Creating security groups

You can define security access at the module, business object, tab, or section level for all objects in the system. You use the Security Manager application to define the security settings for users and groups. Security settings are based on organization, geography, business object, and reports.

About this task

For more information about security tools and settings, see Security.

Procedure

  1. Go to Tools > Administration > Security Manager, and click Add.
  2. Name the security group and specify any other capabilities for the security group.
  3. On the Members tab, add users and groups to the security group.
    Alternatively, you can also add users to the members group in the People Manager application.
  4. Define the level of access for the security group on the Access tab.
    If a user is in more than one group, the user is granted the most permissive level.
    For example, if one security group grants the user no access while another security group grants update access, the user has update access.
    1. Select an object.
    2. In the Data Access section, select the permission level to grant the object.
    3. In the Application Access section, select the permission level to grant the security group.
  5. Click Create.
  6. Click Cancel to close the group, or change any settings that you want and save the group.