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

Page Header

Toolbar Icons	Description
Cancel	Cancels the current unsaved changes when in edit mode.
Delete	Deletes the transaction, batch, or master file record. When clicked, users will be prompted with: "Are you sure you want to delete this record?". 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.
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.
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: System: Security for this group can be assigned to every permissible page/object and this group can be assigned to any 'System' User. Portal: Security for this group can only be assigned to pages/objects available to Portal Users and this group can only be assigned to 'Portal' Users. 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

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 (No Change): No changes will be made. Full Rights: The Security Group provides full rights to the page/control. Read Only: The Security Group provides read only (no edit) access to the page/control. No Rights: The Security Group does not allow access to the page/control.
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: Dashboard Transaction List View Transaction Record View Balance List View Setup List View Setup Record View Configuration List View Configuration Record View Report Inquiry Utility Dialog Info Page Menu Folder Unassigned Reports Menu Folder Mobile Transaction Mobile Inquiry 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: Company Financial Fisherman Accounting Freight Pay Grower Accounting Inventory Load Management Payroll Portal Purchasing Sales Sales Programs System 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: Setup Configuration Inquiries
Security Mode	Identifies the current 'Security Mode' for the page/control. This will be one of the following: Full Rights: The Security Group provides full rights to the page/control. Read Only: The Security Group provides read only (no edit) access to the page/control. No Rights: The Security Group does not allow access to the page/control.
Type	Identifies whether the security object is a Form (page) or Control.

Page Header

Page Detail

Related Topics

Page Definitions

Technical Details

Browser not supported