Difference between revisions of "SOP-MES0031 Admin Profile Maintenance"

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<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>  
 
<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.''
 
  
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== Administration  ==
 
== Administration  ==
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''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.  
 
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.  
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'''Figure 1: User Sign-In'''  
 
'''Figure 1: User Sign-In'''  
  
[[Image:01 Admin Sign in.jpg|left|400px|01 Admin Sign in.jpg]]<br><br>
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[[Image:01 Admin Sign in.jpg|500px|01 Admin Sign in.jpg]]<br>  
 
 
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'''Figure 2: Cirrus Welcome'''
  
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<br> 0[[Image:02 Admin Welcome Screen.jpg|700px|02 Admin Welcome Screen.jpg]]<br>  
 
 
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<br> '''Figure 2: Cirrus Welcome'''
 
 
 
[[Image:02 Admin Welcome Screen.jpg|left|700px|02 Admin Welcome Screen.jpg]]<br><br>
 
 
 
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== Profile Maintenance  ==
 
== Profile Maintenance  ==
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This section covers '''Profile Maintenance&nbsp;'''instructions for the Cirrus Portal, including how to add or edit roles and how to assign users specific roles.  
 
This section covers '''Profile Maintenance&nbsp;'''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&nbsp; Profile Maintenance'''.  
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To access the Profile Maintenance page, navigate to '''Administration <nowiki>></nowiki> Profile Maintenance'''.  
  
 
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'''Figure 3: Profile Maintenance Main Page'''  
 
'''Figure 3: Profile Maintenance Main Page'''  
  
[[Image:03 Admin Profile Maintenance.jpg|left|700px|03 Admin Profile Maintenance.jpg]]  
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[[Image:03 Admin Profile Maintenance.jpg|700px|03 Admin Profile Maintenance.jpg]]<br>  
 
 
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All the available roles will be listed alphabetically according to capitalization.  
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All the available roles will be listed alphabetically by Name.  
  
 
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'''Figure 4: Filter Results'''  
 
'''Figure 4: Filter Results'''  
  
[[Image:04 Admin Profile Maintenance Filter.jpg|left|700px|04 Admin Profile Maintenance Filter.jpg]]<br>
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[[Image:04 Admin Profile Maintenance Filter.jpg|700px|04 Admin Profile Maintenance Filter.jpg]]<br>  
 
 
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'''Figure 5: Add Profile'''  
 
'''Figure 5: Add Profile'''  
  
[[Image:05 Admin Profile Maintenance Add.jpg|left|700px|05 Admin Profile Maintenance Add.jpg]]<br>
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[[Image:05 Admin Profile Maintenance Add.jpg|700px|05 Admin Profile Maintenance Add.jpg]]<br>  
 
 
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'''Figure 6: Add Profile Form'''  
 
'''Figure 6: Add Profile Form'''  
  
'''[[Image:06 Admin Profile Maintenance Add Form.jpg|left|700px|06 Admin Profile Maintenance Add Form.jpg]]'''
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[[Image:06 Admin Profile Maintenance Add Form.jpg|700px|06 Admin Profile Maintenance Add Form.jpg]]<br>
  
 
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3. Enter a name into the '''Name''' field.
  
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4. Enter details into the '''Description''' field.
  
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5. Select '''Add '''to add the profile into the list.
  
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6. Select '''Cancel '''to exit without saving.
  
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=== Define Permissions  ===
  
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Once a new profile has been created, the site permissions need to be added to it. The user can add permissions to multiple sites using the '''Define Permissions '''function.
  
 
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1. To add permissions to a profile, select the desired profile and then select the '''Define Permissions '''icon located above the name list.
  
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2. The '''Define Permissions '''form displays:
  
 
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'''Figure 7: Define Permissions'''
  
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[[Image:07 Admin Profile Maintenance Edit.jpg|700px|07 Admin Profile Maintenance Edit.jpg]]
  
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<br> 3. Select which sites to grant access to the new profile. (These sites are listed in expandable format. If you check the box beside an expandable title, all subtitles will be checked. If&nbsp; the role is minimal, please only select the boxes beside the appropriate roles.)
  
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4. Select '''Save '''to confirm permissions addition. Select '''Back''' to exit.  
 
 
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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&nbsp; the role is minimal, please only select the boxes beside the appropriate roles.)
 
 
 
6. Select '''Add '''to confirm Profile addition, select '''Cancel''' to exit.  
 
 
 
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=== Edit Profile  ===
 
=== Edit Profile  ===
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'''Figure 7: Edit Profile'''  
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'''Figure 8: Edit Profile'''  
  
[[Image:07 Admin Profile Maintenance Edit.jpg|left|700px|07 Admin Profile Maintenance Edit.jpg]]<br>
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[[Image:08 Admin Profile Maintenance.jpg|700px|08 Admin Profile Maintenance.jpg]]  
  
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<br> 3. The edit profile form will display.
  
