow the steps below l Indicate the Group that you want to assign to the user by selecting the appropriate instance in the Available list 2 Click the Move Right button The selected group will appear in the Selected list In order to remove a group follow the steps below l Select the Group that you want to remove in the Selected list 2 Click the Move Left button The selected group will appear in the Available list 5 3 Editing Roles In order to edit an existing role follow the steps below 1
26. gner T MDP Users 4 Copyright 2014 Syneray International Systems Inc All rights reserved Local Administrator About Help suppori synisys com Admin Role Data Entry Editors Default role Kb Designer Ministry of Development Planning Users role Figure 6 Defining Sorting Order Settings Show 10 entries Showing 1 to 6 of 6 entries Add New PSID LESOTHO USER MANAGEMENT ADMINISTRATOR S GUIDE 4 MANAGING USERS A user is an individual or application program identity that has been defined in PSID Lesotho and has access to the system A user can have associated with that identity a set of roles that entitle the user to access all resources protected by those roles Users are often associated with a group which simplifies the allocation of permissions and or privileges In PSID Lesotho users are managed in the Users section of the User Management console 4 1 Accessing the Users Section The Users section can be accessed at Settings gt User Management Users Figure 1 Once you access the Users section you will be presented with the list of all users recorded in the application Figure 7 Local Administrator About Help support synisys com ias PSID LESOTHO Dashboard Portfolio Project Donor Sector Data Management gt Users User Management 40 Active 37 Suspended 0 Blocked 1 Expired 0 Pending 2 Ww Search Show 10 v entries Ro
27. ie Guest User Per zE XX Braone Synerqy Administrator grigori aghayants arm synisys com IDM User zarine baghdasaryani arm synisys com Doc User Karine Ohanyan arm synisys com Local Administrator locadm qmail con Veres agi veres ptest com Tookho Putsoane tookho putsoane aqmail com Training User 12 TU12 train am Training User 02 TU2 train am Training User 13 TU13 train am 2 3 4 gt vi Showing 1 to 10 of 40 entries Add New Copyright 2014 Synergy International Systems Inc All rights reserved Figure 5 Browsing Pages PSID LESOTHO USER MANAGEMENT 3 6 Defining the Sorting Order for l tems ADMI STRATOR S GUIDE In the User Management console you have the possibility of sorting the items listed in each section alphabetically numerically or chronologically in an ascending or descending order In order to define the sorting order for the section items follow the steps below l Go to the section for which you want to define the sorting order different from the default one 2 Click the arrow that appears in the header of the column according to which you want to sort the section items Clicking the arrow once again will sort the items in the list in reverse order Figure 6 m LESOTHO Dashboard Portfolio ai Data Management Roles User Management Search Users Roles A Administrator G T Data Entry Editors Personal Default W Kb Desi
28. issions for Categories Some category groups e g Project etc used the application can contain sensitive information so it is essential to set stricter editing and deleting permissions for them to ensure that this information is not compromised In order to define advanced access permissions for certain category groups you can take advantage of the fine grained access control that PSID Lesotho provides Note Categories that allow defining advanced access permissions for them are marked with the icon in the Advanced column Figure 30 In order to define advanced access permissions for category groups follow the steps below 1 Click the icon in the Advanced column A popup window for setting advanced permissions will appear 2 Specify whether the group members will have the right to administer category group items or only a sub set of them defined according to a Custom criteria Figure 32 3 If the Custom option is selected specify the principle s that will be used to define group s permissions to administer edit or delete category group items These principles are as follows e My group will have editing deleting permissions over a sub set of the category items created by the user This sub set is comprised by the category items that meet a certain condition e Group group will have editing deleting permissions over a sub set of the category items created by its members This sub set is comprised by the categ
29. l e Lesotho Data Management Administrator s Guide e Lesotho Project Application User Manual e PSID Lesotho Sector Application User Manual e PSID Lesotho Donor Application User Manual 36
