Link Permissions to Security Roles

Objective

Select the specific predefined permissions that apply to a security role.

Before you start

Determine which system functions each security role is allowed to access and for which actions.

How to link permissions to a security role

  1. Open the security role's edit screen.
  2. Click the Permission tab, then:
    1. click in the toolbar to lookup a permission to link to the security role from the global permission list . The New Security Role Permission screen opens and all permissions are available in the Permission lookup, even if they have already been linked to the security role; OR
    2. click in the toolbar to lookup only permissions that are not already linked to the security role. Select whether the permissions should be grouped according to category (Link Permissions - Group per Category) or release (Link Permissions - Group per Release).
  3. Select the permission(s) that apply to the security role and click Accept.
  4. Optionally, click the Excluded Properties tab on the security role permission edit screen, and define areas within the system functions that the security role must not have access to.
  5. Save the security role record.

As a result

  • The selected permissions are linked to the security role.
  • Optionally, excluded properties are defined.
Keep in mind
  • A permission can only be assigned to a security role once.
  • Permissions are filtered by the Is Permission Tree Role field of the security role; ie if Is Permission Tree Role is set to true on the security role, only tree permissions are displayed in the permission lookup. Non-tree permissions like Delete All Proposed Work Order Batches are only available on security roles where Is Permission Tree Role is set to false.
  • Refer to Permissions Release Log for information on how new permissions are added per release.