Security on Main Menu & Client View Buttons
Security is enhanced to allow authorization to add a new Policy, Client or Group Customer versus allowing a User to make and save changes to an existing record. Security can be granted on the Policy, Client or GroupCustomer pages for the ‘New’ button and/or the ‘Save’ button. If a Security Group has access to the ‘New’ button they will automatically be granted access to the ‘Save’ button. If the Security Group does not have access to the applicable ‘New’ button they will not see the Main Menu sub menu option of ‘New’ under the Policy, Client, or Group Customer menus. If the User does not have access to the ‘Save’ button, the ‘Save’ button will not be visible on the applicable screen.
Prototype Configuration Detail PrerequisitesThe following are the security user considered for showcasing of prototype scenarios:Prototype Super
Prototype Tester
Prototype Analyst
Existing Items ‘Prototype Super’ Security Group:'Policy' Plan Page:Security for 'New' button is present by default for the entire plans of the below companies:
Prototype Group Child Company
Prototype Individual Child Company
1. Add New - 'Policy' Plan Page:
Security for 'New' button is present by default for the entire plans of the below companies:Prototype Group Child Company
Prototype Individual Child Company
Policy' plan page:Admin Explorer > Security > Application Security > Security Groups > Prototype Super > Plan Security > Prototype Individual Child Company > Dynamic Prototype Plan > Plan Pages > PolicyOnce security for 'New' button is granted security for 'Save' button is also granted.
Result: In OIPA when the user associated to ‘Prototype Super’ security logs in then the 'New' sub menu option under 'Policy' main menu is shown and also user is able to 'Save' the existing/new policy content.
2. Add New - 'Client' Company Page:Security for 'New' button is present by default in ‘Client’ Company page which is in the path as mention below:Admin Explorer > Security > Application Security > Security Groups > Prototype Super > Company Security > Company Pages > Prototype > ClientOnce Security for 'New' button is grantedsecurity for 'Save' button is also granted.
Result: In OIPA, when user associated to ‘Prototype Super’ security group is logged in then the 'New' sub menu option under 'Client' main menu is shown and also user is able to 'Save' the existing/new client content.
3. Add New - 'GroupCustomer' Company Page:Security for 'New' button is present by default in 'GroupCustomer' Company page which is in the path as mention below:Admin Explorer > Security > Application Security > Security Groups > Prototype Super > Company Security > Company Pages > Prototype > GroupCustomer.
Once 'New' button is grantedsecurity for 'Save' button is also granted.
Result: In OIPA, when user associated to ‘Prototype Super’ security is logged in then the 'New' sub menu option under 'Group Customer' main menu is shown and also user is able to 'Save' the existing/new Group Customer
content.
‘Prototype Tester’ Security user:1.Save only - 'Policy' Plan Page:Security is removed for 'New' button and security to 'Save' button is given in the 'Policy' Plan Page of Functional Prototype Plan which is in the path as mention below:Admin Explorer > Security > Application Security > Security Groups > Prototype Tester > Plan Security > Prototype Individual Child company > Functional Prototype Plan > Plan Pages > PolicyResult: In OIPA, when the user associated to ‘Prototype Tester’ is logged in, the 'New' sub menu option under 'Policy' main menu is not shown.. Theuser is able to 'Save' the existing Policy content of Functional Prototype Plan policy.
2. Save only - 'Client' Company Page:
Security is removed for 'New' button and security to 'Save' button is given in the ‘Client’ Company page which is in the path as mention below:Admin Explorer > Security > Application Security > Security Groups > Prototype Tester > Company Security > Company Pages > Prototype > ClientResult: In OIPA, when the user associated to ‘Prototype Tester’ security is logged in, the 'New' sub menu option under 'Client' main menu is not shown.The user is able to 'Save' an existing Client contents.
3. Save only - 'Group Customer' Company Page:Security is removed for 'New' button and security to 'Save' button is given in the 'Group Customer' Company page which is in the path as mention below:Admin Explorer > Security > Application Security > Security Groups > Prototype Tester > Company Security > Company Pages > Prototype > Group Customer.
Result: In OIPA, when the user associated to ‘Prototype Tester’ security is logged in, the 'New' sub menu option under 'Group Customer' main menu is not shown. The user is able to 'Save' an existing Group Customer contents.
‘Prototype Analyst’ Security user:
1. No New or Save - 'Policy' Plan Page:
Security is removed for both 'New' and 'Save' buttons in the 'Policy' Plan Page of the Dynamic Prototype Plan which is in the path as mention below:
Admin Explorer > Security > Application Security > Security Groups > Prototype Analyst > Plan Security > Prototype Individual Child company > Dynamic Prototype Plan > Plan Pages > PolicyResult: In OIPA, when the user associated to ‘Prototype Analyst’ security is logged in, the 'New' sub menu option under 'Policy' main menu is not shown.The 'Save' button is not available for the existing Dynamic Prototype Plan Policies.
2. No New or Save - 'Client' Company Page:
Security is removed for both 'New' and 'Save' buttons in the ‘Client’ Company page which is in the path as mention belowAdmin Explorer > Security > Application Security > Security Groups > Prototype Analyst > Company Security > Company Pages > Prototype > ClientResult: In OIPA, when the user associated to ‘Prototype Analyst’ security is logged in, the 'New' sub menu option under 'Client' main menu is not shown. The 'Save' button is not available for an existing Client.
3. No New or Save - 'Group Customer' Company Page:
Security is removed for both 'New' and 'Save' buttons in the 'GroupCustomer' Company page which is in the as mention belowAdmin Explorer > Security > Application Security > Security Groups > Prototype Analyst > Company Security > Company Pages > Prototype > Group Customer.
Result: In OIPA, when the user associated to ‘Prototype Analyst’ security is logged in, the 'New' sub menu option under 'Group Customer' main menu is not shown. The'Save' button is not available for an existing Group Customer.