What does this section cover?

Navigating to Security Profiles

Explaining Security Profiles Fields

Creating & Saving, Validations & Restrictions

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 Information:
      1. Name
      2. Alternative Code
      3. Description

4. INHERITED SECURITY PROFILES

   1. Click on ADD to select Security Profiles Inherited by This Security Profile

      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.

      

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 related buttons

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

         
         

   2. SHORTCUTS MENU

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

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

         
         

6. MODULE ACCESS

   1. There is a list with all the modules available on the left hand side of the screen
      

   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

      

   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

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

7. Click on SAVE

8. 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