A Security Group is assigned to a User to identify their user access/rights to pages and controls. Rather than setting up individual security rules uniquely for each user, 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. The purpose of this page is to clone an existing Security Group.
Page Header
| Toolbar Icon | Description |
| Help | 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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| Save & Close | Creates a clone of the source Security Group. If successful, the new Security Group will be added and displayed in the Security Groups List View. |
| Field | Description |
|---|---|
| 'Copy From' Fields | |
| Copy From | A textbox that displays the Security Group name of the source Security Group. This defaults from the Security Group that was selected when the page was opened and is non editable. |
| Company | A textbox that displays the Company of the source Security Group. This defaults from the Security Group that was selected when the page was opened and is non editable. |
| 'Copy To' Fields | |
| Copy To (New) | A textbox to edit the name of the new Security Group. This defaults as the name of Security Group that was selected with the text "(Copy)" appended to the end. This is required, and if missing the message "Copy to Security Group Name is required." will be displayed on Save. This must be unique, by Company, else the message "Copy to Security Group Name already exists." will be displayed on Save. This must be <= 40 characters. |
| Company | A single select lookup to identify the Company that the Security Group will be used in. This defaults to blank and if missing, nothing will be copied on Save. The lookup contains a blank value and the list of all Companies in the Companies List View. |
The bolded view is the default view, which will determine the view will automatically display in when opened.