Overview

The security groups section defines what features different user groups can view and use in NorthScope. To create a new security group or to edit an existing security group, expand the System module and click on Security Groups.

Step 1: Creating a New Security group

New security groups can be created by copying an existing security group or creating a new group manually.

Option 1 Copying an Existing Security Group

An existing security group can be copied to create a new security group. This is useful if the new security group has similar rights as an existing security group and only a few security level edits are required. To copy an existing security group, check the checkbox next to the security group name and select Copy from the toolbar.

This creates a new security group with the same security levels as the security group that was copied. Add a new name to the Security Group field and define Company and the License Type. Note that the Company and License Type fields cannot be changed after the record is saved.

Option 2 Creating a New Security Group Manually

To create a new security group, click New. This opens a new security group records where the security group can be named and the company and the license type can be defined. When a new security group is being created, all security levels are set to No Rights by default. Note that the Company and License Type fields cannot be changed after the record is saved.

Note: Each company needs to have its own security groups.

Step 2: Editing Security Levels

All items subject to security will be sorted first by module, then categorized as either a Transaction, Master File, Setup, Configuration, Report & Inquiry, or Other. Each form will display with its controls that are subject to security beneath it. The Security Mode options include:

Full Rights: Allows users to fully access the form or control to both view and edit the component.
Read Only: Allows users to view, but not to edit the form or control.
No Rights: Prevents users from viewing and editing the form or control.

Note that controls cannot have a higher security level than the form on which it exists. If a user tries to set up a control to have a higher security level than the form, it will self-heal on save. E.g. If 'Sales Order - Transaction - Form - Transaction Record' is set to Read Only security mode, 'Sales Order - Transaction - Control - Transaction Record - Grid: Order Items' cannot have Full Rights security mode. If a user tries to save, the security mode for 'Grid: Order Items' is switched to Read Only.

Users can assign a security level to a control via the Mass Update tool. This feature can be used to update multiple security modes simultaneously or a single control. To do this, filter the appropriate columns or check the checkbox next to the mode and click Mass Update. This opens a mass update dialog. The dialog window allows to update the security mode of the selected records or the filtered records.

Note that to avoid administrators to lose access to any element of NorthScope, the Administrators security groups is granted full access for all forms and controls and the security settings cannot be edited.

Once all security settings are completed, click Save to save the changes.

Step 3: Adding Users to Security Groups

To add users to the new security group, navigate to System > Users. The Users list view lists all the users in the system. Check the check box next to the user’s name and click Edit from the toolbar. This opens the User record view. The security group can be defined on the Security tab. Click Security tab and select the appropriate value from Security Group menu and save the record.

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