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<< Click to Display Table of Contents >> Navigation: Administration > Database Administration > Managing Databases > Assigning database administrators |
The easiest method for assigning administrators to a specific database is to use the Admin Console to setup a matter and assign the database to that matter. Then setup a user group, assign the administrator users to that group, and then assign that user group to the same matter. You can also quickly assign users as administrators for all databases using the Admin Console. While the Admin Console works well for these types of scenarios, it can be cumbersome if you just need to setup one user as an administrator on one database. For setting up administrators on a one user to one database basis, the easiest method is to select the database, and then use the User Management feature to assign that specific user as the administrator for that specific database. You can setup multiple administrators using this same method, however it may become time consuming if you have several users to assign as administrators to several databases, as assignments must be applied on a per user per database basis. Which tool you use depends on how many administrators you need to setup, on how many databases. The default, when adding users to a Concordance Desktop server in the Admin Console, is set to allow all users "Supervisor" privileges across all Concordance Desktop databases on the server. If however users are added to the server when a database has been migrated to Concordance Desktop
When you assign database administrators, take into account each of their roles and schedules for managing database processes and ongoing database maintenance tasks.
This method is usually used to assign a user as an administrator across several, or all the databases on this Concordance Desktop server. This is the default for all users when you add them to the server, unless you change their License Type, Field Rights and/or Menu Types.
1.Click on the Workspace tab.
2.On the File Menu, click Administration and then Admin Console.
3.Click the Management tab, to open the Management pane.
4.Click the Users folder to display the list of all users.
5.Locate and click on the user you want to assign as an administrator.
6.Click the License Type down-arrow, and select Administrator.
7.Change the Field Rights setting only if you need to restrict the user's Write access to the database. Otherwise, leave the default of Read and Write.
8.Click the Menu Type down-arrow and select either Supervisor or Administrator, depending on the menus you want the user to have access to as the administrator of the database.
•Supervisor - Access to all menus and menu commands. A supervisor can add users in the Admin Console and then restrict field-specific rights and limit their menu access on a database by database basis from the User Management screen.
•Administrator - Access to all menus and menu commands except the Modify, User Management, and Zap menu commands.
9.If you want to assign this user as an administrator across all databases on this Concordance Desktop server, click the Assign settings for this user to all DB's button.
10.Click the Synchronize now button to save and synchronize the changes.
This method is usually used to assign one administrator to a single database. Though it can also be used to assign multiple administrators to a single database.
1.Open the database to which you need to assign an administrator user, by using one of the following methods.
•Select the database from the Databases Recent list
•Select the database from the Databases Current Database list.
•From the File menu, click Open (if the database is not listed in the Recent or Current Database lists).
2.On the File Menu, click Administration and then User Management.
3.Type your own administrator User name and Password, and then click OK, to gain access to the User Management screen for the selected database.
4.Click the Menu access tab.
5.Click on the login ID of the user you want to assign as an administrator of the database.
6.Under the Presets section, click on either Supervisor or Administrator, depending on the menus you want the user to have access to, as the administrator of the database.
7.To further define the menu access for this administrative user, click on the check box next to a menu option to add or remove a check mark. A check mark indicates that the user has access to that menu, while no check mark indicates they do not have access.
i.To set restrictions on sub-menus, click on the main menu option's plus sign to box to display the list of sub-menus, and then add and remove check marks as necessary.
8.Do one of the following:
•Click Apply to apply the setting to the selected user. You'll want to use Apply if you need to add more administrators.
•Click OK to apply the setting to the selected user and close the User Management screen. If adding multiple administrator users, click OK only after the very last user assignment.
9.Repeat all the steps for each user you want to assign as an administrator of the database.