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Restrict users to certain files

A
Written by Antoine Larsen
Updated over a month ago

It's possible to restrict a user's access to cases that have a field populated with a specific value. This feature is set up on a per case type basis.

There are three stages to setting this up:

Create a field in Database Maintenance that will contain a value linked to the individuals' User Profile

  1. Select the Database Maintenance program from the Proclaim toolbar.

  2. Use the drop-down and select the correct case type.

  3. Click New.

  4. Select the Alphanumeric option and enter the Name and Screen Label.

  5. Click Save and exit.

Add the field to a screen in the Screen Designer program

  1. Select the Screen Designer program from the Proclaim toolbar.

  2. Use the drop-down and select the correct case type.

  3. Click New.

  4. Enter the desired screen title, tab colour and authorisation level.

    Note: The authorisation level should be set to a higher authorisation level than the general user base to prevent general users from being able to see the screens and therefore the password, but to permit the system administrator access to it.

  5. Click Add Data Field to add the field created in step one onto the new screen.

  6. Click SAVE and then EXIT.

  7. Click COMMIT to save the changes and then EXIT.

Link the field value to the User Profile

  1. Enter the User Profiles program.

  2. Select the User, and click on Update.

  3. Select the Email/ Printing Tab.

  4. Navigate to the Restricted User area.

  5. Tick the Proclaim User box.

  6. Select the Case Type you are restricting access to.

  7. Using the folder icon to the right of the DB Data Field, select the Database Field created in Step 1.

  8. Enter the same value in the Static Data Field that is contained in the newly created field on the case.

In addition to the above steps, the user also needs their access confined to the case types that this has been applied to in the Restricted User area.

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