11.1 SurfGuard User Administration

User Administration
The ‘User Admin’ function is located beneath the Banner in the Login Details area of your SurfGuard screen. All members have access to their own membership details via the ‘Current User’ menu item. You can change your contact details or password using this feature.

Certain users have been granted administrator rights within SurfGuard, as indicated by the option being available to you once you have logged on. The details displayed to you as an administrator are dependent on your level of access. If you believe you require higher User Admin access at Club, Branch, State and/or National level, contact the Help Desk.

Groups
The ‘Groups’ option allows you to manage the permissions groups that fall within your access level. Groups are listed by Name and can be sorted based on the Environment and Application to which they relate. For example, the SLSA Memberships Group has access to the Production environment and Membership application. This means that the data is live (as opposed to the playpen) and drawn from the membership database.

A number of actions are accessible from this screen. The ‘Edit’ button allows you to change certain information about the group — such as the name. Specific details about the group can be accessed via the ‘View’ button. The ‘Permissions’ button features a list of the different types of areas within SurfGuard that the group can access. Using this function, as an administrator, you can assign read, write, update, delete and grant permissions to the group for all areas within SurfGuard.

Users
The ‘Users’ option allows you to access and update users of the system. You can also add a new user via this menu option. To add a user, you must ensure that all mandatory fields are completed. These are indicated by an asterisk. A number of drop-down menus and tick boxes are also available.

Usually, a user’s Main Organisation will be the organisation that they will be using the most within SurfGuard. A user can have access to other organisations as well by selecting them in the ‘Available Organisations:’ area. A new user must also be assigned permissions to a number of Groups by selecting from the available list. The groups set up previously will determine the access rights that the user has within SurfGuard.

A user remains ‘active’ from the time they first log in to SurfGuard. If your account has not been accessed for over three months, you will need to send the Help Desk a Form 49 requesting reactivation of the account.