OU-Domain-Client Administrator Setup Tips

Version 4.1 by karimpirani on 2014/06/24 19:57

Note:  OU = Organizational Unit

The following permissions are the recommended set for an OU Administrator:

  1. CANS_CREATE
  2. CANS_DELETE
  3. CANS_EDIT
  4. CANS_VIEW
  5. CLIENTS_CREATE
  6. CLIENTS_DELETE
  7. CLIENTS_EDIT
  8. CLIENTS_OU_EDIT
  9. CLIENTS_OU_VIEW
  10. CLIENTS_TAG_EDIT
  11. CLIENTS_TAG_VIEW
  12. CLIENTS_VIEW
  13. OU_VIEW
  14. REPORTS_VIEW
  15. <Any Reports that OU Admins should have visibility to>
  16. RESPONSIBILITIES_CLIENT_EDIT
  17. RESPONSIBILITIES_CLIENT_VIEW
  18. RESPONSIBILITIES_OU_EDIT
  19. RESPONSIBILITIES_OU_VIEW
  20. RESPONSIBILITIES_USER_EDIT
  21. RESPONSIBILITIES_USER_VIEW
  22. RESPONSIBILITIES_VIEW
  23. ROLES_VIEW
  24. STAFF_EDIT
  25. STAFF_OU_EDIT
  26. STAFF_OU_VIEW
  27. STAFF_VIEW
  28. TAXONOMY_CLIENT
  29. TAXONOMY_CLIENT_VIEW
  30. OU_ADMIN
  • Remember to give the OU administrator responsibility for their Organization Unit and to place staff and clients into the OU for which the OUAdmin will be assigned responsibilities. 

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  • There is no need to place the OU Administrator at the OU

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Domain Administrator

II. For a Domain Administrator add all permissions and remove the OU_ADMINISTRATOR Permission.

Office Support

III. For a Office Support (Client Creation) add the following:

  1. ROLES_VIEW
  2. CLIENTS_CREATE
  3. CLIENTS_DELETE
  4. CLIENTS_EDIT
  5. CLIENTS_OU_EDIT
  6. CLIENTS_OU_VIEW
  7. CLIENTS_TAG_EDIT
  8. CLIENTS_TAG_VIEW
  9. CLIENTS_VIEW
  10. OU_ADMINISTRATOR
  11. RESPONSIBILITIES_USER_VIEW
  12. CANS_VIEW
  13. DATA_ENTRY_ADMINISTRATOR
  14. CANS_CREATE
  15. CANS_EDIT

 

The Office Support person should be placed at the OU where they will be administering and entering clients and have responsibility for the OU so they can work within it.