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Security Groups are used to identify user access to pages and controls. Rather than setting up security each time a new user is added, Security Groups can be created and assigned to one or more users. This is helpful when there is more than one user that has the exact same rights. User security is used in every functional area of the software. The purpose of this page is to add, edit, and remove security groups.

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Toolbar IconsDescription
CopyOpens the Security Group Copy dialog.
Delete

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Delete - GlobalLV
Delete - GlobalLV
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(lightbulb) The 'Administrators' Security Group and any Security Group assigned to one or more users cannot be deleted.

Edit
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Edit - List View Single LineLV
Edit - List View Single LineLV
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Excel
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Excel - Global (old)
Excel - Global (old)
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Favorites
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Favorites Add/Remove - Global
Favorites Add/Remove - Global
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Grid Layout
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Grid Layout - Global
Grid Layout - Global
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Help
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Help - Global Icon
Help - Global Icon
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New
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New - Global
New - Global
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FieldsDescription
CheckboxUsed to select one or more records for delete or mass update.Field 1Field 2Field 3
(Field Name) ID

The unique identifier of the (what type of record is this). This default to blank but is required for all records, must be unique (what must it be unique by), and must be <= 25 characters.

Linked Database Field: ERPx_####.OOOO

(Field Name) DescriptionThe name associated with the (ID Field Name) ID# Users AssignedA count of how many Users have been assigned to the Security Group.
Company

A label that shows 'Company Short Name' from the Company ID the Security Group belongs to. This is required for all records

but does not need to be unique (what must it be unique by) (and defaults from or is calculated by). 

and duplicates are allowed.

Linked Database Field: ERPx_

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MFSecurityGroup.

#####.

DataEntityCompanySK 

InactiveLicense TypeText Field

A

Yes/No field used to identify if the record is Inactive. If set to 'Yes' then it's "Inactive" and will not be included in look-ups for transactions or other master files. If set to 'No' then it's "Active" and can be used without restrictions. ('No' values display as blank in the grid). This value is always editable. Linked

label to show whether the Security Group is for System or Portal Users. This is only editable on New Security Groups.

Linked Database Field: ERPx_

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MFSecurityGroup.

#####.
Date FieldThe date of the (what is the date for) that was created by the transaction. Linked Database Field: ERPx_#####.#####.
HyperlinkA hyperlink show the (Field Name) of the transaction. Clicking on the link opens the record view of the transaction. This field is not editable. Linked Database Field: ERPx_#####.#####.
Lookup (from an Enumeration)

A single-select standard lookup to select (describe what is being selected). This defaults to (Default Value) and is (always, never, or conditionally) required. If not assigned, the message "(what message is displayed)" will be displayed. This field is (always, never, or conditionally) enabledLinked Database Field: ERPx_#####.#####.

This lookup contains all the values in the (EnumerationClassName) Enumeration Class. 

Lookup (non Enumeration)

A (single-select standard, single select load on demand, or multi-select) lookup to select (describe what is being selected). This defaults to (Default Value) and is (always, never, or conditionally) required. If not assigned, the message "(what message is displayed)" will be displayed. This field is (always, never, or conditionally) enabledLinked Database Field: ERPx_#####.#####

This lookup contains a blank value, the current assigned value, and a list of all the 'Active' (what does it include).

The [Describe what the field shows] (formatted as …(if applicable)). This is only populated for (what is it populated for...) and (defaults from or is calculated by…). This column has a grand total at the bottom. The values comes from the (Enumeration Class) Enumeration. UserLicenseTypeSK

Security Group

The name for the Security Group. This is required for all records and must be unique by company. If not, the message "Duplicate Security Groups are not allowed." will be displayed on Save. 

A Yes/No lookup to identify whether or not the feature is turned on. The value defaults to "Yes" but can be changed at anytime. 

A value of "Yes" means that...

A value of "No" means that...

Linked Database Field: ERPx_#####.#####.

(text box or non-editable text box) (formatted as …(if applicable)) to... . This is only populated for (what is it populated for...) and (defaults from or is calculated by…). This is (always, never, or conditionally) required and must be <= (how many) characters. (This column has a grand total at the bottom). Linked Database Field: ERPx_#####.#####.

Yes/No Lookup

MFSecurityGroup.SecurityGroupName

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