Grant Access to Additional Users (Windows Authentication and SQL Server Management Studio)

Using SQL Server Management Studio to Add More Users

THIS ARTICLE ASSUMES AN IT-LEVEL (ADVANCED) USER

Note: If you are using the \esha instance of SQL Server that is installed with Genesis R&D, you may not have SQL Server Management Studio and will need to refer to  Granting Access with Database Utilities

These instructions are for adding a Windows authentication user to the database permissions. If your network does not support Active Directory refer to the Using SQL Authentication document for information.

This information can be used for SQL Server version 2008 R2 or newer. The example used Management Studio 2012, so your layout may differ a little.

1. Open SQL Server Management Studio and connect to your server.

2. In the Object Explorer, expand the "Security" folder under the server.

3. Right-click on the "Logins" folder and choose "New Login..."

4. Add the user's name in the format "Domain\UserName". You can also add Active Directory Group(s) by just changing it to "Domain\AD GroupName".

5. Still in the Login - New dialog, click "User Mapping" on the left.

a. In the top half of this screen, check the box next to the database name (typically "gendata" for Genesis R&D).  You should see the User column populate.

b. In the bottom half of this screen, click to add role memberships of "FPExecute" and "FPRole".  Leave "public" selected.  Some required built-in Database Roles will automatically be assigned to the User once the user has been added to the "FPRole" role.

Optional: If you would like this user to have full access to the SQL Server instance, you can choose the "Server Roles" page on the left, and then select the "sysadmin" role. This will give that user full access to do actions like update the database, back up the database, delete the database. Note: this is not necessary for normal Genesis use.

6. Click OK and the user will have access to the run Genesis.