Data Forms Interface |
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Required Fields |
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Carry Forward |
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Auto-numbering on a field-by-field basis |
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Set subview sort order |
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Find pick list and tree usages |
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Configure Carry Forward to Select Fields |
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Auto-assign catalog number option |
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Clone Record |
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Query Combo Box (QCB) Autocomplete |
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Query Combo Box Search inside Query Builder |
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Relationships between Collection Objects from different Collections |
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Set usage notes for a field in form field mouseovers |
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Create Pick Lists from entire table, a column or user defined items |
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Switch subview display format |
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Enable Subforms on Forms |
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Display Subform Records in Grid View |
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Change sort order for Subforms or Grid View |
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Configure Fonts |
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Configure Colors |
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See record edit history from the form |
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Disable field labels temporarily |
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Configure form width |
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Configure date format |
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User Interface for selecting a Date / partial Date |
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Batch Identify |
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Hide portions of the form based on Agent type |
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Series Data Entry |
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Query Builder |
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Sort on one/multiple columns |
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Filter criteria |
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Multiple filter criteria for a field using union (logical OR) |
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Count records |
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Run distinct query (removes duplicates from results) |
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Pick List support in Query Builder |
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Save As for queries |
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Import/Export Queries |
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Export formats for query results |
XLS, XLSX, CSV |
CSV |
Create KML output file |
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Create Record Set |
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Create Record Set from a subset of query results |
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Show more than one record in form view from result set |
All records |
All, or selected only |
Always checkbox for field |
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Prompt checkbox for field when running report |
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Series results checkbox |
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Search synonyms checkbox |
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Query on a field that is hidden in schema config |
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Show all attachments for result set |
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Print reports on selected records from result set |
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Can be done though a record set |
Simple Search |
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Wild cards and stemming |
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Search multiple tables |
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Full text indexing and search |
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Simple search configuration dialog |
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No User interface for configuration. Inherits Sp6 settings. Can also be configured by editing XML |
Select individual records from search result set to create record set |
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Show all attachments for result set |
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Show more than one record in form view from result set |
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Export records from result to Excel |
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Exporting to CSV is supported |
Print reports on selected records from result set |
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Can be done though a record set |
Interactions |
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Create Loan/Gift from Record Set |
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Create Loan/Gift from CO Prep |
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Create Loan/Gift from uncataloged item |
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Ability to Deaccession items |
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Autofill Date |
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, in form definition |
Ability to add collection objects to accession from accession form using magnifying glass icon with plus sign. |
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Information requests |
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Configure Email Address for autofill |
Yes, in settings |
Yes, in form definition |
Loan form missing attachment set in Specify 6 prefs |
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Preparations Based interactions Option (Loan, Gift, Borrow, Exchange In, Exchange Out) |
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Scan barcodes to return Items |
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Count fields for entire interaction record |
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Tree-structured data and Interfaces |
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Move |
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Merge |
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Synonymize |
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Undo synonym |
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Add Child |
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Delete node |
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Synonymize Paleo trees |
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Go to Associated Collection Objects |
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(sets up a query) |
Search |
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Yes. Also shows rank names |
Collapse tree ranks |
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Split view mode |
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View mode |
(with restrictions- cannot edit while another user is making changes) |
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Delete node |
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Move columns left |
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Customize Tree definition |
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Syonymize on the form |
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Attachments |
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Add Attachment via form |
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View attachment in a data form |
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Open attachment in external program (like Word, Adobe Acrobat, …) |
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View attachment in web browser |
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Bulk upload of attachments |
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Attachment metadata (View, Edit, Query) |
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Sort attachments |
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Change attachments grid size |
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Configure attachment location |
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WorkBench Module |
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Create Data Set from import file formats |
XLSX, XLS, CSV |
XLSX, XLS, CSV, TSV, PSV |
Create Data Set through keystroke Data Entry |
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Choose CSV delimiter upon import |
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Export Data Set |
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Choose CSV delimiter upon export |
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Export MS Excel template with DB field mappings embedded |
