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 add, edit, and remove security groups.
Software Version: 2023.08.31 and newer
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| Toolbar Icons | Description |
|---|---|
| Cancel | Cancels the current unsaved changes when in edit mode. |
| Delete |
WARNING: Records cannot be recovered once they are deleted!
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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. |
| Save | Saves all changes. |
| Fields | Description |
| Company | A single select lookup to identify the Company that the Security Group belongs to, displayed using the 'Company Short Name'. This defaults to the first Company, is required, and is not editable after the initial save. The lookup contains a list of all Companies. Database Field: ERPx_MFSecurityGroup.DataEntityCompanySK |
| License Type | A single select lookup to identify the Type of User License this Security Group can be assigned to. This defaults to "System", is required, and is not editable after the initial Save. The lookup contains the following values:
Database Field: ERPx_MFSecurityGroup.UserLicenseTypeSK |
| Security Group | A textbox to enter the name for the Security Group. This defaults as blank, is required, and must be unique by company. If missing, the message "Security Group Name is required." will be displayed on Save. If duplicated across a company, the message "Duplicate Security Groups are not allowed." will be displayed on Save. This must be <= 40 characters. Database Field: ERPx_MFSecurityGroup.SecurityGroupName |
The 'Administrators' Security Group and any Security Group assigned to one or more users cannot be deleted.Page Detail
This grid shows all the Pages and Controls that are "permissible" for the 'License Type'. Changes to the 'Security Mode' can only be done using 'Mass Update' as nothing in the grid is editable.
| Toolbar Icons | Description |
|---|---|
| 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. |
| Mass Update | Opens the mass update dialog, which allows to mass update the following properties: Security Mode
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| Fields | Description |
| Checkbox | Used to select one or more records for Mass Update. |
| Category | Identifies the Page Category for the Forms and all child Controls. This is informational only and can be any value in the MFFormCategory Enumeration, including:
Database Field: ERPx_MFModuleForm.FormCategoryEN |
| Control | Identifies the 'Control Name'. This will only be populated when the 'Type' = "Control" otherwise it will be blank. Database Field: ERPx_MFModuleFormControl. ControlDescription, ERPx_MFModuleForm.FormSK |
| Form | A hyperlink that identifies the name of the page. If the page has an online help page it will be displayed as a hyperlink. Clicking on the hyperlink opens the help page for the page. Database Field: ERPx_MFModuleForm.FormDescription |
| Functional Area | Identifies where the Page and/or all child Controls belong. This is informational only includes:
Database Field: ERPx_MFFunctionalArea.FunctionalAreaName, ERPx_MFModuleForm.FunctionalAreaSK |
| Navigation Folder | Identifies the parent folder, within the Functional Area of the navigation menu where a user would find the Page. This is typically blank for transaction and balance pages. The most common folders include, but are not limited to:
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| Security Mode | Identifies the current 'Security Mode' for the page/control. This will be one of the following:
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| Type | Identifies whether the security object is a Form (page) or Control. |