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Security Group

4,538 bytes added, 13:01, 6 March 2018
Created page with "= Overview = A Security Group is a leaf in the Organogram of a company Organogram_with_Group_Profiling A Security Group allows you to specify a business unit and then..."
= Overview =


A Security Group is a leaf in the Organogram of a company [[Organogram_with_Group_Profiling]]


A Security Group allows you to specify a business unit and then perform a number of actions with that group.


Often Groups start at a broad level all the way down to teams of 1 to 4 people.


Groups are also used to create logical units of people associated with the business or clients who have log ins to your bxp system.




= Attached data =


It is possible to store a lot of information with a Security Group.




== Details ==



* Name : This is how the group will be represented through the system

* Parent Group : All first level entries will belong to the "Everyone" group and then spread outwards from there.

* Manager : Is a bxp user account primarily responsible for the group.  This allows HR functions to be more easily managed.

* Assistant Manager : Is a bxp user account which has the same permissions to perform functions as the manager for HR related updates.




== Classification ==



* Sort Order : By default the system will sort alphabetically on name but a custom sort order can be applied.

* Icon : It is possible to specify an image with the security group.  If you use a number one of the system default icons will be displayed or you can use a URL to specify the image

* TOM - FTE : Target Operating Model - Full Time Equivalence is a float point number used in  a TOM model. [[Human_Resources_Management_-_Target_Operating_Model_(TOM)]]

* TOM - Roles : Another TOM model.  Roles are added as ID-X,ID-X  Where ID is the ID of the role and X is the FTE amount of that role required.




== Security ==



* Functional Access : This allows sections and functions to be automatically modified to a user when they are added to a group. The rules are entered as XX-ADD,YYYY-ADD,XX-REM,YYYY-REM 

** XX is the two digit id of a module. 

** YYYY is the four digit id of a section

** ADD will add access to the users.  REM will remove this access from the users.


* Content Access : This allows Content to be automatically modified by a group of users when they are added to the group.  The rules are entered as TYPE-ID-ADD,TYPE-ID-REM

** TYPE is a keyword for the "content access keyword" listed as per [[Bxp_Security_-_Content_Management]].

** Id is the numeric id for the content available from the various modules.

** ADD or REM will add or removed the content types appropriately




== HRM (Human Resources Management) ==


* ESS Details : Allows for a custom layout for dealing with people from this Security Group when managing them through the Security Group Manager section in the HR module.

* ESS JavaSript : The JavaScript for the above ESS Details

* HR fields : When listing users in this Security Group in HR reports this overriding list of HR fields can be applied.



= Use of Security Groups =


<br />== To view your current structure ==<br /><br /><br />''Main Menu > System Access Management > Security Group Management > Organogram with Group Profiling >'' <br /><br /><br />Each of the branches are clickable to allow you to review the users in that branch of the tree.<br /><br /><br />The display will also show all the branches and their members.<br /><br /><br /><br />== To add a Security Group / Branch ==<br /><br /><br />''Main Menu > System Access Management > Security Group Management > Security Group - Add >'' <br /><br /><br />* Give your security group / branch a unique name.<br />* Choose the parent to attach it to<br /><br /><br />Below is a display of the current structure to serve as a reminder.<br /><br /><br /><br />== Profile a User ==<br /><br /><br />If you want to see what Security Groups / Branches a user is in the this report makes it easy to see.<br /><br /><br />''Main Menu > System Access Management > Security Group Management > Profile a User >'' <br /><br /><br /><br />== To associate users with a Security Group / Branch ==<br /><br /><br />''Main Menu > System Access Management > Security Group Management > Add User to a Security Group >'' <br /><br />* Choose the group<br />* Choose the users<br />* Click "Continue"




= Security Groups for Forms =


There are statistic reports for forms in the Data Profiling that need a Security Group allocated to the form.  Form access is managed on a user by user basis for the most granular level control possible.  However for quick group reporting a security group can be associated with the form.  This association does not change form content access permissions.
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