Anonymous, bureaucrat, administrator
7,528
edits
Changes
no edit summary
= Overview =
A Security Group is a leaf in the Organogram of a company [[Organogram_with_Group_Profiling]]
= 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
== Classification ==
* Sort Order : By default the system will sort alphabetically on name but a custom sort order can be applied.
== 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
== 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.
= 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.