Options Dialog Settings

Options Dialog Settings

The following details the settings accessible from the AxcessD ‘Options’ dialog. This is the main configuration mechanism for AxcessD. The settings available in the ‘Popup’ dialog are a small subset of the settings available in the ‘Options’ dialog.

Open Options Dialog
Options Overview
Account
Create Access List
Edit Access List
Access Requests
User Profile
Options

Two ways to open the Options Dialog

1) Through Popup Dialog

Left Click on the AxcessD icon in the browser toolbar to bring up the Popup Dialog.

Left Click on the ‘gear’ icon to bring up the Options dialog.

2) Through the Browser ‘Options’ Menu

Right Click on the AxcessD icon in the browser toolbar to bring up the Browser Menu.

Click on the ‘Options’ menu item.

NOTE the above image is for the Chrome Web Browser. For Firefox, instead of ‘Options’ the menu item will be ‘Manage Extension’. Then click on ‘…’ then click on ‘Preferences’

Options Dialog Overview

The Options Dialog is grouped into several sections with associated settings. Click in the section name or the down arrow on the right to open the section. When open, click on the up arrow on the right to close the section.

You must be logged into your AxcessD account to open any section other than the ‘Account’ section

The summary of the sections are:

Account: Login/Logout, reset password, and status line indicating logged in user and Plan Type.

User Profile: Settings for the logged in user, including email address, platform usernames, and user profile info displayed to other users with unprotected data.

Options: Option settings including Protect on Submit and Unprotect on Load

Access Requests: Display of received access requests from other users and controls for approving or denying the access requests.

Create Access List: A form to create a new Access List

Edit Access List: A form to edit an existing Access List

Detailed descriptions of each section follow. Please read through the sections in the order presented here to gain the best understanding of how AxcessD works.

NOTE: Help text is available for most dialog fields by hovering your mouse cursor over the field

Account

When you are not logged in, the account section shows a login form.

Enter your username and password, then click Login to login to your AxcessD account. Click the ‘Forgot your password?’ link to reset your password. Please refer to Password Reset for information on password reset.

When you are logged in to your AxcessD account, the Account section will show status indicating your logged in username and Plan Type (Basic or Premium). Click the Logout button to log back out of AxcessD.

Create Access List

AxcessD operation is based on ‘Access Lists’. You create one or more Access Lists that suit your needs. Each Access List corresponds to a group of other users that you are granting access to your data postings.

When you post data to a web platform or service, you select one of your Access Lists for that data posting. Users who are listed in that Access List will then be able to view the data posting. No one else will be able to.

The Create Access List section enables you to create new Access Lists. The section contains a form that looks like this:

Platform (1): Select a web platform for the Access List from the drop down selector. As of this writing the choices are AxcessD, Facebook, Gmail. The choice of Platform relates to the format of the ‘Contact Names (4)’, and when the list can be used. If you choose ‘Gmail’ as the Platform for the Access List, then the ‘Contact names’ for the users you are authorizing to see your postings must be Gmail addresses, and the list will only be used for Gmail. If you choose ‘Facebook’, then the ‘Contact names’ must be Facebook usernames, and the list will only be used for Facebook. If you choose ‘AxcessD’, then the ‘Contact names’ are AxcessD usernames, and the list can be used on ANY web platform.

List Name (2): Enter a name for your Access List that will help you to identify it later. Such as ‘Friends’, ‘Family’, ‘Bowling League’, etc. The name must be unique for a given Platform. i.e. you may have a Facebook ‘Friends’ list and a Gmail ‘Friends’ list. When you select a list to use when protecting data, you will use this name to select it.

List Options(3): The ‘List Options’ enable or disable certain features related to the list. Click in the check box to enable the feature. The options are:

Public List: Usually, only users listed in ‘Contact names’ will be able to view posted data. However, if the Access List is ‘Public’, all users will be able to view data that you post against the list. The purpose of Public List is to allow all users to see your postings while still making use of the Authentication function of AxcessD. When your data is unprotected and made available to a user, we are also validating that the data has not been altered since you posted it, and that it was in fact posted by you. This is known as Authentication. The Public List option may thus come in handy if posting to a public message board, so that you can be sure your data will not be altered or taken out of context.

Hide Notice: If your protected data is displayed to a user that is not included in the corresponding Access List, usually we will display a message indicating that the user does not have access to the data and they should contact the author to request access. If you select Hide Notice, this message will not be displayed, instead the user will see nothing.

Show User Profile: You may enter certain information about yourself in a user ‘Profile’ (see User Profile section, below). This is completely optional. If you enable ‘Show User Profile’ , then when protected data is unprotected for a user who is authorized in the Access List, that user will also be able to see your Profile information by clicking on an icon next to the unprotected data. Again this may be useful to enable a user to be sure that the data posting came from you.

Allow Access Request: When you begin using AxcessD to protect your data postings, the other users that you would like to see your postings may not have AxcessD installed, or you may not know their platform or AxcessD username. Therefore you may not be able to add their username to an Access List in advance. However, if you check ‘Allow Access Request’ for an Access List, the other user will be able to click on an icon next to your protected data posting which will send you an ‘Access Request’ . The Access Request will show up in the ‘Access Requests’ section of the Options dialog. This access request will indicate the user information for this other user, and which of your Access Lists they are requesting access to. You can then approve or deny the access request. If you approve, the other user will be automatically added to your access list.

