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To see our video on Setting up Security, click this icon.  

When setting up your yard, it is important to keep security in mind.

Scrap Dragon allows you to set up restrictions in two ways:

• You can restrict what the workstation can do.
• and you can restrict what the user can do.

In this course, we’ll discuss adding restrictions to the user.

We will look at:

1. Defining positions
2. What clearances are assigned to the positions
3. Next, we’ll take a look at Linking the User menu items to positions
4. Then, we’ll see how to add a new user
5. And lastly, we’ll see how to associate users with positions

A large part of the Admin security will already be set up for you. The positions will have the roles and user menu options associated with it. So we’ll take a look at what is already set up and if you do need to make changes, how to do that. Once everything is set up correctly, you will add a new User, and assign a position to that user.

Positions

Security is set up in the  menu.

1. Choose the   menu.
2. You can see the positions that have already been created. Positions are used to create groups of users that make security management easier.

   For example the Scale Operator position would include all of your users that work operating the scale.

   

3. To add a Position, select Add .
4. Type in the name and description.

   

5. Now, lets assign the roles that we would like this position to have. To filter this list, choose the drop-down menu and filter the roles by role type.
6. Simply click and drag the roles that you want to assign to the assigned roles column.
7. Or you can use the  button to add all roles to the position. If you use the  button a prompt will appear asking "would you like to add restrictive roles as well?" Depending on what you are setting up, you will either click yes or no on this prompt. Once you've responded to the prompt the roles will be added.
8. You can use the  Action Item button to set the User Menu items that will be available to the different roles at your yard.
9. And select Save.       
      

Roles

Roles can be accessed from the  menu.

From the  menu, you can see a list of the various predefined roles that are currently set up in Scrap Dragon. Each role is displayed as a tile. Roles are groups of clearances that you will assign to a certain position.

• If you select a specific Role, a new screen will open in which you can see a short description about the role and what positions are associated with those roles.
• When setting up your security, you will likely not need to make any changes to the Roles, as they are already set up.
• You can use this menu to see what positions are assigned to each role.
• You can also make any of these inactive if need be. Simply check the "Inactive" box. →
• You should save any changes you make to an existing role, or save a newly created role by clicking the  Action Item button.
• You can add a role by clicking the  Action Item button from the Roles Menu screen..

Admin>Roles

User Menu Configuration

Let's take a look at the User Menu. You can access the from the home page by pressing the User Menu tile.

 If you are editing a position you can use the User Menu Item Config Action Item to edit and assign the User Menu items that will display for that position.

You can also edit and assign User Menu items for specific positions from the User Menu tile on the main Administrator menu. 

Some menu options may not be available if the user doesn’t have permissions through their positions clearances or if the workstation, through the Local Computer settings, does not have the clearance to view it. The user menu is a collection of secure processes in ScrapDragon. Depending on your position, you may not need access to all of these. These are linked to the position that you are assign to a User.

User Menu

The User Menu is where you set up the user’s toolbox, which is a list of programs that each user may need to perform their tasks. User defined tasks can be added to the User Menu to give yard operators quick access to their most used tasks. Select an item and touch Run User Menu Item to launch the task.

The User Menu items are defined in security. Those shown for your yard may be different than those shown here. For example, one operator may have cash related items while another operator may not. 

Button	Description
	Run User Menu Item opens the selected item. For example, if Add New Vehicle is selected, a screen opens where you can enter the details about a new vehicle. You can also double click the User Menu Item tile to run the User Menu Item
	Edit Menu Item allows you to change the location of that item in the user menu. Save any changes and close the screen.
	Lock locks the Scrap Dragon application. Enter a password to open it.
	Close the current module/screen.

1. From the positions menu, select a position and click User Menu Item Config. On the next screen, add the user menu items to that position.
2. Now we need to add the User Menu items. Just click and drag them to the Assigned column.

   Note: Once you link your User Menu items to the positions, you won’t have to do it again. You might need to make some updates in the future, but for the most part this is a one time set up and now you can just add your Users and assign them to a position. 

3. Save your changes.

Add a New User and Assign Position

First we'll discuss how to establish a new user in the system. Then we’ll get into how to assign positions.

From the Admin Menu:

1. Choose Users .

   Note: You can use the search function or press Show All current users so as not to create a duplicate.

2. To add a new user, select Add .

   

3. Now fill in all personal information for the user, including a Username and Password that they will use to sign in.
4. Also select a Lock Pin number for anyone who is buying scrap. The operators should lock the screen by choosing the Lock icon when they are not actively using it to allow others to log in with their PIN numbers. This allows for the correct user to be assigned to the tickets that they are working with.
5. You can also upload a User Seal here, if applicable, by clicking the Upload User Seal Action Item. 

   Now we need to assign Positions and Yards to the User.

6. Select the Position that the User should be assigned to by double-clicking it.
7. Now, select the yard that they will hold that position, by double-clicking it so that it also turns green.

   Note: You can have a user assigned to multiple positions at multiple yards if need be. If there is a Cashier that works at more than one yard, you would select the Cashier position and then double-click any of the yards that they need to be assigned to. 

8. The last option that you will want to set up for the user is the email address. Entering the email address here will update the distribution list. This will allow for batch report emails to be automatically sent from administrators to users. Select the Email action item.

   

9. Fill in the Name and Email address.
10. And select Add.

    

Now your user is set up with proper security and is ready to get to work!

 

 

 

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