Creating Work Center and Tool security groups

Security group templates are provided to authorize users to access Work Centers and Tools and Tasks. When you apply a security group template, members of the group are authorized to access the default applications for the Work Center or Tool. If you want to modify the default authorizations, you duplicate a security group template to create a user-defined template.

Procedure

  1. In the Security Groups application, create a new group and name it.
  2. On the Sites tab, select Authorize Group for All Sites? to enable the group to access all sites, or specify individual sites.
  3. On the Applications tab, define a security group for a Work Center or Tool:
    1. In the Application Type column, filter for Tools and Tasks.
    2. Select a record.
    3. Click Manage/Apply Template. In the Add/Modify Authorization Template window, click Apply Template to create a group based on the predefined authorization settings of the template.
    4. Optional: Click Add/Modify Signature Options to set signature options at the level of the application.
    5. Optional: Click Object Structure Authorizations to specify access to data at the level of the application.
    6. Click OK.
  4. On the Object Structures tab, specify access to data at the security group level:
    1. Select the MXAPIPERUSER object structure and grant access to Read and Save authorizations.
      This authorization authenticates to the user interface for the Work Center or Tool.
    2. Optional: Grant access to any other object structures that you want members of the security group to have access to.
      This authorization is necessary if you want to enable access to data from external applications.
  5. Authorize the storerooms, labor, general ledger components, and limits and tolerances for members of the security group.
  6. On the Data Restrictions tab, you can restrict access to objects, attributes, and collections.
  7. On the Users tab, add users to the group.