Plan Security

A company can have multiple plans configured in the system. The Plan Security section allows administrators to control user access to company plans. The Plan Security folder displays a separate folder for the primary company and each subsidiary company. Each of these folders contains all company plans associated with that company.

Plan security can be managed in two ways:

  • By configuring access for all pages within a plan.

  • By configuring access for individual pages within a plan, using the Plan Pages folder.

    Note: Security must be set in order. First, define Company Security using the Company Security File and Company Pages. Once done, the Plan Security folder will show available plans. After setting up Plan Security, the Transaction Security folder will display the related transactions

Editing Plan Security

Accessing Plan Security

In the Navigation Explorer (left panel), navigate to Security | Application Security | Security Groups | [Security Group Name] | Plan Security folder.

Grant or Remove Access for All Plans or Pages

Each plan contains different pages. Security can be added either to all pages or to one specific page at a time.

  1. Expand the company folder (for either the primary or subsidiary company).

  2. Select the appropriate product folder.

    • If the plan is associated with a child product, expand the relevant Product | [Child Products] folder and select the appropriate sub folder.

  3. In the Configuration Panel (right panel), click the three-dot (⋯) hamburger menu icon in the top-right corner of the toolbar.

  4. Select from the following options:

    • Grant Access to All Pages

    • Remove Access from All Plan Pages

    • For child products, select Copy Parent Access to automatically copy permissions from the parent product.

To Grant or Remove Access Page by Page Basis

  1. In the Plan Pages folder, select the target plan page.

  2. In the toolbar, choose the appropriate configu package and click Check-Out.

  3. The Configuration Panel displays fields for setting security.

    • Configuration options may vary by page type:

      • Plan Page Name (Fixed Block): Provides plan-level access. Use the checkbox at the top to allow full access to all features on the page.

      • Button/Comment Button Access (Expandable Section): Controls access to individual buttons. Use the checkbox, dropdown, or Yes/No selections in the Allowed column.

      • Field Access (Expandable Section): Assign field-level security using the dropdown for these options:

        • Visible and Editable: Field can be viewed and updated.

        • Hide Field Value: Field is hidden.

        • Disable Field Value: Field is visible but cannot be modified.

      • Masking (Expandable Section): Apply security to text field masks. Security levels are defined in AsCodeMaskSecurityLevel and AsMaskDetail.

      • Sections expand automatically if configuration data is present. Empty sections remain collapsed by default.

      • If dropdown fields (such as State, Company, Product, Plan, Transaction) are present:

        • Select required values from the dropdowns.

        • Dropdown fields may be enabled or disabled based on the selected plan page.

      • Click Submit if the option is available.

  4. To update permissions.

    • Click the pencil icon under the Actions column to enable edit mode.

    • After making changes, click the ✓ icon to confirm or the X icon to discard changes.

  5. Click Check-In to save all security modifications to the database.