30. lect the Role that you want to remove in the Selected list 2 Click the Move Left button The selected role will appear in the Available list amp Local Administrator About Help support synisys com PSID LESOTHO Data Management User Management Users Groups gt New group General Permissions Users Roles Available Selected Administrator Data Entry Editors Groups Kb Designer Users MDP Personal Copyright 2014 Syn International Systems Inc All rights reserved Figure 34 Selecting Roles for the Group 6 3 Editing Groups order to edit an existing group follow the steps below 1 Go to Settings gt User Management gt Groups 34 i Y PSID LESOTHO USER MANAGEMENT ADMI NI STRATOR S GUIDE 2 Click the name of the group that you want to edit You will be directed to the sub section where the selected group details will display 3 Make the appropriate changes in the data displayed 4 Click the Save button to apply the changes made 6 4 Deleting Groups In order to delete a group follow the steps below 1 Goto Settings gt User Management gt Groups 2 Click the i Delete icon to the left of the group record 3 Click the OK button in the Confirmation window to delete the group 35 PSID LESOTHO USER MANAGEMENT ADMI NI STRATOR S GUIDE 7 REFERENCES Please refer to the following PSID Lesotho related documents e Lesotho Analytical Interface User Manua
31. les Status odiis Guest User Personai Synerqy Administrator grigori aghayants arm synisys com IDM User zarine baghdasaryani arm synisys com Doc User Karine Ohanyan arm synisys com Local Administrator locadm aqmail con Agi Veres agi veres testcom Tookho Putsoane tookho putsoane aqmail com Training User 12 TU12 train am Training User 02 TU2 train am Training User 13 TU13Qlrain am M 2 3 4 gt Showing 1 to 10 of 40 entries Add New Copyright 2014 Syneray international Systems inc All rights reserved Figure 7 Users Section The information displayed for each user includes the following Column Name Description Weer Name of the user account that the user should provide when logging into the system E mail address associated with the user account and provided e mail during registration User s current status which may be set to either active or inactive In this section you can either view the entire list of users who have registered for an account to gain authorized access to PSID Lesotho Or you can view a sub set of users 10 PSI D LESOTHO USER MANAGEMENT ADMI NI STRATOR S GUIDE divided into several groups according to their status The users can fall under the following groups e Active e Suspended e Blocked e Expired e Pending To filter the list of users according to their status you need to click the name of the respective group The number standing next to the group name indicates
32. nherited from the Default role 5 2 2 1 Setting Administration Permissions In order to define the administration permissions follow the steps below l Expand the appropriate section in the Administration sub tab to view the sub sections listed under it in the Name column Figure 20 2 For each sub section define the role s access rights by activating the respective Yes or No radio button in the Value column 21 PSID LESOTHO USER MANAGEMENT ADMI NI STRATOR S GUI DE amp Local Administrator About Help support synisys com PSID LESOTHO Dashboard Portfolio Project Roles gt New role Data Management gt User Management General Permissions Users Groups Users Roles Administration Category Groups Tabs Groups Inheritance Personal Global settings Data Management Yes No Permissions Roles Manage Users Roles Groups Yes No Other Allow to save save as rename and delete view Yes No Allow to create and delete view group Yes No Copyright 2014 Synergy Intemational Systems Inc All rights reserved Figure 20 Setting Role Administration Permissions Note If you want to reinstate the initial values click the Restore button Figure 20 5 2 2 2 Setting Category Group Permissions In order to define the category group permissions follow the steps below 1 Define whether you want to make changes in the category permissions in the currently deployed applic
33. order to delete a user follow the steps below l Goto Settings User Management Users 2 Click the i Delete icon to the left of the user record 3 Click the OK button in the Confirmation window to delete the user Note The Guest User and Administrator user records cannot be removed from the system 18 PSID LESOTHO USER MANAGEMENT ADMINISTRATOR S GUIDE 5 MANAGING ROLES A role is an abstract name for the permission to access a particular set of resources in an application i e a role is directly linked to permissions associated with it Permissions and roles in PSID Lesotho determine the features capabilities and tasks for application users Permissions for performing certain operations are assigned to individual roles in the process of adding or editing them Role permissions can apply to all users or only a sub set of them In addition to role based permissions users may be assigned individual permissions see Adding a User or group permissions see Adding a New Group In PSID Lesotho roles are managed in the Roles section of the User Management console 5 1 Accessing the Roles Section The Roles section can be accessed at Settings gt User Management gt Roles Figure 1 Once you access the Roles section you will be presented with the list of all existing roles Figure 16 Local Administrator About Help support synisys com PSID LESOTHO Dashboard Portfolio Data Management gt Roles Users
