Security Roles make managing users and permissions easier. You may create an unlimited number of security roles and use these roles to manage permissions within the application.
Tips
- Use security roles to define security for a specific role or use as a security group to define security for an entire set of users.
- Security may be inherited from parent organizations, so defining security at the parent can automatically flow down to all sub-units and folders.
- If you have multiple organizational units and users specific to those organizational units, you may consider creating security roles for each organization unit.
- Remember, any user assigned to the security role, automatically maintains that roles security permissions.
- Consult your Implementation Manager for assistance.
For instructions on how to create security roles, please see the Administration and Security Roles section of the help. To assign permissions, please see the Administration and Manage Permissions section of the help.
