Security

Add, Modify, and Delete Authorization Groups

Use authorization groups to assign a default profile to a group of users.

You can also limit access to certain areas of Mitchell Estimating (Edit Global Menus) or make certain fields required, read-only, or hidden (Design Screens) for users assigned to an authorization group.

Use the system-defined authorization groups as is or as templates to create your own groups:

  • Administrator: This group provides access to all areas of the program. You need at least one user ID to be assigned to the Administrator authorization group.

    Note: This group cannot be modified or deleted.

  • Adjustor: This group restricts access to program configuration settings and is generally used as a template so you can create your own authorization groups.

Tip: When setting up Mitchell Estimating, create the profile first, then set up your authorization groups (and assign a default profile to each), and then create user IDs. When you create a user ID, you assign it to an Authorization Group, thus setting the default profile for the user.

How to

  1. On the System Info menu, click Authorization Groups.
  2. On the Authorization Groups dialog box, click New.
  3. Enter the New Authorization Group Name, and click OK. The new name is added to the Authorization Groups list.
  4. On the Default Profile list, select the default profile that you want this group of users to use.
  5. (Optional): Click Edit Global Menus to limit access to certain areas of Mitchell Estimating for this user group.
  6. (Optional): Click Design Screens to customize the field properties for this user group.

You can create a new group by copying an existing group.

  1. On the System Info menu, click Authorization Groups.
  2. On the Authorization Groups dialog box, select the name of the group you want to duplicate.
  3. Click Copy, enter the New Authorization Group Name, and then click OK. The new name is added to the Authorization Groups list.
  4. Change the settings as needed for the new group.

Note: The system Administrator authorization group cannot be changed or deleted.

  1. On the System Info menu, click Authorization Groups.
  2. On the Authorization Groups dialog box, select the name of the group you want to modify.
  3. If necessary, select a different default profile from the Default Profile list.
  4. (Optional): Click Edit Global Menus to limit access to certain areas of Mitchell Estimating for this user group.
  5. (Optional): Click Design Screens to customize the field properties for this user group.

You can delete any authorization group that has no users assigned to it. If you need to delete a group that has assigned users, reassign the users to another group first. (The “Mitchell” user assigned to the Administrator group cannot be changed or deleted.)

Note: The system Administrator authorization group cannot be changed or deleted.

  1. On the System Info menu, click Authorization Groups.
  2. On the Authorization Groups dialog box, select the name of the authorization group you want to remove.
  3. Click Delete, and then click OK at the prompt.

 

See also:

Create/import estimate settings (a profile)

Add user IDs