34. ory items that meet a certain condition 32 ken a 9 Wy PSID LESOTHO USER MANAGEMENT ADMI NI STRATOR S GUI DE Rh ERE e Criteria group will have editing deleting permissions over a sub set of all category items recorded in the application This sub set is comprised by the category items that meet a certain condition 4 Create filtering criteria by selecting the Category Condition and Value from the respective drop down lists 5 Click the Add Condition link at the bottom of the screen to define more condition members 6 Select the operator that will be used to combine the filtering criteria and condition that the category items should meet for the group members to be able to administer them 7 Click the View Condition link and define the condition for the category items by specifying the Category Condition and Search Value for it Edit AI amp Custom E Group Criteria Select Category Select Condition ba Search Value s a Add Condition OK Clea Cancel Figure 32 Setting Advanced Group Permissions 8 Click the Ok button to apply the filtering criteria Or click Cancel to terminate the operation Clicking the Clear button will remove all conditions created 6 2 3 Users In the Users tab you may select the users that will be assigned to the group being created Figure 33 In order to assign a user to the group follow the steps below l Indicate the User to whom you want to as
35. oups In the Groups tab you may select the groups that the user belongs to Figure 15 Local Administrator About Help Support synisys com Data Management d Users New user Permissions Roles Groups Users Available Selected Funding Agency World Bank Groups UNDP Roles Personal Copyright 2014 Synergy International Systems Inc All rights reserved Figure 15 Assigning Users under Groups In order to select a group for the user follow the steps below l Indicate the Group that you want to assign to the user by selecting the appropriate instance in the Available list 2 Click the Right button The selected group will appear in the Selected list In order to terminate the user s membership in a certain group follow the steps below 1 Select the Group that you want to remove in the Selected list 2 Click the Move Left button The selected group will appear in the Available list 17 i a Y 80 mm 9 1 PSID LESOTHO USER MANAGEMENT ADMI NI STRATOR S GUIDE MATT 4 3 Editing Users In order to edit an existing user follow the steps below 1 to Settings gt User Management gt Users 2 Click the name of the user that you want to edit You will be directed to the sub section where the selected user details will display 3 Make the appropriate changes in the data displayed 4 Click the Save button to apply the changes made 4 4 Deleting Users In
36. ress of the user This field is mandatory Select the user s Status The following options are available Status e Active e Suspended 12 PSI D LESOTHO USER MANAGEMENT ADMI NI STRATOR S GUI DE e Blocked e Expired e Newly Registered This field is mandatory Indicate the Security Question for the user It will be used for Security Question user authentication during the password retrieval process This field is mandatory Indicate the Answer to the security question This field is Answer mandatory 4 2 2 Permissions In the Permissions tab Figure 10 you can assign permissions to individual users to perform certain operations Local Administrator About Help support synisys com in PSIDLESOTHO Exemm rye settings Data Management Users gt New user User Management ae General Permissions Roles Groups Users Administration Category Groups Tabs Roles Groups Personal Global settings a Permissions Roles a Other Copyright 2014 Synergy International Systems Inc All rights reserved Figure 10 Setting User Permissions Note By default users are set to inherit permissions defined for the Guest User i e an unregistered user that can only view a sub set of data available to the general public that is associated with the Users role In order to be able to define individual permissions for the user you will have to break the inheritance of the permissions and
37. rm synisys com Karine Ohanyan arm synisys com TU12 train am TU2 train am TU13 train am TU3 train am TU14 train am TU5 train am TU4 train am Expired 0 ADMI NI STRATOR S GUIDE Local Administrator About Help support synisys com Settings Show 10 entries 4 4 BM 2 3 b Showing 1 to 10 of 21 entries Add New Copyright 2014 Syneray International Systems Inc All rights reserved Figure 3 Performing Simple Search 3 4 Setting the Number of Entries per Page By default each section is set to display ten entries per page to ensure fast page loading However you can define to view a greater number of entries per page Please note that setting a higher number of entries to display on each page can potentially impact page load time since you will load more data with each page In order to set the number of entries per page follow the steps below l Goto the section where you want to change the number of items to be displayed 2 Select the preferred number from the Show entries drop down list in the upper right corner of the section table The exact number of items will immediately be displayed on the screen according to your selection Figure 4 PSID LESOTHO USER MANAGEMENT ADMI NI STRATOR S GUI DE Local Administrator About Help suppor synisys com PSID LESOTHO Dashboard s Portfolio _ i Settings Data Management gt Users User Managem
