Security for New Companies, Plans and Transactions

When a new transaction, plan or company is created, it must have security applied to it or it will not be visible in OIPA.  Configurors will be able to see the new item in the Rules Palette and can edit it if necessary.  OIPA users will not be able to view the new item until the Security Manager assigns security to it.

Warning Message to Update Security

IMPORTANT:  The Security Manager must be notified each time a new item is created so that security can be added.

Steps to Assign Security to a New Item

1. Open the Admin Explorer tab in the Rules Palette.

2. Open Security | Application Security | Security Groups.

3. Right-click on the group that should receive access to the new item.

4. Select Check-out.

Note:  An explanation of the security file can be found in Security File Explanation.

5. Type the name of the transaction, business rule or company you are adding security to in the Search field at the top of the screen.  In the screen shot below, the new transaction is Commission.  Using the search feature will save time since you won't have to scroll through the entire security tree structure to find your new item.

Search for New Transaction in Security Group File

6. Check the box next to each action you want the security group to be able to access.  If you check the top level box next to the transaction name, all the sub-boxes will be checked.  You can remove access to a particular action by clicking the checked box.  The check mark will disappear and the action will not be available to the user.  In the example below, Activity Reverse was deselected so users in this security group will not be able to perform this action on the transaction in OIPA.

New Transaction Highlighted in Security Group File

7. Repeat steps three through six for all security groups that need access to the new item.

8. Check-in the security group file so the changes will be added to the database.