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Manage Permission Groups

The security panel displays a list of user groups on the left side and provides functionalities for creating, searching, refreshing, editing, and deleting groups. The right side of the panel is divided into the tabs "Permissions," "Members," and "Member Of," which are used to review the group's permission settings and associations. Within the security panel, the left-hand section displays the list of user groups. New groups are created by using the Add Group button. The group list is searchable via the provided search field and can be refreshed with the Refresh button. When a group is hovered over with the pointer, the Edit and Delete buttons are revealed, allowing modification of the group’s name and description or deletion of the group.

The right-hand section of the panel comprises two tabs: Permissions and Members. When a group is selected, its details are presented in these tabs. In the Permissions tab, the permissions assigned to the group are categorized under headings such as “System,” “User Interface,” “Development Environment,” “Document Management System,” “Mobile System,” “Applications,” “Menu,” “Workflow Management” and “Human Resources.” Permissions for each category are configured as Allow, Disallow, or Not Assigned.

To allow a user to log in successfully, the permissions for System, User Interface, and Document Management System must be set to Allow. New users are automatically added to the default Everyone group, which inherits the permissions from its associated groups.

Within the Members tab, the members associated with the selected group are listed; these may include individual users, other user groups, titles, or departments. When Show the groups they are members of option selected, tab displays any parent groups that the selected group is a member of, allowing the relationships between groups to be clearly seen.

Security Screen

Usage Instructions​

Security screen consists of two panels.

  1. Left Panel (Group List):

    • The user groups are displayed on the left side of the security panel.
    • The Add Group button is used to create a new group.
    • A search field is available to filter the list of groups.
    • The Refresh button updates the group list.
    • Hovering over a group causes the Edit and Delete buttons to appear, which allow the group’s details to be modified or the group to be removed.

  2. Right Panel (Group Details):

    • The right panel consists of two tabs:
      • Permissions: Displays the permissions for the selected group under various categories. The permission statuses available are Allow, Disallow, and Not Assigned.
      • Members: Lists the members that belong to the selected group. Members may include users, user groups, titles, or departments. Show the groups they are members of option shows any parent groups to which the selected group belongs, providing insight into group hierarchies.

Permission Configuration​

Permissions in the Permissions tab are grouped under the following headings:

  • System
  • User Interface
  • Development Environment
  • Document Management System
  • Mobile System
  • Applications
  • Menu
  • Workflow Management
  • Human Resources
  • It is essential that the permissions for System, User Interface, and Document Management System are set to Allow for users to be granted access to the system.
  • New users are automatically included in the Everyone group; the permissions defined for the groups associated with Everyone are inherited.
  • Group Creation and Modification: Group creation, editing, and deletion via the left panel have a system-wide impact on access control. Changes made to group names or descriptions are applied to all associated permissions.
  • Critical Permission Settings: It is imperative that critical permissions (particularly for System, User Interface, and Document Management System) are set to Allow to ensure proper system access.
  • Default Group Behavior: New users are automatically added to the Everyone group, meaning that the predefined permissions for this group are applied by default.
  • Understanding Group Hierarchies: The Member Of tab helps clarify the relationships between groups, ensuring that inherited permissions and access rights are understood.
  • Security Integration: Group permissions are integrated within the broader system security settings, which are managed via the Administrative Tools and the Security module.

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