Global and departmental access

Prerequisite:

  • To configure global or departmental access, you must be assigned the STJERNEADM and MEDARBADM access codes.
  • To configure departmental access, you must be assigned the corporate database setup.

You can grant specific users global or departmental access to allow these users view and edit items (cases, documents, contacts, meetings or actor sequences) protected by security access codes that the user is not a part of.

When granting a global or departmental access, you can define its expiration date (that is, the date when this access will be automatically revoked). By default, the expiration date is set to 4 hours in the future. You can change or remove the expiration date at any time (no expiration date means that the access is granted permanently).

Important: Global and departmental access are extensive rights that will allow the user to access sensitive information. Assign these rights only when needed.

Find more information about access rights and codes in WorkZone Client User Guide.

  • Global access: provides users with the full access to any items within your whole organization.
  • Departmental access: provides users with the full access to any items within their department.

Configure global access

  1. On the start page, click Security.
  2. Select the Global access tab. A list of users who have global access is displayed.
  3. Apply the required changes.

Grant global access to a new user

  1. In the right bottom corner, click . The Create global access dialog box opens.
  2. Enter name of the user you wish to grant the global access to.
  3. Click Create.
  4. Optionally, set the Expiration date, when the granted access will be automatically revoked.

Edit global access

  1. Point to an existing user with the global access. A menu bar with action buttons appears.
  2. Click Edit.
  3. Apply the required changes.

Remove global access

  1. Point to an existing user with the global access. A menu bar with action buttons appears.
  2. Click , and then click Delete.

Configure departmental access

  1. On the start page, click Security.
  2. Select the Departmental access tab. A list of users who have departmental access is displayed.
  3. Apply the required changes.

Grant departmental access to a new user

  1. In the right bottom corner, click . The Create departmental access dialog box opens.
  2. Enter name of the users you wish to grant the departmental access to.
  3. Click Create.
  4. Optionally, set the Expiration date, when the granted access will be automatically revoked.

Edit departmental access

  1. Point to an existing user with the departmental access. A menu bar with action buttons appears.
  2. Click Edit.
  3. Apply the required changes.

Remove departmental access

  1. Point to an existing user with the departmental access. A menu bar with action buttons appears.
  2. Click , and then click Delete.