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Excerpt
hiddentrue

Find out how to create a new Security Profile

What does this section cover?

Table of Contents
minLevel2

Navigating to Security Profiles

Info

Finance Application > Security Management > Manage Security Profiles

Explaining Security Profiles Fields

Name

Description

Name*The security profile name
Alternative code*The security profile alternative code
DescriptionA description of the security profile
Module information*

Includes the following:

  • Selection of a module
  • Description of the selected module
Related featuresLists all features which are provided by the selected module
Suggested additional configurationLists other areas of the system that are related with the selected module, as a suggestion for additional configuration
Available menu optionsLists all Main Menu options and Shortcut Menu options and provides the capability to allow or deny access on each one of them
Common processesLists all common processes related with the selected module and provides the capability to allow or deny access on each one of them
Additional processesLists all additional processes related with the selected module and provides the capability to allow or deny access on each one of them
Custom processesLists all custom processes related with the selected module and provides the capability to allow or deny access on each one of them
Web API methodsLists all Web API methods related with the selected module and provides the capability to allow or deny access on each one of them
ReportsLists all reports related with the selected module and provides the capability to allow or deny access on each one of them
PrintoutsLists all printouts related with the selected module and provides the capability to allow or deny access on each one of them
InterfacesLists all interfaces related with the selected module and provides the capability to allow or deny access on each one of them
DashboardsLists all dashboards related with the selected module and provides the capability to allow or deny access on each one of them
Inherited security profilesLists all security profiles which are inherited by the specific security profile

 

Creating & Saving, Validations & Restrictions

ActionValidations
GeneralN/A
Create
  • Multiple security profiles can be created in the system
EditN/A
Delete
  • Security profiles cannot be deleted if there are active users assigned to it.

 

Creating a Security Profile

  1. Search using the criteria available in the summary page
  2. From the top menu click on the New to open the Security Profiles data entry page

  3. MAIN INFORMATION

    1. Provide the required Informatino
      1. Name
      2. Alternative Code
      3. DescriptionSecurity Profiles - Main Information

  4. INHERITED SECURITY PROFILES

    1. Click on ADD to select the Security Profiles that the current one will inherit

      1. Security Profiles Inherited by This Security Profile

        Info

        Inherited Security profiles will override configuration made on the existing Security Profile being created. For example if a security profile for team leaders does not allow access to any module configuration, then the security profile for team members, which extends the team leaders security profile will also not have access to any module configuration, even if it is defined within that profile that access is allowed.

        Inherited Security Profiles are helpful when the intention is to create a new Security Profile that will have additional Restrictions to ones from an existing Security Profile. Read below to find out how you can quickly create a new Security Profile Inheriting Restrictions from another.

        Security Profiles - Inherited Security Profiles

  5. MENU ACCESS

    1. MAIN MENU

      1. Use the Filter By Module to select the module to apply access restrictions on

      2. Through the available main menu items select the ones to ALLOW or DENY ACCESS using the relative buttons

        Info

        If inherited profiles exist then items may be shown as allowed but they may be denied by the inherited profile.


        Security Profiles - Main Menu

    2. SHORTCUTS MENU

      1. Through the available shortcut menu items select the ones to ALLOW or DENY ACCESS using the relative buttons

        Info

        If inherited profiles exist then some shortcut menus may be shown as allowed but they may be denied by the inherited profile.


        Security Profiles - Shortcut Menu

  6. MODULE ACCESS

    ATTACHMENTS

    Include PageAttachments - GlobalAttachments - Global

    LOG INFORMATION

    The following information is automatically set by the system on saving the Security Profiles

    Include PageLog Information - GlobalLog Information - Global
  7. From the Action Menu click on Save

System Processing

 

Note

Visit Understanding Security Profiles for business examples related to Security Profiles

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Excerpt
hiddentrue

Find out how to create a new Security Profile

What does this section cover?

Table of Contents
minLevel2

Navigating to Security Profiles

Info

Finance Application > Security Management > Manage Security Profiles

Explaining Security Profiles Fields

Name

Description

Name*The security profile name
Alternative code*The security profile alternative code
DescriptionA description of the security profile
Module information*

Includes the following:

  • Selection of a module
  • Description of the selected module
Related featuresLists all features which are provided by the selected module
Suggested additional configurationLists other areas of the system that are related with the selected module, as a suggestion for additional configuration
Available menu optionsLists all Main Menu options and Shortcut Menu options and provides the capability to allow or deny access on each one of them
Common processesLists all common processes related with the selected module and provides the capability to allow or deny access on each one of them
Additional processesLists all additional processes related with the selected module and provides the capability to allow or deny access on each one of them
Custom processesLists all custom processes related with the selected module and provides the capability to allow or deny access on each one of them
Web API methodsLists all Web API methods related with the selected module and provides the capability to allow or deny access on each one of them
ReportsLists all reports related with the selected module and provides the capability to allow or deny access on each one of them
PrintoutsLists all printouts related with the selected module and provides the capability to allow or deny access on each one of them
InterfacesLists all interfaces related with the selected module and provides the capability to allow or deny access on each one of them
DashboardsLists all dashboards related with the selected module and provides the capability to allow or deny access on each one of them
Inherited security profilesLists all security profiles which are inherited by the specific security profile

 

Creating & Saving, Validations & Restrictions

ActionValidations
GeneralN/A
Create
  • Multiple security profiles can be created in the system
EditN/A
Delete
  • Security profiles cannot be deleted if there are active users assigned to it.

 

Creating a Security Profile

  1. Search using the criteria available in the summary page
  2. From the top menu click on the New to open the Security Profiles data entry page

  3. MAIN INFORMATION

    1. Provide the required Informatino
      1. Name
      2. Alternative Code
      3. DescriptionSecurity Profiles - Main InformationImage Removed

  4. INHERITED SECURITY PROFILES

    1. Click on ADD to select the Security Profiles that the current one will inherit

      1.  Security Profiles Inherited by This Security Profile

  5. ATTACHMENTS

      Include PageAttachments - GlobalAttachments - Global

    1. There is a list with all the modules available on the left hand side of the screen
      Security Profiles - Module Access - ListImage Added

    2. Filter the list of the available modules, by selecting an application, through the filters list which is available on top of the list of modules.

      Security Profiles - Filtering ModulesImage Added

    3. Use the list of modules to select one of them and define the following processes available. 

      1. Common Processes

      2. Additional Processes

      3. Custom Processes

      4. Web API

      5. Reports

      6. Dashboards

      7. Interfaces

      8. Printouts

    4. Select the ones to ALLOW or DENY ACCESS using the relative buttons

      Info

      If inherited profiles exist then some modules may be shown as allowed but they may be denied by the inherited profile


      Security Profiles - ProcessesImage Added

  6. Click on SAVE

  7. LOG INFORMATION

    The following information is automatically set by the system on saving the Security Profiles

    1. Include Page
      Log Information - Global
      Log Information - Global

  8. From the Action Menu click on Save
System Processing

 

Note

Visit /wiki/spaces/WIP/pages/10010220 Understanding Security Profiles for business examples related to Creating Security Profiles

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