Security Administration

Online Mooring administrators control who has access to the web site, and what they can do, through the management of security roles.  Each user is assigned to a single security role, and the administrator can specify what members of that role can do.

To set up a new user of Online Mooring, you'll need to do the following:

Create a Login ID 

Login IDs can be created by an administrator, or by the user themselves.

In order for an administrator to create a login ID, they can follow these steps:
- Go to Security > Users
- Click the Add button to add a new login ID
- Fill out the form asking for info about the new user, and click the Save button.
- On the next page, choose a security role for this user, and any restrictions about what data they can access, then click Save.  For more information about roles and restrictions, please read below.
 

Assign a security role to the login 

When Login IDs are created, they are automatically assigned to the "Public" role, which has minimal rights.  If you want the user to have additional rights, an administrator will need to change the role they are assigned to.  Only administrators can do this.

If you are unsure which security role to use, you can visit the Roles page, which gives a description of each security role, and allows you to see what rights that role has.

To change the security role for a Login ID:
- Choose the Security > Users option from the Online Mooring menu.
- On the Users page, find the Login ID in the list (if there are many Login IDs, you may need to scroll, or you can type the user's Login ID or e-mail address and click Filter to show it)
- Click the Edit icon next to the login ID
- On the User page, select the correct role from the drop-down list, and click Save.  

(Optional)  Restricting a Login ID to some information in your database

You may want someone to be able do things to a subset of applications in your database.  For example, you may want to allow inspectors to enter inspection results only if they are listed as the inspector of a mooring.  Or you might want to allow someone to view or update information about one specific area within your jurisdiction.  If this Login ID needs restrictions within your database, an administrator will need to specify a filter that specifies the appropriate subset.

To specify a filter for a Login ID:
- Choose the Security > Users option from the Online Mooring menu.
- On the Users page, find the Login ID in the list (if there are many Login IDs, you may need to scroll, or you can type the user's Login ID or e-mail address and click Filter to show it)
- Click the Edit icon next to the login ID
- On the User page, fill out the Filter section of the page.  If the user is an inspector, select which Inspector they are from the drop-down list.  If the user should only have access to a certain area or sub-area within the jurisdiction of the provider, select those.  Then click Save.