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6-6 STRATA CS ADMINISTRATOR MANUAL
BETA DOCUMENT - PRELIMINARY & CONFIDENTIAL
specific department by clicking on the appropriate tab. See Chapter 7, “Managing
Workgroups,” for details about setting up workgroups.
Roles
Roles are collections of specific permissions that are granted to users according
to the roles they perform in the organization. By default Strata CS contains two
roles—Administrators and Users. You can edit these roles as needed and you can
also create new roles (see “To create a new role” on page 6-39).
Setting user options ___________________________________
You can set user options in Strata CS in the following ways:
n Set options for all users. To set up all users with the same options,
create a template user, and then base all users on the template (see
“Adding a user by using a template” on page 6-9).
n Set options for a group of users. Create a template user for each group
of users with common characteristics, and then base each user in the group
on the template.
n Set options for individual users. Follow the steps described in “Adding
a user in the User dialog box” on page 6-8.
Also, users can customize many options themselves using the Client. You
control the options that they can customize by allowing or restricting
access to specific Options dialog box tabs in the Client.
Where to set user options
User options are set in both the Strata CS Administrator and Client.
n Some options can only be set in the Administrator. These options are
described in detail in this chapter.
n Some options are set in the Client. To edit these options from the
Administrator, click the
Edit All Client Settings button in the User dialog
box. Client options are described in detail in Strata CS Client User Guide.
n Some options can be set in both places. This allows you to set up
users using standard defaults for your organization. Individual users can
then customize the settings further, or you can restrict the options that
users can customize. These options are described in this chapter and in
Strata CS Client User Guide.