38. roups New group User Management General Permissions Users Roles Users Roles Administration Category Groups Tabs Groups Inheritance Personal Global settings Data Management Permissions Roles Manage Users Roles Groups Other Allow to save save as rename and delete view Allow to create and delete view group Copyright 2014 Synergy International Systems Inc All rights reserved Figure 29 Setting Group Administration Permissions 6 2 2 2 Setting Category Group Permissions In order to define the appropriate rights follow the steps below l Define whether you want to make changes in the category permissions in the currently deployed application or the local copy by selecting the appropriate instance from the drop down list above the screen This is done to see how the changes will affect the data in the application before deploying them 2 For each category group turn off the Inheritance option and define the group s rights to Add Edit View and Delete the item by ticking the respective checkboxes Figure 30 Note For some category groups it is possible to define advances access permissions For more details see Setting Advanced Group Permissions for Categories 3 Expand the category group to view the categories listed under it in the Name column 4 For each category define whether it should inherit permissions from its parent object by turning the I nheritance option on The category
39. s In the Permissions tab Figure 19 you can define the role s capabilities to administer PSID Lesotho sections and sub sections category groups and tabs Local Administrator About Help support synisys com m PSID LESOTHO Dashboard amp Portfolio Data Management oles gt New role User Management General Permissions Users Groups Users Roles Administration Category Groups Tabs Groups Inheritance Personal Global settings Permissions Roles a Other Copyright 2014 Synergy Intemational Systems Inc All rights reserved Figure 19 Setting Role Permissions In order to assign permissions to a role follow the steps below 1 In the Administration sub tab define whether the role will have the right to perform administration tasks in each section of PSID Lesotho For more details see Setting Administration Permissions 2 In the Category Groups sub tab define whether the role will have the right to manage the categories and category groups defined for the application For more details see Setting Category Group Permissions 3 In the Tabs sub tab define whether the role will have access to the application tabs Please note that the sub tab will list all tabs and sub tabs defined for the application For more details see Setting Tab Permissions Note If you want to reinstate the default values click the Restore button Figure 19 The role permissions will be set to the ones i
40. s Security Question cuestion AnSWer answer Copyright amp 2014 Syneray International Systems Inc All rights reserved Figure 2 Viewing Details of the Selected Item To go back to the section where all items are listed you can make use of the navigation control breadcrumb trail found at the top of the screen 3 3 Searching for an Item The User Management console is equipped with a powerful search mechanism that allows looking for any records stored in the respective sections The simple search interface is available to find any relevant information quickly and easily within the integrated content Simple search implies that you can type search criteria directly into the search box present in each section In order to search for an item follow the steps below l Goto the section where you want to find an item 2 Type the keyword into the search box Please note that the search engine will return all the data that contains any of the letters or numbers you have typed Figure 3 PSI D LESOTHO USER MANAGEMENT Data Management gt Users User Management All 40 Active 37 Suspended 0 PSID LESOTHO Dashboard Portfolio Blocked 1 Users fi Search user Roles sean Guest User Personal IDM User Doc User Training User 12 Training User 02 Training User 13 Training User 03 Training User 14 Training User 05 U Training User 04 zarine baghdasaryan1 ga