 
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'''Figure 9: Edit Profile Form'''
  
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[[Image:09 Admin Profile Maintenance Delete.jpg|700px|09 Admin Profile Maintenance Delete.jpg]]<br>  
 
 
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3. The edit profile form will display.
 
 
 
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'''Figure 8: Edit Profile Form'''
 
 
 
[[Image:08 Admin Profile Maintenance Edit Form.jpg|left|700px|08 Admin Profile Maintenance Edit Form.jpg]]<br>
 
 
 
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4. The user can edit the '''Name '''and the '''Description'''.  
 
 
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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.  
 
5. After changes to the profile have been completed, select '''Save '''to confirm changes or '''Cancel '''to exit.  
 
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=== Delete Role  ===
 
=== Delete Role  ===
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'''Figure 9: Delete Profile'''  
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'''Figure 10: Delete Profile'''  
 
 
[[Image:09 Admin Profile Maintenance Delete.jpg|left|700px|09 Admin Profile Maintenance Delete.jpg]]<br>
 
 
 
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[[Image:10 Admin Profile Maintenance.jpg|700px|10 Admin Profile Maintenance.jpg]]<br>  
 
 
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'''Figure 10: Assign User'''  
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'''Figure 11: Assign User'''  
  
[[Image:10 Admin Profile Maintenance Assign User.jpg|left|700px|10 Admin Profile Maintenance Assign User.jpg]]<br>
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[[Image:11 Admin Profile Maintenance Assign Confirm.jpg|700px|11 Admin Profile Maintenance Assign Confirm.jpg]]  
 
 
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<br> 2. A list of available employees will display.  
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<br> 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.  
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'''Figure 11: Confirm Assign User'''  
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'''Figure 12: Confirm Assign User'''  
 
 
[[Image:11 Admin Profile Maintenance Assign Confirm.jpg|left|700px|11 Admin Profile Maintenance Assign Confirm.jpg]]<br>
 
  
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[[Image:12 Admin Profile Maintenance.jpg|700px|12 Admin Profile Maintenance.jpg]]<br>  
  
 
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== Document Revision History  ==
 
 
 
{| 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
 
| Ashley Martin
 
| Technical Writer
 
| v 1.0
 
| This is the first revision of the Profile Maintenance User Guide.
 
|-
 
| 02/24/14
 
| Elaine Fonaro
 
| Technical Writer
 
| v 1.0
 
| Formatting for WIKI
 
|}
 
  
[[Category:Uncategorized]]
+
== Document Revision History ==

Revision as of 20:33, 18 July 2014

Cirrus > Administration > Admin Profile Maintenance
Sanmina logo.png


Administration
Profile Maintenance
Version MES15 Portal 1.0
Work Instruction


This Work Instruction is Sanmina's corporate standard.
This document is under revision control. The latest revision is located on SanminaNet.
Once printed it is an uncontrolled copy. All alterations to this work instruction require approval.
Contact the IT Global Education and Training Department to submit suggested alterations and or updates.


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

01 Admin Sign in.jpg

Figure 2: Cirrus Welcome


002 Admin Welcome Screen.jpg

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

03 Admin Profile Maintenance.jpg


All the available roles will be listed alphabetically by Name.


Filter Results

1. To filter the results, enter the Profile Name in the Name field and select Search.


Figure 4: Filter Results

04 Admin Profile Maintenance Filter.jpg


Add Profile

1. To add a profile in Profile Maintenance, select Add located above the user name list.


Figure 5: Add Profile

05 Admin Profile Maintenance Add.jpg


2. The Add Profile form will display.


Figure 6: Add Profile Form

06 Admin Profile Maintenance Add Form.jpg


3. Enter a name into the Name field.

4. Enter details into the Description field.

5. Select Add to add the profile into the list.

6. Select Cancel to exit without saving.

Define Permissions

Once a new profile has been created, the site permissions need to be added to it. The user can add permissions to multiple sites using the Define Permissions function.


1. To add permissions to a profile, select the desired profile and then select the Define Permissions icon located above the name list.

2. The Define Permissions form displays:


Figure 7: Define Permissions

07 Admin Profile Maintenance Edit.jpg


3. Select which sites to grant access to the new profile. (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.)

4. Select Save to confirm permissions addition. Select Back 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 8: Edit Profile

08 Admin Profile Maintenance.jpg


3. The edit profile form will display.


Figure 9: Edit Profile Form

09 Admin Profile Maintenance Delete.jpg


4. The user can edit the Name and the Description.

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 10: Delete Profile

10 Admin Profile Maintenance.jpg


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 11: Assign User

11 Admin Profile Maintenance Assign Confirm.jpg


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 12: Confirm Assign User

12 Admin Profile Maintenance.jpg




Document Revision History