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You have the field "Role" stored in your user record, you want to use the "Role" field to define which configuration CAD users receive. 

Info
titleUser record fields

In some servers, the user record is mapped in the console and is available to view in the Map Settings screen (usually mapped to module id 333).  If you do not have a "user" module mapped in your configuration and therefore cannot check the fields available to you, these can be found in the HH_USERS table.  Access Utility->Show Db to view the database and select the HH_USERS table to view the fields stored.

Assuming that a user record has a "Role" field stored in your Data Source, and the field has a value already defined, it may contain three values:

  • Sales
  • Management
  • Other

"Role" can be defined for multi configuration, a sub-configuration named "Management" can be created where configuration changes can be made and a separate CAD saved.  When activating, Management users will then receive a unique CAD.

Info
titleExample device activation flow

If a server contains a Base Configuration, "Role" is defined for multi configuration and a CAD has been created with the name "Management"the example above had been defined, the activation process is as follows:

  1. User enters their activation email address and data source login credentials
  2. The server reads the user record from the data source , and checks if the value stored in "Role" field contains a value that matches our configuration names "Management":
    1. If the user record contains "Management", they receive the " Management " cad / configurationCAD
    2. If the user record contains any other value or the value is blank, they will receive the Base Configuration CAD
    A separate CAD needs to be saved for both Mangement and Base Configuration.  If a users activate and no CAD exists for their configuration, an error is displayed on the client

All servers contain a Base Configuration, and you can create additional configurations based on values in the "role" field not shown in the example abovethere is no need to create a sub configuration for every value that "Role" can contain.  If you want a group of users to receive a different CAD, create a configuration with the value they would have in their user record.  In the example above, separate configurations could be created for Sales, Management and Other, each one can be customised.

 

 

 

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