Add Privileges to a Group

Understanding the Privileges Hierarchy

The privileges are organized as follows:

• Main menu category or module (i.e. Desktop, Setup, Purchasing, Scheduling, Tools): This level is identified by the Folder icon. If security is assigned at this level, all menu option and task privileges contained in the menu/module will automatically be assigned to the group.

• Menu/module options (i.e. milestones, templates): This level is identified by the Option icon.  If security is assigned at this level, all task privileges contained within the menu/module option will automatically be assigned to the group.

• Tasks (i.e. access to templates, create templates, delete templates): This level is identified by the Task icon. A task is the lowest privilege level, and each task will need to be assigned individually.

Expand the All Privileges folder to view main menu/module folders. Expand menu/module folders to view options. Expand menu/module options to view tasks.

To add privileges to a group:

1. From the Setup menu, select Security Manager. Or, click the Security Manager icon on the Setup toolbar.

2. Click the blue Groups tab in the lower left corner of the screen. The list of existing Groups will display in the left pane of the screen.

3. To add privileges to an existing group, click on the group in the left pane.

4. Click the Privileges tab on the bottom of the screen.
    

5. To assign all privileges in the system to the group, click the checkbox associated with All Privileges.

6. To assign all Option and Task privileges contained in a menu/module to a group, click the associated checkbox at the folder level.

7. To assign all task privileges contained in a menu/module option to a group, click the associated checkbox at the option level.  

8. To assign an individual task to a group, click the associated checkbox at the task level.

9. After all appropriate users, privileges, and reports have been assigned to a specific group, continue adding and changing groups, or save the completed group.

10. When finished, click the Save icon on the toolbar to save all changes that have been made.

11. Click the Exit icon in the upper right corner to exit the application.

Related Topics

Create a Group

Copy Group to New Group

Delete Groups

Add Users to a Group

Add Reports to a Group

Add Divisions to a Group

Add Variance Categories to a Group

Delete Users from a Group

Delete Privileges from a Group

Delete Reports from a Group