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Creating Security Profiles

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Navigating to Security Profiles

Finance Application > Security Management > Manage Security Profiles

Explaining Security Profiles Fields

Name

Description

Type

Unique

Mandatory

Name *The security profile nameFree textYesYes
Alternative code *The security profile alternative codeFree textYesYes
DescriptionA description of the security profileFree textNoNo
Module information *

Includes the following:

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

 

Creating & Saving, Validations & Restrictions

ActionValidationsRestrictionsAdditional Information
Create
  •  
 
  •  
Save 
  •  
  •  

 

Creating an Accounts Receivable 

 

  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. Rest of the steps

  4. 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
          Attachments - 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"
          Attachments - URL 
        2. Attachment: Specify the URL
        3. Notes: Provide notes related with the URL


  5. 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
          LOG DETAILS


  6. From the Action Menu click on Save

System Processing

 

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


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