Group Manager

Group Manager is used to maintain the security groups which are used to manage the different levels of access to the databases and functions within Q_Panel.

There are two default system groups (shown by the System checkbox) which are Admin and Admin (Global) – these cannot be deleted.  The Admin group allows access to all Q_Panel functions, and the Admin (Global) group allows access to global tasks such as users and security.

To view details of a security group select the group by clicking on the name or by checking the box next to the group and selecting Properties from the toolbar.

• The Users tab  - shows the users who have access to this security group.  Users may be added or removed from the security group.  (Users can also be added or removed from a security group using User Manager).
• The Databases tab - shows the databases that are available for use within the security group.  Users who have access to the security group may only access the databases that are included.  Databases may be added or removed from the security group.
• The Functions tab - shows the Q_Panel functions that are available within the security group.  Functions may be added or removed from the security group.

Example - adding a new security group

To create a new security group to do the following:

• Allow users to create and run prototypes and samples
• Allow users to filter and view panellists using Panel Manager, but not to activate, delete or make any other panellist changes
• Allow access to only the ChildDB702 and the MARSCnetTRAINING702 databases

From Group Manager, click on New to create a new group.  The New Group dialog will be displayed.  Enter the name Samples and Panel Manager and description Run samples and view panellists. 

We will not specify the users for this group yet, so click on the Databases tab.

Select the databases ChildDB702 and MARSCnetTraining702 in turn and click on the right arrow (>) to add to the Member of box. 

(You could use the double right arrow (>>) if you wanted to add all the databases).

Next, click on the Functions tab.

Scroll down to the SampleManager group.  Click on the checkbox next to SampleManager to select it (all the sub-functions will automatically be selected too).  Click on the right-arrow (>) to add to the Member of box.

Next, open up the PanelManagement folder and the Panellist folder below it.

We want to give the users in this group access to Panel Manager, but they are not to be given access to make any changes.

Click the checkbox next to Panellist, but then uncheck the functions below.

Click on the right-arrow (>) to add to the Member of box.

In order to use Panel Manager, the user must also be able to run filters, so we need to give access to this function as well.

Open up the top-level Maintenance folder and scroll down to Filter.  Click the checkbox next to Filter.  This will automatically select all the sub-functions.

Click on the right-arrow (>) to add to the Member of box.

Click on OK to save changes.

We now have our new security group set up. 

The final task is to add users to this group.  This can be done either from Group Manager using the Users tab, or from User Manager.

Having set up a security group and assigned a user to it, it is a good idea to log in as this user to ensure that the security group has been set up as required.  Functions that the user does not have access to will either be hidden or will display an error message if the user attempts to use them.

Multiple security groups

A user may be a member of more than one security group, therefore having the combined access rights of each of the groups.  A user may be a member of a particular group that does not have rights to Administrator functions, but may still have access to these functions through membership of an entirely separate group. Therefore, when reviewing access rights for a particular user, look carefully at every group to which they belong.