Difference between revisions of "SOP-MES0031 Admin Profile Maintenance"
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| − | [[ | + | [[Image:Sanmina logo.png|130px|Sanmina logo.png]] |
| + | <br> | ||
| + | <center>'''Administration''' </center> <center>'''Profile Maintenance''' </center> <center>'''Version MES15 Portal 1.0''' </center> <center>'''Work Instruction''' </center> | ||
| + | <br> | ||
| + | <center>This Work Instruction is Sanmina's corporate standard.</center> <center>This document is under revision control. The latest revision is located on SanminaNet.</center> <center>Once printed it is an uncontrolled copy. All alterations to this work instruction require approval.</center> <center>Contact the IT Global Education and Training Department to submit suggested alterations and or updates.</center> | ||
| + | ''This edition applies to MES15 Portal 1.0 and all subsequent releases and modifications until otherwise indicated in new revisions.'' | ||
| − | < | + | <br> |
| − | + | == Administration == | |
| − | + | ''This edition applies to MES 15 Portal 1.0 Application and all subsequent releases and modifications until otherwise indicated in new revisions.'' | |
| − | + | Administrative privileges for the Cirrus portal are located in the Administration menu heading. With the portal, Administrators are able to access privileges from one convenient location. Privileges include User Maintenance, Plant Maintenance, Site Maintenance, Profile Maintenance, and Generic Attribute Maintenance. Also located in the Administration menu heading are SFDC Administrator, Document Control, PTS Administrator, and LE Administration. | |
| + | This work instruction is intended to guide administrators on how to manage and maintain the Cirrus Portal, as well as to provide specific user groups a common sense of portal operation. | ||
| − | + | To access any of the Administration functionalities, the user must sign into the Cirrus Portal and then select the Administration expandable heading located in the menu on the left of the screen. | |
| − | + | '''Figure 1: User Sign-In''' | |
| − | |||
| − | |||
| − | '' | + | '''Figure 2: Cirrus Welcome''' |
| − | == | + | == Profile Maintenance == |
| − | |||
| − | + | This section covers '''Profile Maintenance '''instructions for the Cirrus Portal, including how to add or edit roles and how to assign users specific roles. | |
| − | + | To access the Profile Maintenance page, navigate to '''Administration <nowiki>></nowiki> Profile Maintenance'''. | |
| − | + | '''Figure 3: Profile Maintenance Main Page''' | |
| − | |||
| − | + | All the available roles will be listed alphabetically according to capitalization. | |
| − | + | === Filter Results === | |
| − | + | 1. To filter the results, enter the Profile Name in the '''Name '''field and select '''Search'''. | |
| − | |||
| − | |||
| − | |||
| − | + | '''Figure 4: Filter Results''' | |
| − | |||
| − | |||
| − | + | === Add Profile === | |
| − | + | 1. To add a profile in Profile Maintenance, select '''Add''' located above the user name list. | |
| − | + | '''Figure 5: Add Profile''' | |
| − | |||
| − | |||
| − | + | 2. The '''Add Profile''' form will display. | |
| − | + | '''Figure 6: Add Profile Form''' | |
| − | ''' | + | 3. Enter a name into the '''Name''' field. |
| − | + | 4. Enter details as necessary in the '''Description''' field. | |
| − | + | 5. Select which sites to grant access to the new user. (These sites are listed in expandable format. If you check the box beside an expandable title, all subtitles will be checked. If the role is minimal, please only select the boxes beside the appropriate roles.) | |
| − | ''' | + | 6. Select '''Add '''to confirm Profile addition, select '''Cancel''' to exit. |
| − | + | === Edit Profile === | |
| − | + | 1. To edit a profile, select the desired profile by placing a check mark in the box to the left of the profile name. | |
| − | + | 2. Select '''Edit'''. | |
| − | + | '''Figure 7: Edit Profile''' | |
| − | |||
| − | |||
| − | + | 3. The edit profile form will display. | |
| − | + | '''Figure 8: Edit Profile Form''' | |
| − | |||
| − | |||
| − | + | 4. The user can edit the '''Name '''and the '''Description'''. The user can also add or remove access to sites by placing or removing a check mark in the box to the left of the site title. | |
| − | ''' | + | 5. After changes to the profile have been completed, select '''Save '''to confirm changes or '''Cancel '''to exit. |
| − | + | === Delete Role === | |
| − | + | 1. To delete a profile, select the desired profile by placing a check mark in the box to the left of the profile name. | |
| − | + | 2. Select '''Delete'''. | |
| − | + | '''Figure 9: Delete Profile''' | |
| − | |||
| − | |||
| − | ''' | + | 3. A confirmation pop-up will display. Select '''Yes '''to confirm or '''No '''to cancel. |
| − | + | === Assign User === | |
| − | + | 1. To assign a user in the '''Profile Maintenance''' page, check the box to the left of the appropriate profile name, then select '''Assign User'''. | |
| − | + | '''Figure 10: Assign User''' | |
| − | |||
| − | |||
| − | |||
| − | 2. <nowiki>*</nowiki>A list of available employees will display. | + | 2. <nowiki>*</nowiki>A list of available employees will display. |
| − | 3. Check the box next to the name of the employee that should be assigned the role. | + | 3. Check the box next to the name of the employee that should be assigned the role. |
