Session Objectives
The purpose of this session is to guide you through the process of adding users and assigning them access to specific records within GEMS.
By the end of this session, you will be able to...
Create new users with the proper settings
Manage users’ access to data using User Roles
Task 1: Create a new user
Add a new user with the following properties:
Username: [YourName] Training User
User Type: Edit User
Email: [YourName]@computershare.net
Which areas did you not know how to fill in? Make note of them.
Task 2: Create new User Role
Add a new User Role with the following properties:
Description: [YourName] Training Role
Members: The new [YourName] Training User AND…you!
Why should you add your account to this User Role?
Task 3: Limit access to a field
Add a new Access Level to [YourName] Training Role with the following characteristic:
Give Browse access to the EIN field on the Basics Screen.
Test it! Did it work?
How did you know which EIN field to add?
Task 4: Limit access to range of entities
Add the below Access Levels to [YourName] Training Role:
Give members full access to United States entities, but no access to all other entities
Test it!
Can you think of another way to accomplish the same goal as above? How else could you do it?