Assigning Staff to Security Groups

You can use the Assigned Staff window to define criteria for the staff who should inherit the rights of the security group. Eligible staff attribute criteria includes organizational unit and position. You can also define specific staff that should always inherit the rights of the security group, regardless of their staff attributes, or exclude specific staff so that they will never inherit the rights of the security group, regardless of their staff attributes.

You can manage staff assigned in the security group profile using the following methods:

• Automatically by attributes. Assign staff by filtering the eligible staff by their common attributes Common characteristics that clients or staff are assigned, such as organizational units, types, classes, lines of business, or business codes.. You can select organizational unit and position attributes to assign staff. Staff whose attributes match the criteria are automatically assigned in the security group, unless you exclude them individually. The assigned staff in the security group dynamically change when staff attributes are modified in the staff profile.
• Individually. You can include or exclude individual staff by selecting them in the Staff Assignments grid. This defines the specific staff to include in or exclude from the security group, regardless of their staff attributes.

To define the criteria for the staff who should inherit the rights of the security group, do the following:

1. Open Dashboard, click Application Links on the navigation panel, and then click Security groups under Security.
2. Do one of the following:
3. Add a security group.
4. Click New in the Create group on the Home tab, or right-click the grid and select New > Security Group from the menu to create a security group.
5. Copy an existing security group.
6. Do one of the following to create a security group with settings from an existing group:
   • Select an item in the grid and click Copy in the Create group on the Home tab.
   • Right-click an item in the grid and select Copy from the menu.
7. The security group profile displays with all information from the originating security group, except for the name and description.

Note: Only the organizational units that you have rights to create security groups for are copied to the new group.

8. Edit an existing security group.
9. Do one of the following to display the security group profile for review or editing purposes:
   • Select a group in the grid and click Open in the Edit group on the Home tab.
   • Right-click an item in the grid and select an option from the Open sub-menu.
3. Click Assigned staff on the navigation panel.
4. Select the criteria to assign staff.Explain the attribute criteria.

Component	Description
Organizational units	Click the link to display the organizational units, such as region, office, or business unit, set up for your firm. Select the organizational unit attributes on the Select Attribute Values window. Click OK. Staff whose office and business unit match one of the selected organizational units, and are not specifically excluded, are assigned in the security group.
Positions	Click the link to display the positions, such as manager, partner, or senior, set up under Staff Lists. Select the position attributes on the Select Attribute Values window. Click OK. Staff with those positions in their staff profiles, who are not specifically excluded, are assigned in the security group.

5. Select to include or exclude specific staff,if needed. You can assign staff to this security group using only this grid or you can use this section to update the list of staff already selected from your organizational unit and position criteria. Explain the grid components.

Component	Description
Include	Select to include individual staff in the security group. Select this box to include staff who should always be assigned, regardless of their attributes.
Exclude	Select to exclude individual staff from the security group, even when the staff profile information meets the attribute criteria as defined for the security group.
Meets Attributes	Displays a check mark for staff who meet the selected attribute criteria.
Assigned	Displays a check mark for staff who are assigned in the security group because the staff information meets the attribute criteria or because the staff was explicitly selected using the Include option.
Staff attribute columns	Displays attribute values for each staff in the grid.

6. Select from the button bar options, if needed. Explain the button bar options.

Component	Description
Open Staff Profile	Select a staff in the grid and click Open Staff Profile to display the Staff Profile window and edit or review an existing staff.
Show All Assigned	Click to display only the assigned staff. Staff can be assigned because the staff information meets the attribute criteria defined in the security group profile or the staff was explicitly selected using the Include option.
Refresh	Click to refresh the grid to show all staff that meet the selected attribute criteria. Any new staff that were added since opening the security group profile display in the Staff Assignments grid. Staff that were deleted since opening the profile are removed from the grid.

7. Click one of the Save buttons or Cancel.

Button	Description
Save	Saves the changes and the window stays open for editing. An error message displays if you click this button before entering all required information.
Save & New	Saves the changes and opens a new window to create a new entry. An error message displays if you click this button before entering all required information. Note: This option is not available in edit mode.
Save & Close	Saves the changes and exits the window. An error message displays if you click this button before entering all required information.
Cancel	Exits the window without saving your changes.