| − | 4. Select the '''Update''' button at the top left of the screen to save the selection. | + | 4. Select the '''Update''' button at the top left of the screen to save the selection. |
| + | |||
| + | '''Figure 11: Confirm Assign User''' | ||
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| − | |||
---- | ---- | ||
| − | ==Document Revision History== | + | == Document Revision History == |
| − | |||
| − | |||
| − | |||
| − | |||
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| − | |||
| − | |||
| + | {| width="100%" cellspacing="0" cellpadding="4" border="2" | ||
| + | |- | ||
| + | | bgcolor="#00FFFF" align="center" | <font color="#FFFFFF">Date</font> | ||
| + | | bgcolor="#00FFFF" align="center" | <font color="#FFFFFF">Author</font> | ||
| + | | bgcolor="#00FFFF" align="center" | <font color="#FFFFFF">Title</font> | ||
| + | | bgcolor="#00FFFF" align="center" | <font color="#FFFFFF">Version</font> | ||
| + | | bgcolor="#00FFFF" align="center" | <font color="#FFFFFF">Change Reference</font> | ||
|- | |- | ||
| − | |02/17/14 | + | | 02/17/14 |
| − | |Ashley Martin | + | | Ashley Martin |
| − | |Technical Writer | + | | Technical Writer |
| − | |v 1.0 | + | | v 1.0 |
| − | |This is the first revision of Generic Attribute User Guide. | + | | This is the first revision of Generic Attribute User Guide. |
| − | |||
|- | |- | ||
| − | |02/24/14 | + | | 02/24/14 |
| − | |Elaine Fonaro | + | | Elaine Fonaro |
| − | |Technical Writer | + | | Technical Writer |
| − | |v 1.0 | + | | v 1.0 |
| − | |Formatting for WIKI | + | | Formatting for WIKI |
| − | |||
|} | |} | ||
| − | [[ | + | [[Category:Uncategorized]] |
Revision as of 20:08, 25 February 2014
This edition applies to MES15 Portal 1.0 and all subsequent releases and modifications until otherwise indicated in new revisions.
Contents
Administration
This edition applies to MES 15 Portal 1.0 Application and all subsequent releases and modifications until otherwise indicated in new revisions.
Administrative privileges for the Cirrus portal are located in the Administration menu heading. With the portal, Administrators are able to access privileges from one convenient location. Privileges include User Maintenance, Plant Maintenance, Site Maintenance, Profile Maintenance, and Generic Attribute Maintenance. Also located in the Administration menu heading are SFDC Administrator, Document Control, PTS Administrator, and LE Administration.
This work instruction is intended to guide administrators on how to manage and maintain the Cirrus Portal, as well as to provide specific user groups a common sense of portal operation.
To access any of the Administration functionalities, the user must sign into the Cirrus Portal and then select the Administration expandable heading located in the menu on the left of the screen.
Figure 1: User Sign-In
Figure 2: Cirrus Welcome
Profile Maintenance
This section covers Profile Maintenance instructions for the Cirrus Portal, including how to add or edit roles and how to assign users specific roles.
To access the Profile Maintenance page, navigate to Administration > Profile Maintenance.
Figure 3: Profile Maintenance Main Page
All the available roles will be listed alphabetically according to capitalization.
Filter Results
1. To filter the results, enter the Profile Name in the Name field and select Search.
Figure 4: Filter Results
Add Profile
1. To add a profile in Profile Maintenance, select Add located above the user name list.
Figure 5: Add Profile
2. The Add Profile form will display.
Figure 6: Add Profile Form
3. Enter a name into the Name field.
4. Enter details as necessary in the Description field.
5. Select which sites to grant access to the new user. (These sites are listed in expandable format. If you check the box beside an expandable title, all subtitles will be checked. If the role is minimal, please only select the boxes beside the appropriate roles.)
6. Select Add to confirm Profile addition, select Cancel to exit.
Edit Profile
1. To edit a profile, select the desired profile by placing a check mark in the box to the left of the profile name.
2. Select Edit.
Figure 7: Edit Profile
3. The edit profile form will display.
Figure 8: Edit Profile Form
4. The user can edit the Name and the Description. The user can also add or remove access to sites by placing or removing a check mark in the box to the left of the site title.
5. After changes to the profile have been completed, select Save to confirm changes or Cancel to exit.
Delete Role
1. To delete a profile, select the desired profile by placing a check mark in the box to the left of the profile name.
2. Select Delete.
Figure 9: Delete Profile
3. A confirmation pop-up will display. Select Yes to confirm or No to cancel.
Assign User
1. To assign a user in the Profile Maintenance page, check the box to the left of the appropriate profile name, then select Assign User.
Figure 10: Assign User
2. *A list of available employees will display.
3. Check the box next to the name of the employee that should be assigned the role.
4. Select the Update button at the top left of the screen to save the selection.
Figure 11: Confirm Assign User
Document Revision History
| Date | Author | Title | Version | Change Reference |
| 02/17/14 | Ashley Martin | Technical Writer | v 1.0 | This is the first revision of Generic Attribute User Guide. |
| 02/24/14 | Elaine Fonaro | Technical Writer | v 1.0 | Formatting for WIKI |
