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: 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!} The 'Administrators' Security Group and any Security Group assigned to one or more users cannot be deleted.
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. Users must log out and back in before the pages will be visible in the 'My Shortcuts' tab.
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). The bolded view is the default view, which will determine the view will automatically display in when opened.
Help	Opens the online WIKI help page for the current page. This icon is only visible on pages that are documented in the online help.
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

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