41. s as a Personal funding agency Funding Agency Funding Agency Showing 1 to 3 of 3 entries Gs Copyright 2014 Synergy International Systems Inc All rights reserved Figure 26 Add New Button in the Groups Section 6 2 1 General In the General tab Figure 27 of the new group data entry form you are requested to provide such information about the group as the group name and description For more details on how to provide the information requested in the General tab refer to the table below Note Some fields in this form are mandatory to be filled in They are marked with an asterisk Column Name Description Indicate the Name for the group This field is mandatory brief overview of the group that will outline the principle of Description e NE mu classifying members in it This field is mandatory Local Administrator About Help support synisys com Dashboard amp Portfolio sector Settings Data Management p Groups gt New group User Management wore General Permissions Users Roles Users S Name World Bank Groups Description The group will be responsible for Personal managing the projects where the World Bank acts as a funding agency Copyright amp 2014 Syneray International Systems Inc All rights reserved Figure 27 Adding a Group 28 PSID LESOTHO USER MANAGEMENT ADMI NI STRATOR S GUI DE 6 2 2 Permissions In the Permissions tab Figur
42. s is done to see how the changes will affect the data in the application before deploying them For each tab turn off the Inheritance option and define whether the group will have access to the tab by activating the respective Show Hide radio button Figure 31 Expand the tab to view the sub tabs if any listed under it in the Name column For each sub tab define whether it should inherit permissions from its parent object by turning the Inheritance option on The sub tab will be assigned the same group permissions as the tab it is listed under Note If the Inheritance option is turned off then you will have to define individual group permissions for each sub tab listed under the tab If you want to reinstate the initial values click the Restore button Figure 31 31 ADMI NI STRATOR S GUIDE PSID LESOTHO USER MANAGEMENT ADMI NI STRATOR S GUI DE amp Local Administrator About Help support synisys com mL PSIDLESOTHO Eysemem E Data Management d Groups New group User Management General Permissions Users Roles Users Roles Administration Category Groups Tabs A Show Hide Inheritance Personal iii Project amp Donor Sector Dashboard gt Portfolio My Draft Projects My Submitted Projects Organizations Sectors Copyright 2014 Synergy International Systems Inc All rights reserved Figure 31 Setting Group Tabs Permissions 6 2 2 4 Setting Advanced Group Perm
43. sign the group by selecting the appropriate instance in the Available list 2 Click the Move Right button The selected user will appear in the Selected list In order to remove a user that was assigned to the group follow the steps below 1 Select the User that you want to remove in the Selected list 2 Click the Move Left button The selected user will appear in the Available list 33 PSID LESOTHO USER MANAGEMENT ADMI NI STRATOR S GUI DE amp Local Administrator About Help support synisys com PSID LESOTHO Data Management gt User Management Users Groups New group General Permissions Users aas Available Selected Agi Veres IDM User Groups Doc User Mafusi Monahali i Edmund Motseki Moretlo Ranyali Personal Keneuoe Mofolo Tookho Putsoane Kopano Masilo Local Administrator maelene lebusa Manketsi Makara Molehe Mokone Motai Ramokoinihi Reentseng Semethe Tahohn Monaca Copyright amp 2014 Synergy International Systems Inc All rights reserved Figure 33 Assigning Users under Group 6 2 4 Roles In the Roles tab you may select the roles for the group Figure 34 In order to select a role follow the steps below l Indicate the Role that you want to assign to the group by selecting the appropriate instance in the Available list 2 Click the Move Right button The selected role will appear in the Selected list In order to remove a role follow the steps below 1 Se
44. ther it should inherit permissions from its parent object by turning the Inheritance option on The sub tab will be assigned the same user permissions as the tab it is listed under Note If the Inheritance option is turned off then you will have to define individual user permissions for each sub tab listed under the tab Note Clicking the Restore button will enable permission inheritance 4 2 3 Roles In the Roles tab you may select the roles for the user Figure 14 In order to select a role follow the steps below 1 Indicate the Role that you want to assign to the user by selecting the appropriate instance in the Available list 2 Click the Move Right button The selected role will appear in the Selected list In order to remove a role follow the steps below 1 Select the Role that you want to remove in the Selected list 2 Click the Move Left button The selected role will appear in the Available list 16 PSID LESOTHO USER MANAGEMENT ADMI NI STRATOR S GUI DE Local Administrator About Help support synisys com PSID LESOTHO Dashboard s Portfolio Settings Data Management Users gt New user User Management E General Permissions Roles Groups Users Available Selected Administrator Kb Designer Groups Data Entry Editors Users MDP Roles Personal Copyright 2014 Synergy International Systems Inc All rights reserved Figure 14 Selecting Roles for the User 4 2 4 Gr
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