User Settings

The entity information section of the Users page (Admin > Configure > Security > Users) allows you to manage settings and permissions that apply only to the entity that is currently selected.

• The Retired User Account and Account Expiration Date options in this area will retire the account only for the entity that is currently selected. Alternatively, to retire the account for the entire website, use the options in the system-wide area.
• Security Groups are the security group(s) that the user has been assigned to for the current entity. Each security group has certain permissions associated that are managed on the Security Groups page.

Permissions

• Permissions by Record Type - user permissions for incidents, problems, projects, CSI records, failure analyses and actions
• Administrative Permissions - permissions that allow the user to access or manage various features, functions and tools within XFRACAS
• Other Permissions - permissions related to details, reports and charts, dashboards, the text search utility, the portal, ribbon and data syncing and export functions.

Assigned Categories, Parts and Open Items

• Categories - specify which categories, if any, the user belongs to. The available categories for each entity are managed on the User Categories page.
• Responsible Parts - shows parts that the user has been assigned as the owner. When a user account is retired, all parts that the user is responsible for should be reassigned.

		Reassign Owner for Selected Parts allows you to assign a different owner for the part(s) that are currently selected.
		Remove Owner for Selected Parts removes the current user's ownership of the part(s). This will also clear the e-mail CC list.

• Responsible Open Items - displays a count of all open incidents, problems and actions that have been assigned to the current user.
• Clicking each count opens a report that lists all records of that type. When a user is retired, all items that the user is responsible for should be reassigned.
• Reassign Owner for Open Items allows you to assign a different owner for all records of a particular type.