Restrict access to an item on the HMI device

By default, all users on HMI devices have access to these items in the
Project Explorer:
  • Shortcuts in the
    Navigation Menu
    folder.
  • Screens and popups in the
    User-Defined Screens
    and
    Predefined Screens
    folders. Navigate to these items on the HMI device by triggering an event with a navigation command. Users who do not have the Administrator role have read-only access to the
    Settings
    screen and related popups in the
    Predefined Screens
    folder.
Change the access level for any item in the
Project Explorer
. Restrict access to an item for any role except the
Administrator
role. The
Administrator
role always has Inherit access, and the role inherits Full Access from the root folder.
To restrict access to an item on the HMI device
  1. In the
    Project Explorer
    , expand the folder that contains the item to restrict access:
    • To select a screen or popup, expand the
      User-Defined Screens
      folder or the
      Predefined Screens
      folder.
    • To select a shortcut, expand the
      Navigation Menu
      folder.
  2. Select or double-click the item. The
    Properties
    window for the item opens.
  3. In the
    Properties
    window for the selected item, expand the
    Security
    category.
  4. After each role (Engineer, Maintenance, Operator, Restricted, and Supervisor), select the access option for each role.
    • Inherit.
      Grants the same access assigned to the parent folder.
    • Full Access.
      Grants access to open and interacts with the item, and shows the item in the
      Navigation menu
      on the HMI device.
    • Read Only.
      Grants access to open the item, but denies interaction with it. The item appears in the
      Navigation menu
      on the HMI device. Users assigned to a role with read-only access can still interact with the
      Navigation menu
      and alarm tables. For example, a user with read-only access to an alarm table can still perform read operations, such as viewing alarms and details, selecting alarms and conditions, filtering alarms, and pausing alarms. The user cannot perform write commands that change the state of an alarm.
    • No Access.
      Denies access to open or interact with the item. The item does not appear in the
      Navigation menu
      on the HMI device.
  5. To set individual role access to a shortcut, independent of the access to the screen on which the shortcut is based:
  1. Select the shortcut.
  2. In the
    Properties
    window of the selected shortcut, clear the
    UseScreenSecurity
    check box.
  3. Select the access level for each role.
    Do not base the security for a shortcut on its defining screen if the user has access to some shortcuts of a screen but should not have access to a particular shortcut.
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