📌 Note: This article is intended for customers who are not hosted by Access. For hosted customers, the setup below is not necessary.
Why you may need this
Typically, all installs of SelectHR come with an administrative user profile, which can be used to connect to the SelectHR databases (usually for Administrator Tool configurations).
If you wish to set up individual logins to the SQL databases so that users each have their own SQL login for connecting to the administrator tool on their devices, you will need to create a SQL login for each user and ensure it has the relevant permissions to access, read and write to all four of the SelectHR databases.
To create a new SQL login and assign permissions, follow these steps.
Create the SQL login
Launch SQL Server Management Studio (SSMS).
Connect to the SQL server instance SelectHR is installed on.
In Object Explorer, expand the Security folder.
Right-click on the Logins folder and click New Login....
Choose your authentication method
Select the authentication method for the user. You have two choices:
Windows Authentication: Set Login Type to Windows Authentication and ensure that the Login Name is an exact match to the user's account as it appears in Azure(usually "domain_name\user_name").
SQL Server Authentication: Set the Login Type to SQL Server Authentication and set the username/password combination for the login.
Map the user to the databases
In the left pane, select User Mapping.
For each of the following databases, check the box to map the user to that database and ensure you assign them with the db_owner permissions:
SelectHR
SelectPersist
SelectCDMS
SelectSystem
Now, click OK to save the login.
Create an Administrator Tool login
Now that you have created the SQL login, the user will be able to connect to the database when prompted to do so upon launching the administrator tool. However, the user will still need a SelectHR administrator account to do so.
As a SelectHR admin, to create a user account, follow the steps below.
In the Admin Tool, click User Accounts.
Click Create a new user, then enter the following information:
Username: You can only amend this in the Admin Tool.
Windows Username: Set this value if you'd like the user to be able to log in with Windows Authentication.
Person: This links a person record to the user account. If the user account is for a person without a record in the SelectHR system, then select <None>.
Group Memberships.
Menu Set(s) and Role Filters.
User Level: This should be set to Administrator for admin level users, as Basic will prevent the user from making changes or running exports.
Click Save.
Logging in to a new Administrator Tool instance
Now that the setup of both the SQL and SelectHR administrator logins has been completed, the user will be able to connect to your databases on their own device install.
It is important to note that the administrator tool application should always be Run as Administrator.
When prompted, the user should enter their SQL credentials to connect the administrator tool to the databases (they must connect to SelectSystem). For SQL logins using Windows Authentication, the user does not need to enter credentials and can simply proceed with Windows Authentication enabled.
Once connected to the databases, the user then needs to use their Admin Tool login to complete the login action to the administrator tool.