Revision as of 04:48, 11 April 2013

Security Groups Explained

All users are assigned to one or more Security Groups. Security Groups define the users permissions within the system (this is what data the user can see and what functions and access the user has over changing the data).
User permissions can be set for Create, Update, Delete and View.

I cannot find the create or delete button on the page

If you cannot see the [Create], [Delete] or [Save] button on a page, chances are you don't have enough security permissions to be able to create, delete or modify that record.

What Security Groups are assigned to a particular user

To work out what security group the user has assigned to them:

1. After logging into the Subscribe-HR portal, select the Maintenance TAB.
2. Select the Users Folder.
3. Select the User from the list.
4. Scroll through the Security Group combo and locate which security groups have a ticked check box next to them.
   Any ticked check box means that this user is part of this security group. If a user only has one security group assigned to them, then we can proceed with Locating and Editing Security Group Permissions below.
   If a user has more than one security group assigned to them, we will have to locate the highest security group and then proceed to Locating and Editing Security Group Permissions below.

Multiple Security Groups Assigned to a User

When multiple Security Groups are assigned to a user the security permissions of each Security Group are merged together.
If you can imagine 2x Overhead Projector sheets, One sheet with 3x ticks on it and the second sheet with 2x ticks on it,
When you place these two sheets together you end up with 5x ticks visible.

Example: Security Group A allows for the user to be able to Create, Update, Delete and View the Employee Record and Employee Training Records, and ONLY be able to View Employee Medical information.
Security Group B allows the user to Create, Update and Delete the Employee Medical information.
If we now assign Security Group A & B to the same user, we suddenly have an effect of the user being able to Create, Update, Delete and View the Employee Record and Employee Training Records, and Employee Medical information.

Locating and Editing Security Group Permissions

1. After logging into the Subscribe-HR portal, select the Maintenance TAB.
2. Select the Groups Folder.
3. You should see a list of Group Names. These are the existing Security Groups.
4. Select the Security Group you wish to modify.
5. Here you can modify the Group Name or Group Description.
6. Next select the Permissions SubTAB.
7. You should see a Core Modules column and an Allow Access column.
8. A tick in the Allow Access column adjacent to a Core Modules means that this Security Group has access to these features in the system.
9. Select one of the Core Modules. Example: Human Resources or Recruitment or Maintenance.
10. You should see a table with the folders down the page and allowable permissions across the page.
11. If you wish to change the access on an entire folder simply check or remove the check in the appropriate column adjacent to the folder.
    Example: Removing a check from the Delete column adjacent to the Employee folder will cause any user that has this Security Group singularly assigned to not be able to delete Employee's. If you wish to change the access at a page level, (allow or remove access to someone Viewing or Editing a field) select the folder and this will drill you down to the next level.
12. If you are making modifications to the Folder level ensure you select the [Save] button before drilling to a deeper level.