Security permissions can be defined by roles, which allow staff to have the appropriate rights only while acting in a specific role associated with a work object.
Security permissions can also be defined by security groups to which the staff is assigned, which allow staff to have rights to the work object regardless of their role.
To grant security group functional rights, do the following:
Open Dashboard, click Application Links on the navigation panel, and then click Security groups under Security.
This column is used to specify whether the staff inheriting the rights of the role will be able to add a record for the selected function such as adding a staff profile.
Note: Selecting Grant for the Add column also displays this value in the Edit/Perform and View columns and cannot be edited, unless those columns previously had a value of N/A.
Edit/Perform
This column is used to specify whether the staff inheriting the rights of the role will be able to edit a record or perform a function.
Note: Selecting Grant for the Edit/Perform column also displays this value in the View column and cannot be edited.
View
This column is used to specify whether the staff inheriting the rights of the role will be able to view the data as specified by the function description. For example, the right to view client profiles.
Note: Selecting Grant for the Add or Edit/Perform columns also displays this value in the View column and cannot be edited.
Delete
This column is used to specify whether the staff inheriting the rights of the role will be able to delete the data as specified by the function description. For example, the right to delete client profiles.
Role-related
This column displays a check mark for any rights that should be given to staff only when they are acting in roles rather than in the security groups.
Grant All
When selected, all rights in the selected product are changed to Grant.
Clear All
When selected, all rights in the selected product are changed to N/A.
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.