What does this section cover?

Navigating to Security Profiles

Finance Application > Accounts Receivable > Security Profiles

Example

Name	Description
Number	An auto generated number which uniquely identifies each Accounts Receivable
Name *	A name for the Accounts Receivable
Description	A description of the Accounts Receivable

Action	Validations	Restrictions	Additional Information
Create
Save

Search using the criteria available in the summary page
From the top menu click on the New to open the Security Profiles data entry page
Rest of the steps
ATTACHMENTS
1. Add any files or URLs related to the entity.
  
  Check General Settings to find out the restrictions (if any) related to the type and the size of the files you wish to upload.
  1. For adding a file
    1. Click on Add > Upload File
    2. Drag and Drop the file in the modal
      OR
    3. Click in the modal
    4. Select the file to be uploaded
    5. Click on "DONE"
    6. Notes: Provide notes related to the upload
  2. For adding a URL
    1. Click on "ADD"
    2. Attachment: Specify the URL
    3. Notes: Provide notes related with the URL
LOG INFORMATION
The following information is automatically set by the system on saving the Security Profiles
1. Log information section keeps all the logging information related to the specific record
  - Basic set of information available in all entities
    - Created By User: The user that created the entity
    - Created By Unit: The unit of the user that created the entity
    - Updated By User: The user that last updated the entity
    - Updated by Unit: The unit of the user that last updated the entity
    - Date Created: The date the account was entity
    - Date Updated: The date the account was last entity
From the Action Menu click on Save

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

Page:

Setting up Privacy Level Groups & Privacy Levels — Learn to configure Privacy Level Groups
Page:

Setting up Automatic Collaboration Rules (ACR) — Learn to configure Automatic Collaboration Rules (ACRs)
Page:

Managing Security Profiles — Learn to work with Security Profiles
Page:

Understanding Security Management — Understand the usage of Security Management within CRM.COM.
Page:

Setting up Conditional Security Restrictions (CSR) — Learn to configure Conditional Security Restrictions (CSRs)
Page:

Setting and Using Audit Trail — Learn to configure Audit Trail Settings
Page:

Setting up Privacy Level Assignment Rules (PLARs) — Learn to configure Privacy Level Assignment Rules (PLARs)