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Making Changes To Access Rights

There are three areas in Collect! where you can make changes to access rights settings. This topic will give the steps for accessing each one of the areas.

1. Access Rights form

This form may be used to make changes to a particular menu item, form or field. You may set an alias, a pick list, a control file, color and other settings. You may also select the Form Rights subform to apply additional changes.

2. Form Rights form

This subform of the Access Rights form may be used for more specialized settings for a menu item, form or field. You may set an alias, a pick list and a rights level. The settings in this form are for a particular user level that you select.

3. Operator Level Rights form

This subform of the User Level form may be used to set rights for a particular user level. You may select a particular menu item, form or field to set permissible user functions for. An alias may also be set that applies to the user level.

Access Rights List

1. Sign into Collect! in EXCLUSIVE mode with User Level 99.

2. Select System from the top menu bar and then select Access Rights from the drop-down choices. This will display the list of all Access Rights for menus, forms and fields in Collect!.

tip.gif Items in the list are displayed with the name of the form first, followed by names of fields and buttons. For instance, 00100: Client is the Client form. All the fields on the Client form start with the same identifying number 001 followed by the field number. (For example, 00101: Client #, and 00102: Name)

3. Select the item in the list that you want to change access rights for. This will display the Access Rights form for the item. Examine the field labeled Namewhen the Access Rights form is displayed to ensure that you are editing the correct item.

4. Make any required changes on the Access Rights form. Open the Form Rights subform to make changes for a particular user level.

5. Press F8 to save your changes and return to the Access Rights list.

6. If you wish, you may select another item to change.

7. When you are finished with all your changes, select the REBUILD button at the bottom of the Access Rights List to rebuild your rights.

8. Sign out of Collect! and sign in as you would normally.

tip.gif You must sign out of Collect! completely, returning to the Desktop, whenever you change to a different User Level, or some of the rights from the previous level that you were signed in as may still be in effect.

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Form Rights

1. Sign into Collect! in EXCLUSIVE mode with User Level 99.

2. Open the Access Rights form for the item you wish to edit. Examine the field labeled Namewhen the Access Rights form is displayed to ensure that you are editing the correct item.

3. Open the Form Rights subform for the item, or press F3 or the new button to create new Form Rights.

4. Select the down arrow next to the field labeled Rights and choose an access rights level.

tip.gif These settings have different effects depending on whether you are setting rights for a menu item, a form or a field. Please refer to Help topic Permissible User Functions for details.

5. Press the down arrow next to the field labeled Level and select the User Level you wish to apply this access level to. You can also choose an Alias, or Field Label that will only apply to this User Level.

6. You can also choose or create a Pick List that will only apply to this User Level.

7. Press OK or F8 to save your changes.

8. Press the NEW button if you want to modify another User Level.

9. When you are finished, press OK or F8 to save your changes.

10. When you are finished with all your changes, select the REBUILD button at the bottom of the Access Rights List to rebuild your rights.

11. Sign out of Collect! and sign in as you would normally.

tip.gif You must sign out of Collect! completely, returning to the Desktop, whenever you change to a different User Level, or some of the rights from the previous level that you were signed in as may still be in effect.

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Operator Level Rights

1. Sign into Collect! in EXCLUSIVE mode with User Level 99.

2. Select System from the top menu bar and then select User Levels from the drop-down choices. This will display the list of all user levels.

3. Select the User Level that you want to change. This will open the User Level form for the Operator Level you wish to edit. Examine the fields labeled Code and Description when the User Level form is displayed to ensure that you are editing the correct level.

4. Open the Operator Level Rights subform for the item you wish to edit, or F3 or the new button to create a new item.

5. Make sure the field labeled Item displays the correct item. Or, if this is a new entry, press the down arrow next to the field and select the item you wish to apply this access level to.

6. Select the down arrow next to the field labeled Permissible user functions and choose an access rights level.

tip.gif These settings have different effects depending on whether you are setting rights for a menu item, a form or a field. Please refer to Help topic Permissible User Functions for details.

7. Press the down arrow next to the field labeled Item and select the item you wish to apply this access level to. You can also choose an Alias, or Field Label that will only apply to this User Level.

8. Press OK or F8 to save your changes.

9. Select another item from the Operator Level Rights list if you wish to continue making modifications, or press F3 for a new form.

10. When you are finished, press OK or F8 to save your changes.

11. When you are finished with all your changes, select the REBUILD button at the bottom of the Access Rights List to rebuild your rights.

12. Sign out of Collect! and sign in as you would normally.

tip.gif You must sign out of Collect! completely, returning to the Desktop, whenever you change to a different User Level, or some of the rights from the previous level that you were signed in as may still be in effect.

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See Also

- How To Set Field Or Form Properties

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