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.
Software Version: 2019.09.03 and newer
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| Toolbar Icons | Description |
|---|---|
| Copy | Opens the Security Group Copy dialog. |
| Delete | Deletes the selected record(s). When clicked, users will be prompted with: "Are you sure you want to delete the selected records?". Click "OK" to confirm, or "Cancel" to return without deleting. WARNING: Records cannot be recovered once they are deleted!
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| Edit | Opens the selected record for editing. If a record is not selected, the page will not open. |
| Excel |  Clicking the Excel toolbar icon exports the current contents of the grid to an Excel file that is automatically downloaded. The contents that export are only those currently visible. If the grid is filtered, only the filtered contents will be exported. |
| Favorites |   Clicking on the star icon when it is an outline, adds the page to the 'My Shortcuts' tab and fills in the star. Clicking on the star icon when it is filled in (solid color), removes the page from the 'My Shortcuts' tab and returns the icon to an outline.
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| Grid Layout | Opens the Saved Grid Layout menu that allows the user to select another saved layout, create a new layout, save changes to a layout, or assign a saved layout as the default for the page. Once changes are made to a grid, such as columns are added or removed, the user can click the Saved Grid Layout icon and save the changes to the grid layout and name the new layout. The new layout can also be set as the default, instead of the System View. This is useful for creating specific views to separate master files or transaction types (i.e. Invoice specific vs. Credit Memo specific).
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| Help | Opens the online WIKI help page for the current page.
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| New | Opens a new blank record for data entry. |
| Fields | Description |
| Checkbox | Used to select one or more records for delete. |
| # Users Assigned | A 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 and duplicates are allowed. Linked Database Field: ERPx_MFSecurityGroup.DataEntityCompanySK |
| License Type | A 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_MFSecurityGroup.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. Linked Database Field: ERPx_MFSecurityGroup.SecurityGroupName |
The 'Administrators' Security Group and any Security Group assigned to one or more users cannot be deleted.