Creating Roles

A role is a container to which you can apply privileges, which grant the right to access and modify specific functions and elements within your ProFicient system. Once established, you can assign your users to a role, which grants those users access to everything within the role.

To create roles, do the following:

1. In Database Manager, double click the Role Information table.

2. In the Database Manager menu bar, click Options | Add.

   OR

   Right click in the table, and then click Add.

   OR

   Using the keyboard, press CTRL+A.

3. In the Role Name data field, type the name of the new role (for example, type Business Manager, Quality Control, Process Analyst, Data Entry, etc.).

4. In the Access Level drop-down list, click the desired access level:

   • Administrator. Complete administrator access.
   • Database. View all resources in database.
   • Company. View all resources in "own" company, but other companies are hidden.
   • Division. View all resources (parts, jobs, employees, processes, and gages) in "own" division, but other divisions are hidden.
   • Site. View all resources (parts, jobs, employees, processes, and gages) in "own" site, but other sites are hidden.
   • Department. View all resources (parts, jobs, employees, processes, and gages) in "own" department, but other departments are hidden.

5. To set the role privileges, do the following:

   • System Tab

     Configure access to database, table, and employee settings.

     1. Click to check Database Manager User.

     2. To enable or disable, double click the desired privilege.

        NOTE: To enable all privileges, click the Set All button. To disable all privileges, click the Clear All button.

        • Data Set Delete. Allow role to delete data.
        • Database Initialize. Allow role to create the ProFicient tables inside the database.
        • Employee Security Configure. Allow role to modify privileges of all roles.
        • Employee. Allow role to add, delete, and edit employees.
        • Rebuild Keys. Allow role to rebuild tables during a ProFicient upgrade.
        • Table Items. Allow role to add, delete, and edit items in the ProFicient tables.
   • SPC Tab

     Configure access to functions in ProFicient SPC.

     1. Click to check SPC User.

     2. To enable or disable, double click the desired privilege.

        NOTE: To enable all privileges, click the Set All button. To disable all privileges, click the Clear All button.

        • Alarm Rules. Allow role to add and edit alarm rules.
        • Application Preferences. Allow role to modify SPC project preferences, including toolbar buttons, process events, save and refresh frequency, fonts, lines, ribbon bar, and menu items.
        • Assignable Cause Code. Allow role to add and edit assignable cause codes (ACCs).
        • Company/Department. Allow role to add and edit companies or departments.
        • Control Limits. Allow role to add and edit control limits.
        • Corrective Action Code. Allow role to add and edit corrective action codes (CACs).
        • Create New Project. Allow role to create new ProFicient SPC projects.
        • Defect Opportunities. Allow role to assign a value to defect opportunities.
        • Defect/Defective Code. Allow role to add and edit defect codes or defective codes.
        • Descriptor. Allow role to add and edit descriptors.
        • Employee. Allow role to add and edit employees.
        • Part. Allow role to add and edit parts.
        • Process Event – Assign ACC. Allow role to assign assignable cause codes (ACC) to process events.
        • Process Event – Assign CAC. Allow role to assign corrective action codes (CAC) to process events.
        • Process Event. Allow role to add and delete process events.
        • Process. Allow role to add and edit processes.
        • SPC Email Notification. Allow role to add and edit email notifications.
        • Specification Limits. Allow role to add and edit specification limits in ProFicient SPC projects.
        • Subgroup. Allow role to add, delete, disable, edit, lock, and unlock subgroups. To view subgroup comments, users must be able to edit subgroups
        • Test. Allow role to add and edit tests.
   • GTS Tab

     Configure access to functions in ProFicient GTS.

     1. Click to check GTS User.

     2. To enable or disable, double click the desired privilege.

        NOTE: To enable all privileges, click the Set All button. To disable all privileges, click the Clear All button.

        • Application Preferences. Allow role to modify GTS project preferences.
        • Company/Department. Allow role to add and edit companies or departments.
        • Employees. Allow role to add and edit employees.
        • Gage Models. Allow role to add and edit gage models.
        • Gage Types. Allow role to add and edit gage types.
        • Gages. Allow role to add and edit gages.
        • Locations. Allow role to add and edit divisions, sites, departments, areas, and process units.
        • Perform Gage Calibration. Allow role to calibrate gages in the ProFicient GTS system.
        • Perform Gage Move. Allow role to move gages in the ProFicient GTS system.
        • Procedures/Requirements. Allow role to add and edit calibration procedures and requirements.
   • MSA Tab

     Configure access to functions in ProFicient GTS.

     1. Click to check MSA User.

     2. To enable or disable, double click the desired privilege.

        NOTE: To enable all privileges, click the Set All button. To disable all privileges, click the Clear All button.

        • Add Study. Allow role to add gage studies.
        • Application Preferences. Allow role to modify MSA project preferences.
        • Create New Project. Allow role to create new ProFicient MSA projects.
        • Delete. Allow role to delete gage studies.
        • Edit Study. Allow role to edit gage studies.
        • Specification Limits. Allow role to add and edit specification limits in ProFicient MSA projects.
   • Table Permissions Tab

     Configure access to Insert, Update, and Delete individual ProFicient tables.

     1. Click the desired table (for example, ACC_DAT, ACC_GRP, ACC_LINK, etc.).

     2. To manage privileges for tables, do the following:

        • To enable Insert privileges for the selected table, click the + (plus) button in the Insert column.

          To disable Insert privileges for the selected table, click the - (minus) button in the Insert column.

        • To enable Update privileges for the selected table, click the + (plus) button in the Update column.

          To disable Update privileges for the selected table, click the - (minus) button in the Update column.

        • To enable Delete privileges for the selected table, click the + (plus) button in the Delete column.

          To disable Delete privileges for the selected table, click the - (minus) button in the Delete column.

        NOTE: To enable all table privileges, click the Select All button. To disable all table privileges, click the Clear All button.

   • Documents Tab

     After creating links to the desired applications, you can grant roles access to those applications in the InfinityQS Application Launcher.

     1. To add available applications to the role, click the Add button, and then do the following:

        1. CTRL+click the desired applications.
        2. Click the OK button.
     2. To remove available applications from the role, click desired item, and then click the Remove button.

     3. To copy and paste the selected applications, do the following:

        1. In the Role Information dialog box, click the Copy button, and then click the OK button.

        2. In the Database Manager menu bar, click Options | Add.

           OR

           Right click in the table, and then click Add.

           OR

           Using the keyboard, press CTRL+A.

        3. In the Role Information dialog box, configure the new role.
        4. Under the Documents tab, click the Paste button.
6. Click the OK button.