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| − | ==I cannot find the create or delete button on the page== | + | =Security Groups Explained= |
| − | 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.
| + | See [[Editing-security-permissions#Security_Groups_Explained|Security Permissions-Security Groups Explained]].<br> |
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| − | <br>
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| − | To work out what security group the user has assigned to them
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| − | # After logging into the Subscribe-HR portal, select the Maintenance TAB. | + | |
| − | # Select the '''Users''' folder.
| + | |
| − | # Select the user from the list.
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| − | # Scroll through the '''Security Group''' combo and locate which security groups have a ticked check box next to them.<br>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.<br>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.
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| − | [[File:users_permissions.gif]]
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| − | <br> | + | |
| − | [[File:security_users.gif]]
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| − | ==Locating and Editing Security Group Permissions== | + | =I cannot find the create or delete button on the page= |
| − | # After logging into the Subscribe-HR portal, select the Maintenance TAB.
| + | If you cannot see the [Add new record], [Delete record] 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. |
| − | # Select the 'Groups' Folder.
| + | |
| − | # You should see a list of Group Names. These are the existing Security Groups.
| + | |
| − | # Select the 'Edit Permissions' hyperlink adjacent to Security Group you wish to modify.<br>[[File:edit_permissions.gif]]
| + | |
| − | # You should see a Core Modules column and an Allow Access column.
| + | |
| − | # A tick in the Allow Access column adjacent to a Core Module means that this Security Group has access to these features in the system.
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| − | # Select one of the Core Modules.<br>[[File:permissions12.gif]]
| + | |
| − | # You should see a table with the folders down the page and allowable permissions across the page.<br>[[File:perm_matrix.gif]]
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| − | # 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. <br><br>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.<br><br>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.<br>[[File:field_level.gif]]
| + | |
| − | # If you are making modifications to the Folder level ensure you select the 'Save' button before drilling to a deeper level.
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| | <br> | | <br> |
| − | ===What Security Groups are assigned to a particular user===
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| − | # Select the Maintenance TAB.
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| − | # Select the Users Folder.
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| − | # Select the user.
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| − | # Locate the Security Group options box, any checks in this options box mean that this user has the selected Security Group assigned to them.
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| − | <br>
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| − | ===Security Groups Explained===
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| − | All users are assigned to one or more Security Groups. Security Groups define
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| − | 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).
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| − | <br>
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| − | User permissions can be set for Create, Update, Delete, Archive, Import, Export and View.
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| − | In the below example we can see that if this Security Group is assigned to the user then the user would be able to <br> Create, Update, Delete and View the Employee Record and Employee Training Records, However will ONLY be able to View Employee Medical information.
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| − | [[File:permissions_log.gif]] | + | ==What Security Groups are assigned to a particular user== |
| | + | To work out what security group the user has assigned to them, see [[Editing-security-permissions#What_Security_Groups_are_assigned_to_a_particular_user|What Security Groups are assigned to a particular User]] |
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| | + | ===Multiple Security Groups Assigned to a User=== |
| | + | See [[Editing-security-permissions#Multiple_Security_Groups_Assigned_to_a_User|Security Permissions-Multiple Security Groups Assigned to a User]] |
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| − | ===Multiple Security Groups Assigned to a User=== | + | ==Locating and Editing Security Group Permissions== |
| − | When multiple Security Groups are assigned to a user the security permissions of each Security Group are merged together.
| + | See [[Editing-security-permissions#Locating_and_Editing_Security_Groups|Security Permissions-Locating and Editing Security Groups]]. |
| − | <br>
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| − | If you can imagine 2x Overhead Projector sheets, One sheet with 3x ticks on it and the second sheet with 2x ticks on it,
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| − | <br>
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| − | When you place these two sheets together you end up with 5x ticks visible.
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| − | <br>
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| − | <br>
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| − | Example: Security Group A as above allows for the user to be able to <br> Create, Update, Delete and View the Employee Record and Employee Training Records, and ONLY be able to View Employee Medical information.
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| − | <br>
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| − | <br>
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| − | If we now assign Security Group B to the same user, and Security Group B allows the user to Create, Update and Delete the Employee Medical information,
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| − | <br>
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| − | 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.
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| − | [[File:subscribehr_logo.gif]] | + | <br><br>[[File:subscribehr_logo.gif]] |
If you cannot see the [Add new record], [Delete record] 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.