Contact names(4): Enter the usernames of the other people who should have access to data posted against this access list. If the Platform field is Gmail, these must be valid Gmail email addresses. If the Platform field is Facebook, these must be the Facebook usernames. If the Platform field is AxcessD, these must be AxcessD usernames.

After filling in the above fields, Click ‘Create List’ to create the list on the AxcessD system.

NOTE: You cannot delete a list once it is created. You cannot change the Platform field on a list once it is created. You can edit other fields as described below.

Edit Access List

The Edit Access List section allows you to change an existing Access List, using the following form:

Select the name of the list to edit (1) in the List to Edit drop down selector, then click on ‘Get List’. The currently configured list fields will then be brought up in the Platform, List Name, List State, List Options, and Contact Names fields.

List State (2) is present in the Edit List form but is not present in the Create List form. You can change the List State by selecting one of 3 allowed values in the List State drop down. The 3 options are:

Active: The Access List can be used to both Protect data and Unprotect Data. This is the default state set when the list is created.

Inactive: The Access List cannot be used to Protect data, but it will be used to Unprotect data that has previously been protected using the list.

Disabled: The Access List cannot be used to Protect or Unprotect data. Disabling the list will have the effect of making all data that was previously posted using this list invisible.

You may edit the List Name, List State, List Options, and Contact Names fields.

The Contact Names field is a list of usernames, one per line. The new list will replace all existing contact names configured on the list. If you remove an exisiting contact name from the list, that username will be removed and that user will not have access to data posted using the list.

Click Save List (3) to save the updated Access List information.

NOTE: You may not edit the Platform field.

Access Requests

Please see Allow Access Request, above for a general description of Access Requests.

When you have ‘Allow Access Request’ enabled on a list, a user who is not listed on the list and who is viewing data protected using the list, will see a message similar to the following:

The user can click on the ‘R’ icon to make an Access Request. Then on your Options Dialog – Access Requests section, you would see this:

Click ‘Approve’ to approve the access request, and the Requester user will be added to the indicated Access List, in this case Gmail:Friends. Click ‘Deny’ if you don’t want to add the Requester user to the list. In either case, after you click Approve or Deny, the Access Request will be removed.

You may also click ‘Refresh’ at any time to bring up all outstanding Access Requests.

User Profile

User Profile contains 3 subsections and looks like this:

Email Address (1): When you created your account you entered your valid email address. Your email address is used primarily to allow you to reset your password in case you forget it.

To change your email address, enter the new email address in the Email Address text box and click ‘Update Email’. Please remember that this email address has to be valid so that you can reset your password.

Platform Usernames (2): Your ‘Platform Username’ is the name that other people know you by on the respective platform ( i.e. Facebook, Gmail, or AxcessD). This is the name that is entered in the ‘Contact Names’ field of the Access Lists that other people set up. When someone else wants to allow you to access data posted using an Access List, they will be adding your ‘Platform Username’ to that list.

You may choose your own Platform Username for the AxcessD platform. Enter it in the text box and click ‘Save’. This name has to be unique across all the AxcessD users; the system will let you know if your choice already exists and you can pick something else.

Your Platform Username for Facebook and Gmail is ‘automatically’ determined by AxcessD when you login to Facebook or Gmail and load your Facebook or Gmail web page. You cannot ‘manually’ set your Facebook or Gmail Platform Username.

Another way to set your Facebook or Gmail Platform Username is to click the ‘Get from Facebook’ or ‘Get from Google’ buttons. Where supported, this will allow you to login to the platform directly and have your username imported into AxcessD.

You may also Reset your Facebook or Gmail Platform Username by clicking the ‘Reset’ button.

NOTE: We Recommend that your Platform Usernames be set only once when you start using AxcessD. These names will become part of other people’s Access Lists. If you then change them, you may loose access to their protected data. This would be similar to you changing, for example, your gmail address.

User Profile Information (3): You may optionally enter data in any (or none) of the User Profile Information fields. Enter the data in the various fields, then click ‘Save Profile’.

If you then enable the ‘Show User Profile’ List Option on an Access List, then a user viewing some data that you have posted will be able to click on an icon which will bring up the User Profile Information that you have added:

Allowing viewers of your postings to see your User Profile helps the user to be sure you created the posting. On the Gmail platform this may not be especially useful since your Gmail address is also available to the user viewing your posting. However, on other platforms, including public message boards, this can be useful.

Also Note that the Green Check Mark icon that is shown next to your data after it is unprotected indicates that the data was Authenticated. This insures that the data a user is viewing was posted by you, and the data has not be altered since you posted it.

Your User Profile information will NOT be displayed to a user that does not have access to the associated protected data.

Options

The Options section has miscellaneous controls and looks like this:

Click on the ‘Protect on Submit’ or ‘Unprotect on page load’ slider switch to Enable or Disable the feature. The switch toggles on or off when you click on it. Left/Gray (not shown) is off. Right/Blue (shown) is on.

Protect on Submit is fully described Here

Unprotect on page load is fully described Here