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The eLandings system allows users to self-manage operations and users authorized to submit reports for those operations. In addition to registering new operations and users, the rights to view and edit reports may be granted and revoked.
Primary User
Each operation requires and allows for one primary user. When the operation is first registered, the user who creates the account becomes the primary and administrative user. The primary user is also the administrative user for the operation and cannot have his/her administrative privileges removed. An administrative user may change who is the primary user for an operation but the primary user cannot be disabled until that privilege has been changed to another administrative user. A person's account should be disabled if they leave the company.
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To provide security and control of user and operations management, only administrative users may authorize other users for operations.
As mentioned above, when an operation is registered the person who creates the account automatically becomes the primary and administrative user for that operation. With administrative privileges, the user can authorize other users within the operation and revoke their authorizations as needed. An administrative user can also grant administrative privileges to other users for an operation which allows to determine user roles.
Authorizing an Existing User for an Operation
Administrative users may authorize other users for an operation. To authorize a user, first go to your user profile.
On your user profile page your authorized operations are listed. Operations for which you are an administrative user have their Operation Name displayed as a link. If the Operation Name is not a linked, then you do not have administrative privileges for that operation.
Click on the Operation Name for the operation where you want to add the user. This will display the Operation Information and User Maintenance page. At the bottom of the Authorized Users section is a User ID field. Enter the User ID of the user that you wish to add to the operation and click the Add Existing User button. The user will be added to the operation.
If you would like the newly added user to have administrative rights for the operation, then check the Admin check box and click the Save button.
If none of the boxes are checked, then the user has "standard" rights - they cannot add users to the account but they are able to see all the landing reports for the operation.
Limiting a User's Access to Reports
A user's ability to view and edit reports is limited to the operations they are authorized for and the permissions related to their user profileaccount. The eLandings system allows administrative users to restrict access to only those reports that certain users create which have not been edited by someone else. Users that have these restricted privileges are known as Limited Users.
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Another situation where you might want to make someone a limited user is when you use an agent who is not an employee of your company. If they were not a limited user, they would be able to view all the landing reports for your operation. As in the instance above, if they are limited users they can only initiate and edit a landing report that they created for you as long as no one else from the company opens the report to make edits.
To set a user as a limited user, first go to your user profile.
On your user profile page your authorized operations are listed. Operations for which you are an administrative user have their Operation Name displayed as a link (in blue text). If the Operation Name is not a link then you do not have administrative privileges for that operation.
Click on the Operation Name for the operation where you want to limit the user. This will display the Operation Maintenance page. The Authorized Users section will show the users authorized for the operation. Click the Limited checkbox for the user you want to limit and click the Save button.
Disabling or Removing a User's Authorization for an Operation
An administrative user may revoke a user's authorization to view and edit reports for an operation. A user's authorization may be revoked in two ways. The authorization may be temporarily disabled, but left in place so that it can be restored in the future, or it may be completely removed. The disable method would typically be used for seasonal employees who are leaving the operation, but are expected back the next season. The remove method is used for users who are not expected back, such as employees who are fired.
To disable or remove a user's authorization for an operation, first go to your user profile.
On your user profile page your authorized operations are listed. Operations for which you are an administrative user have their Operation Name displayed as a hot link. If the Operation Name is not a hot link then you do not have administrative privileges for that operation.
To revoke a specific user's authorizations you'll need to click on the Operation Name that user is authorized for. This will display the Operation Maintenance page with an Authorized Users section that shows the who has privileges for the operation. If you want to leave them as part of the operation, perhaps because they are only seasonal employees, click the Disabled checkbox for the user and you can uncheck the box when the employee returns. Click the Remove checkbox if you want to remove them from the operation permanently. Click the Save button to save your changes. In the example below, the user Leopard Shark has been disabled at the end of the fishing season. If an employee with a User Account has resigned or been terminated, a user with administrative privileges can select, Remove.
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Read Only Users
Another way that administrative users can allow restricted access to reports is to authorize users as read-only users. The read-only users can view all reports for operations where they are authorized, but cannot make any edits. There are a number of reasons why you might want to have read-only users.
One case is where a third party service organization needs to query your reports to provide you with summary information and advice. In this case they need to be authorized to view your reports, but have no need to update reports.
Another case is accounting personnel for your company who need landing report information to compile activity and financial reports. They, also, have no need to update reports.