Create Security Groups for Companies

You can use this tab to create new and maintain existing security groups for companies. You can then limit the access rights for individual companies or for a whole group.

For information about defining access levels, see Create Security Groups.

When you work with access rights with security groups for companies:

  • If you define access rights for a group, the companies within the group will automatically receive the same access rights as the group for the selected consolidation type.
    Note: In Security Groups for Companies is supported company structure where only one top group is defined for each consolidation type. If more than one top group exists in the structure tree, then it will not be supported.
  • If all companies within a group have different access rights, you must define the rights for one company at a time.
  • You can multiselect the companies if you define the same access level for all the selected companies.
  • To select a single group company, without including subsidiaries, select the All Companies check box.

The level of access rights defined for a single company will overwrite the access rights defined for this company, as a member of the group.

A company that is a member of several groups within different consolidation types can have different access levels within each group. If a user has access to this company, the lowest access level (Read-only) for that company applies.

If a user only should have access to only one company, there must be a security group for that particular company. There are two methods of doing this:

  • Create a security group and include the current company in the group. More companies can then be added to this security group, if required.
  • When defining the user's access rights, on the Limitations tab, define the single company the user should have access to. A security group with this company is then created automatically. This security group is locked for changes and no other companies can be added at a later date.

Procedure

  1. On the Maintain menu, click Rights/Security Groups. The Security Groups window opens.
  2. On the Companies tab, click the New button to create a new security group. All fields are cleared for entry.
  3. In the Code text box, enter the code of the new security group.
  4. In the Name - Group and Name - Local text boxes, enter the full name of the security group in the local and group languages.
  5. In the Consolidation Type text box, enter the consolidation type from which you want to select companies to be included in the security group.
  6. Select the All Companies check box to display all companies, regardless of which group they belong to.
  7. In the Available list box, select the company or companies you want to include in the security group.
  8. Click the mover buttons to move the selected company or companies to the Selected list box. In the Selected list box all selected companies are displayed in the structure they belong to. When you move a group, all subsidiaries are automatically included. If you want to define different access rights to single companies within the same group, you need to add these companies separately. If all companies within a group have different access rights, you must define the rights for one company at a time.
  9. Select Access Rights.
  10. Click Save.

Results

Note: If a user creates a new company, the company will automatically be added to the security group the user belongs to.