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Here is the home screen of the Permissions Manager:
- Summary - Brings you back to the home screen of the permissions manager and displays all recent pending, approved, declined or cancelled requests.
- Pending Requests - Allows for a more detailed search of all pending requests made either for the user or by the user.
- Permission Requests - Allows the user to request or revoke permission to a folder or network drive.
- Membership Requests - Ignore this tab (for advanced users).
- Management (Authorizers Only) - Shows all folders that the user is in charge of and who has access to those folders.
- Search - Allows for a search of any type of request, operation made on a permissions request, user, start or end date, or request ID.
- Reports - Allows an administrator to generate reports such as request statistics, permissions granted, and management status.
NOTE: Only administrators can generate synchronization reports. All users can generate other reports.
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If you would like to request access for yourself or for another user to any folder maintained by the Permissions Manager, you first need to click on the Permission Requests tab on the left side of the screen.
Once the page loads, you will be taken to the request screen.
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If requesting permissions for a user other than yourself, click the Change User button.
The Users Search window will appear and you can search for the user for whom you wish to request permissions.
In the empty textbox, enter the user’s last name, first name and click on Search. If you are not sure of the spelling of the names, then type the last letter of the last name, followed by a coma, and the first letter of the first name. Click on Search.
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Click in the box labeled Name, and select Logon Name
If you know the Logon Name (Network ID at Cincinnati Children’s) of the user, then select Logon Name from this list, enter the network ID in the blank textbox, and click on Search.
Click in the box labeled Contains and select any one of the following options:
- Begins With - If you know the first few letters of the user's last name, then you can type those in the empty textbox. For example, if you are trying to find the user Spivak, Alexandar but have no idea how to spell the name, you would select Name, Begins With, type SP in the empty textbox, and click on Search.
- Ends With – If you know the last few letters of the user’s first name, then you can type those in the empty textbox. For example, if you are trying to find the user, Alexandar Spivak but have no idea how to spell the last name. You would select Name, Ends With, type DER in the empty textbox, and click on Search.
- Contains - If you know some letters of a name, but are unsure whether it is the first name or last name, then type that in the empty textbox. For example, in the name Alexander Spivak, you are only sure of “ander”, then you can select Name, Contains, type ANDER in the empty textbox, and click on Search.
- That is - If you know the exact spelling of the user's name or Logon Name (network ID), only then use this option. For example, if you know Alex's user ID is SPI9IW, then you would select Logon Name, That is, type SPI9IW in the empty textbox, and click on Search.
Once the user is found, click on their name in the Display Name column and that is the user for whom you will be requesting permissions.
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Here is where you select the folder to which you wish to give the user access. Click on Browse.
The Select Folders window will appear.
If you know the exact name of the path of the folder you can type it in the search field at the top of the window.
Otherwise, look through the listed available drives until you find the drive you desire. Once it is found, click on the + next to the name.
This will expand the drive and show all the sub folders of that drive.
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Sort through the folders until the desired folder is found.
Click the checkbox next to the name of the folder and click OK at the bottom of the window.
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The path for the selected folder(s) will be added to the textbox.
Click Add and the folders will be moved to the operations step.
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