Setting user defaults

You use the Security Controls action to specify the defaults for user records. You can access the Security Controls action from either the Security Groups application or the Users application.

About this task

You can specify the following defaults for user records:
  • Default security group for new users - New users are automatically assigned to a security group. The default group defines their security permissions until they are assigned to additional groups. The default group is MAXDEFLTREG. The permissions for this group are limited to access to the Start Center. Users can change their own passwords.
  • Default status for new user records - The default status is NEWREG. The NEWREG status allows you to search for new user records. You can also route records into a workflow process.
  • Group for all users - The default security group for global permissions is MAXEVERYONE. When you select Group for All Users in Security Controls, the user is added to MAXEVERYONE.
  • Electronic signature dialog - When you select Display User ID in the Electronic Signature Dialog in Security Controls, the system displays the user ID in the window, and prompts the user to enter a password.
Your implementation might use an application server to authenticate with an external directory by means of the Lightweight Directory Access Protocol (LDAP). In this case, you do not use the system to perform some functions. These functions might include:
  • Self registration - This function is not supported in conjunction with an external directory.
  • Setting or changing passwords and password hints - All password-related functions are managed by the directory.
By default, when you use an application server for authentication, the directory manages user and group creation. You can set properties to allow user and group creation to be performed directly in the system. The settings of these properties result in certain features being enabled or disabled in the system.

Procedure

  1. Select the Security Controls action.
  2. In the User Defaults section, specify the following defaults:
    1. In the Default Group for New Users field, type the name of the group, or click Detail Menu.
    2. In the Initial Self-Registered User Status field, type a user status.
    3. In the Group for All Users field, specify the group for global permissions. The default is MAXEVERYONE.
    4. Select the Display User ID in the Electronic Signature Dialog check box to display the user ID in the window when the system prompts users to enter their passwords. If you implement electronic signatures, you must enable login tracking.
  3. Click OK.