Overview of Source Authority and Source Management Levels

For sources and facilities that have been assigned a Source Management Level, agency users must have source authority in order to modify associated materials. For sources and facilities without an assigned Source Management Level, agency users can modify associated materials without the need for source authority.

The source authorities assigned to user accounts interact with source management levels to allow user access to information about sources and facilities, including daily source reports and mix designs. System administrators can use a combination of these features to customize access, providing:

• Broad access to a group of sources and facilities by assigning a source management level and user-level source authority to a user role.

• Granular access to a single facility or source by assigning facility-level or source-level source authority to a user role.

• Multiple levels of access by assigning a combination of source authority and source management levels. In cases where one assigned level allows access and another assigned level does not, the system provides the user with access.

 

To set up source authority and source management levels:

1. Navigate to the Source Management Level Overview component and create source management levels. For instructions, see Adding a Source Management Level.

2. Specify the sources and facilities that are governed by the source management level. See Maintaining a Source Management Level.

3. After setting up source management levels, assign these levels to a person and their associated user. For information about assigning these levels to a:

• • Person record, see Maintaining Source Management Levels for a Person.

  • User record, see Maintaining User Source Authority.

 

Repeat this process for all of the users who will share the same access rights governed by the source management level.

• Note: When you assign source authority at the user level, the system associates a user role with a source management level and any child source management levels in the hierarchy.

Another way to allow external users to access daily source reports and mix designs for sources and facilities is to set up vendor authority:

1. Navigate to the User Summary component and click the Vendor Authority tab.

2. Review the list of sources and facilities for which the user will record daily source reports and mix designs, and create a vendor authority record for each associated vendor. For instructions, see Assigning Vendor Authority.

Note: Users with vendor authority can add and edit daily source reports and mix designs for all sources associated with the vendor, even if the agency has not granted the user source authority.

To provide a user with granular access to individual facilities or sources outside of their vendor authority or source management level, assign facility-level and source-level source authorities to the user. Users can have different combinations of these settings. For instructions, see Maintaining Facility-Level Source Authority, Maintaining Source-Level Source Authority, and Assigning Vendor Authority.

The administrator can choose to allow non-administrator roles to set up source authorities and source management levels. To enable roles to:

Assign source authorities, navigate to the Role Summary component and click the Source Authority Assignable Roles Quick link. For instructions, see Assigning Source Authority Assignable Roles to a Role.

Assign source management levels, select a combination of role settings. For instructions, see Managing Security Roles.

Related topics:

Introduction to User Security