Security Group - Revision history

Philip Lacey: /* Security */

2018-03-16T19:15:56Z

‎Security

Philip Lacey: /* Security */

2018-03-16T19:13:28Z

‎Security

Philip Lacey at 14:02, 6 March 2018

2018-03-06T14:02:58Z

Philip Lacey at 14:02, 6 March 2018

2018-03-06T14:02:33Z

Philip Lacey at 14:00, 6 March 2018

2018-03-06T14:00:58Z

Philip Lacey at 12:06, 6 March 2018

2018-03-06T12:06:05Z

Philip Lacey at 12:05, 6 March 2018

2018-03-06T12:05:09Z

Philip Lacey: 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..."

2018-03-06T12:01:59Z

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..."

New page

= 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 =

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

@@ Line 43: / Line 43: @@
 == Security ==
+This feature is fully described here [[Security_Groups_for_managing_security]]
 ==HRM (Human Resources Management)==

@@ Line 1: / Line 1: @@
-= Overview =
+=Overview=
 A Security Group is a leaf in the Organogram of a company [[Organogram_with_Group_Profiling]]
@@ Line 15: / Line 13: @@
-= Attached data =
+=Attached data=
 It is possible to store a lot of information with a Security Group.
-[[File:securitygroup_001.png|800px;]]
+[[File:securitygroup_001.png|800px]]
 * Name : This is how the group will be represented through the system
@@ Line 32: / Line 29: @@
 * 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.
@@ Line 45: / Line 39: @@
 * 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
@@ Line 71: / Line 62: @@
 ==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.
@@ Line 82: / Line 71: @@
 =Use of Security Groups=
 ===To view your current structure===
 ''Main Menu > System Access Management > Security Group Management > Organogram with Group Profiling >''
@@ Line 98: / Line 83: @@
 ===To add a Security Group / Branch===
 ''Main Menu > System Access Management > Security Group Management > Security Group - Add >''
@@ Line 113: / Line 96: @@
 ===Profile a User===
 If you want to see what Security Groups / Branches a user is in the this report makes it easy to see.
@@ Line 123: / Line 104: @@
 ===To associate users with a Security Group / Branch===
 ''Main Menu > System Access Management > Security Group Management > Add User to a Security Group >''
@@ Line 130: / Line 109: @@
 * Choose the users
 * 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.

← Older revision		Revision as of 14:02, 6 March 2018
Line 1:		Line 1:
−	=Overview=	+	= Overview =
		+
		+
	A Security Group is a leaf in the Organogram of a company [[Organogram_with_Group_Profiling]]		A Security Group is a leaf in the Organogram of a company [[Organogram_with_Group_Profiling]]

@@ Line 13: / Line 13: @@
-=Attached data=
+= Attached data =
 It is possible to store a lot of information with a Security Group.
 * Name : This is how the group will be represented through the system
@@ Line 26: / Line 30: @@
 * 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.
@@ Line 36: / Line 43: @@
 * 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
@@ Line 59: / Line 69: @@
 ==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.
@@ Line 68: / Line 80: @@
 =Use of Security Groups=
 ===To view your current structure===
 ''Main Menu > System Access Management > Security Group Management > Organogram with Group Profiling >''
@@ Line 81: / Line 96: @@
 ===To add a Security Group / Branch===
 ''Main Menu > System Access Management > Security Group Management > Security Group - Add >''
@@ Line 94: / Line 111: @@
 ===Profile a User===
 If you want to see what Security Groups / Branches a user is in the this report makes it easy to see.
@@ Line 102: / Line 121: @@
 ===To associate users with a Security Group / Branch===
 ''Main Menu > System Access Management > Security Group Management > Add User to a Security Group >''
@@ Line 111: / Line 132: @@
 =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.

@@ Line 1: / Line 1: @@
-= Overview =
+=Overview=
 A Security Group is a leaf in the Organogram of a company [[Organogram_with_Group_Profiling]]
@@ Line 15: / Line 13: @@
-= Attached data =
+=Attached data=
 It is possible to store a lot of information with a Security Group.
-== Details ==
+==Details==
 * Name : This is how the group will be represented through the system
@@ Line 34: / Line 28: @@
 ==Classification==
 * Sort Order : By default the system will sort alphabetically on name but a custom sort order can be applied.
@@ Line 47: / Line 38: @@
 ==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
@@ Line 70: / Line 58: @@
-== HRM (Human Resources Management) ==
+==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.
@@ Line 81: / Line 67: @@
-= Use of Security Groups =
+=Use of Security Groups=
 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.

@@ Line 41: / Line 41: @@
-==Security==
+== 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.
@@ Line 51: / Line 63: @@
-* 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
+A full reference table of the module ids and the section ids is provided here [[The_Modules_and_Sections_of_bxp_(Reference_Table)]]
 ** TYPE is a keyword for the "content access keyword" listed as per [[Bxp_Security_-_Content_Management]].
@@ Line 57: / Line 76: @@
 ** Id is the numeric id for the content available from the various modules.
-** ADD or REM will add or removed the content types appropriately
+** ADD or REM will add or remove the content types appropriately
 ==HRM (Human Resources Management)==

@@ Line 12: / Line 12: @@
 Groups are also used to create logical units of people associated with the business or clients who have log ins to your bxp system.
@@ Line 20: / Line 19: @@
 It is possible to store a lot of information with a Security Group.
 == Details ==
@@ Line 35: / Line 32: @@
 * Assistant Manager : Is a bxp user account which has the same permissions to perform functions as the manager for HR related updates.
 == Classification ==
@@ Line 50: / Line 45: @@
 * 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 ==
@@ Line 74: / Line 67: @@
 ** ADD or REM will add or removed the content types appropriately
@@ Line 91: / Line 83: @@
 = Use of Security Groups =
@@ Line 101: / Line 91: @@
 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.