ultriva user groups. about us… lori mcneely [email protected] ultriva customer support specialist...

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Ultriva User Groups

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Page 1: Ultriva User Groups. About Us… Lori McNeely lorim@ultriva.com Ultriva Customer Support Specialist Supporting Ultriva > 5 years 2 Naveen Gottumukkala naveeng@ultriva.com

Ultriva User Groups

Page 2: Ultriva User Groups. About Us… Lori McNeely lorim@ultriva.com Ultriva Customer Support Specialist Supporting Ultriva > 5 years 2 Naveen Gottumukkala naveeng@ultriva.com

About Us…

Lori [email protected] Customer Support SpecialistSupporting Ultriva > 5 years

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Naveen [email protected] ConsultantSupporting Ultriva > 10 years

Page 3: Ultriva User Groups. About Us… Lori McNeely lorim@ultriva.com Ultriva Customer Support Specialist Supporting Ultriva > 5 years 2 Naveen Gottumukkala naveeng@ultriva.com

General Webinar FAQ

• If you have a question please use the question box and we will try to go over them at the end.

• We will be recording this webinar and will have it available on the help site for download in the future. http://help.ultrivalms.com/

• We plan on hosting additional webinars at this time on the 3rd Thursday of every month. The next webinar will be October 17th and we will go through some of the Ultriva Reports.

• We are doing the demos in Ultriva Version 7.5 and higher.

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Page 4: Ultriva User Groups. About Us… Lori McNeely lorim@ultriva.com Ultriva Customer Support Specialist Supporting Ultriva > 5 years 2 Naveen Gottumukkala naveeng@ultriva.com

User Groups – General Info

• Better understanding of the user group hierarchy, how to create a user group, assign users, and set up My Routines.

• We will have a few short surveys throughout this webinar and will give you the results.

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Page 5: Ultriva User Groups. About Us… Lori McNeely lorim@ultriva.com Ultriva Customer Support Specialist Supporting Ultriva > 5 years 2 Naveen Gottumukkala naveeng@ultriva.com

User Group Hierarchy - System

Ultriva defined user groups Available to all plants Not editable

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Page 6: Ultriva User Groups. About Us… Lori McNeely lorim@ultriva.com Ultriva Customer Support Specialist Supporting Ultriva > 5 years 2 Naveen Gottumukkala naveeng@ultriva.com

User Group Hierarchy - Global

Created at the AppCSR/SuperUser LevelAvailable to all Plants or Workcenters if Applicable

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Page 7: Ultriva User Groups. About Us… Lori McNeely lorim@ultriva.com Ultriva Customer Support Specialist Supporting Ultriva > 5 years 2 Naveen Gottumukkala naveeng@ultriva.com

User Group Hierarchy - Local

Created at the Plant or Workcenter LevelAvailable only to the Plant or Workcenter where it was created

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Page 8: Ultriva User Groups. About Us… Lori McNeely lorim@ultriva.com Ultriva Customer Support Specialist Supporting Ultriva > 5 years 2 Naveen Gottumukkala naveeng@ultriva.com

Importance of User Groups

• Users only have access to a few specific actions – making it easier for users to learn their role

• You know the exact permissions the users have – no guessing involved

• If using a System group, users may end up with unintended access to an Action or to something at the Admin level

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Page 9: Ultriva User Groups. About Us… Lori McNeely lorim@ultriva.com Ultriva Customer Support Specialist Supporting Ultriva > 5 years 2 Naveen Gottumukkala naveeng@ultriva.com

For Additional Information

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Ultriva Inc.1601 S. De Anza Blvd., # 260Cupertino, CA 95014(408) 248-9803www.ultriva.com

Lori McNeelyCustomer Support [email protected](408) 961-2485