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N/A |
Importing large Data Sets |
Up to 7,000 rows |
Unlimited (limited only by the performance of the server) |
Sort |
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Undo (reverse) a database upload batch |
Only until finalized by user action |
Anytime, until uploaded records are subsequently changed |
Sort on multiple columns |
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Remember sort settings |
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Simple Search |
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Advanced search (case sensitivity, whole words, regular expressions) |
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Replace / Replace All |
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Cell navigation (navigate between search results/error cells/modified cells) |
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Fill Up |
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Fill Down |
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Automatic carry forward for new spreadsheet rows |
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Can manually fill down |
Auto fill catalog number |
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Add and delete rows |
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Clear cells |
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Plot records on a map |
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– Enhanced support (plotting polygons, error radiuses. Also, can switch/add new base maps or print the map) |
GEOLocate |
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Change geocoordinate formats |
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Attach images to rows |
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Form view |
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Generate reports from WorkBench DataSets |
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Validate data before uploading into db |
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Edit and correct invalid cells |
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Transfer Data Set ownership |
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Map spreadsheet columns to Specify database fields |
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Edit Mapping |
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Validate column mappings |
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Automapping of import file columns to Specify db fields |
Basic |
Enhanced |
Support WB import of all data model fields and tables |
Partial |
Full |
Support for complicated mappings |
None |
Full |
Can reuse column mappings from a previous Data Set |
Only if all columns match |
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Live suggestions for proposed mapping for a column |
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Edit Data Set Metadata |
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Create Record Set from results |
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Preview summary of the upload |
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Import images |
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Batch Edit |
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Edit multiple records at one time in the Agent, Collecting Event, Collection Object, Locality, and Preparation tables |
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Record Sets |
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Create from Query Results |
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Delete Record Set |
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Add records to Record Set |
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Remove single record from Record Set |
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View From Saved Query (as spreadsheet) |
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Print output: reports and labels |
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Refresh |
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Create Report from Query |
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Run Report from Query |
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Limit Report to Record Set |
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Prompt |
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Print |
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Change filetype for export |
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Import/Export reports/labels |
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Integration with a report editor |
iReport |
Jaspersoft Studio |
Scriptlets |
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Partial |
Print from Data Form |
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Documentation |
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User |
Embedded |
Community Forum |
Setup and Configuration |
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User Interface Schema Configuration Tool |
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Record Aggregator |
Set and customize |
Set |
Formatted tables |
Set and customize |
Set |
Formatted fields |
Set and customize |
Set |
WebLinks |
Set and customize |
Set |
PickLists |
Set and customize |
Set and customize |
Hide tables/fields |
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Set field descriptions |
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Set field as required |
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Import/Export schema |
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Localize schema fields |
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Set field as required |
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Statistics |
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Collection statistics |
Embedded |
Via Specify Network Page |
Data Form Plugins |
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Plot Locality records on a map |
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Enhanced support (plotting polygons, error radiuses. Also, can switch/add new base maps or print the map) |
PaleoMap |
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Support for Collection Object Containers |
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Host Taxon Plugin |
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Specify Network |
Basic support on Taxon and Collection Object form |
Support on Taxon and Collection Object forms. Can see database collection objects on a Specify Network page |
GEOLocate |
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Miscellaneous |
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Collaborative interface language localization on Weblate
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Support for Hierarchical Data Scoping: Institution/Division/Discipline/Collection |
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Screen reader support |
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Dark mode |
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WCAG 2.1 Accessibility compliance |
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Symbiota one-way integration (setup symbiota connector and mapping) |
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Friendly interface |
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Authentication |
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Single Sign-On (OpenID, Shibboleth) |
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Show Users Logged In |
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Block Logins (Useful when performing maintenance tasks for the Specify database) |
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Permissions |
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Create Cutom User Roles in Role-based Access Control System |
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Customize User Roles |
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Different permissions in different collections |
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Multiple roles for a single user |
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Import/Export roles between collections |
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Role library (Role templates with permission profiles for re-use or customizing) |
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Import/Export roles between databases |
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Create users |
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Change user passwords |
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Customize access to collections |
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Preferences |
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Customize global preferences |
Some can be set in the preferences menu. Others only via a hidden User Interface feature |
In the App Resources menu, in Global Prefs file |
Set permissions for customizing global preferences |
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User preferences (for customizing the user interface) |
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Set default user preferences |
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Admins can change other user’s preferences |
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