Manage Security Wizard

The Manage Security Wizard is a tool to assign permissions to many Objects to one or more Users and Groups at the same time. It is a lot like the Manage Security Dialog except it will work on multiple Objects and Users (or Groups) at the same time.

To access the Manage Security Wizard, choose SYSTEM | SECURITY | MANAGE SECURITY WIZARD from the menu.

Step 1 - Select the Users and Groups

When you first enter the screen, you select the users and groups you want to apply permissions to.

If you select a group and a user, and the user is a member of the group, then no permissions will be assigned to the user because they would be unnecessary.

Step 2 - Select the Items to Change Security for.

First, select the type of Object you want to manage security for. Object Types are:

• Calendars
• Resource Groups
• Resource Types
• Resources
• Calendar Event Types

Next, click on an Item in the Available Items pane and then click on the > right arrow button to move the Item into the Selected Items side. You can mark multiple Items by using shift and click or control and click.

Step 3 - Select the Permissions to Assign

Check off the permissions you wish to assign. If you want to remove all permissions, UNCHECK all of the options.

• Calendar Permissions

  These are permissions for a specific calendar that can be assigned to a User or a Group.

  The two most critical permissions are:

  User or Group can add events to this calendar.

  View this calendar.

  Detailed List of Calendar Permissions

  Approve events added to this calendar by others When Users with this permission create an event, it will default to Approved. If no Users are event Approvers, then any event added to the calendar will default to Approved.

  Change the default color and style for new events. You can setup a calendar to have a specific default Item style. Users with this permission will be able to change the style from the default to any available style. See Item Style Setup for more information.

  Events are approved when entered. Users who have this permission will have their events automatically approved when added but they will not have permission to approve events added by others.

  Delete this calendar When a calendar is deleted, all events on that calendar will also be deleted.

  Edit the settings for this calendar. This includes calendar level options, calendars rolled up into the calendar, etc.

  Edit events created by others. A User must have this permission to be able to edit events added by others.

  Mail Approvers when this user or group adds an event. If you have someone with the Events are approved when entered permission, you can set this option and Approvers will still receive a notification when the User adds an event.

  Mail Approvers when this User or Group edits an event. You can set this option so that when a User edits an event, Approvers will get notified about the change.

  Manage security for this calendar. Users with this permission can edit or give permissions to others for the calendar.

  Revoke approval of an event when it is edited by this User or Group. When a User or Group assigned this permission edits an approved event, then the event will need to be re-approved.

  User or Group can add events to this calendar. Users with this permission are allowed to add events to the calendar.

  View this calendar. People who have this permission can view the calendar.

  Include this calendar as part of other calendars. You must have this permission to create a calendar that has the calendar rolled up, or included, within it. See Also: Rollup Calendars connectDaily allows you to combine calendars so that you can view different calendars together. For example, the city of Denver has teams for the following sports: Basketball Football Hockey Lacrosse Soccer Each team has their own calendar so visitors can see games just for their sport. connectDaily allows you to create a Sports Calendar that would combine all of the individual team calendars into one calendar. Visitors can now see all of the games happening on one day without having to visit different calendars.

  Take ownership of events this User or Group approves. When a User has this permission and that User approves an event added by another User, then they will become the owner of the event. Unless the originator has the permission, Edit events created by others, they will not be able to edit the event.

• Resource Group Permissions
  Permission	Description
  Delete this xxxx	Users or Groups that have this permission can delete this (Event Type, Resource Type, or Resource Group).
  Edit this xxxx	User or Groups that have this permission can edit this (Event Type, Resource Type, or Resource Group).
  Manage Security for this xxxx.	Users or Groups that have this permission can manage the security for this (Event Type, Resource Type, or Resource Group).
  View Usage of this xxxx.	Users or Groups that have this permission can view this (Event Type, Resource Type, or Resource Group), including calendars for this Object Type.
  Use this xxxx.	Users or Groups that have this permission can create use of the (Event Type, Resource Type, or Resource Group) when creating calendar events.

  Events will only be displayed if the user has permission to view the calendar the event is on.

• Resource Type Permissions
  Permission	Description
  Delete this xxxx	Users or Groups that have this permission can delete this (Event Type, Resource Type, or Resource Group).
  Edit this xxxx	User or Groups that have this permission can edit this (Event Type, Resource Type, or Resource Group).
  Manage Security for this xxxx.	Users or Groups that have this permission can manage the security for this (Event Type, Resource Type, or Resource Group).
  View Usage of this xxxx.	Users or Groups that have this permission can view this (Event Type, Resource Type, or Resource Group), including calendars for this Object Type.
  Use this xxxx.	Users or Groups that have this permission can create use of the (Event Type, Resource Type, or Resource Group) when creating calendar events.

  Events will only be displayed if the user has permission to view the calendar the event is on.

• Resource Permissions

  These permissions can be assigned for an individual Resource.

  Tip
  
  Remember that the User must have View and Use Permissions to the parent resource type, as well, to use a resource.

  Approve requests to use this Resource. Users with this permission can approve resource requests from other Users in the system. When Users with this permission create an event that uses a resource, the request to use the resource will default to approved. If no one has this permission, then requests to use the resource are automatically approved. Refer to Using Resource Management for additional information.

  Manage Security for this Resource. Users with this permission can assign and edit the permissions that other Users have for this resource.

  Delete this Resource. Delete will not be allowed if there are any events in the calendar that use the Resource. If you need to retire a Resource, but want to keep those old events around, then you should remove the View Usage and Use This Resource permissions from all Users.

  View usage of this Resource. Users who have this permission can view calendars or Resource Planner View for this resource.

  Edit this Resource. This permission allows the User to change the definition of the resource, including the type, name, and other elements.

  Use this resource for events. Users who have this permission can assign this resource to events that they create.

• Event Type Permissions
  Permission	Description
  Delete this xxxx	Users or Groups that have this permission can delete this (Event Type, Resource Type, or Resource Group).
  Edit this xxxx	User or Groups that have this permission can edit this (Event Type, Resource Type, or Resource Group).
  Manage Security for this xxxx.	Users or Groups that have this permission can manage the security for this (Event Type, Resource Type, or Resource Group).
  View Usage of this xxxx.	Users or Groups that have this permission can view this (Event Type, Resource Type, or Resource Group), including calendars for this Object Type.
  Use this xxxx.	Users or Groups that have this permission can create use of the (Event Type, Resource Type, or Resource Group) when creating calendar events.

  Events will only be displayed if the user has permission to view the calendar the event is on.

Up to this point, the changes have not been saved. Clicking on the Finish button will apply the permissions to the selected Users and Groups.