Difference between revisions of "Security Tokens"

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'''PRS governs user rights to access modules and actions via Security Tokens'''
=== Overview ===


==== '''PRS governs user rights to access modules and actions via Security Tokens''' ====
* Tokens may allow or restrict rights to view, edit, create or delete on a certain screen
* Tokens may allow or restrict rights to view, edit, create or delete on a certain screen
* Tokens may also allow or restrict rights to do specific actions (e.g. "Can Archive Deliveries")
* Tokens may also allow or restrict rights to do specific actions (e.g. "Can Archive Deliveries")
*Users can be assigned default access or restrictions based on their Security Groups (see Part 2)<br />
*Users can be assigned default access or restrictions based on their Security Groups (see Part 2)<br />
'''1. To view or change an individual user's Security Tokens:'''


1.1 Open the System Tab → Security Defaults
=== '''View or change an individual user's Security Tokens:''' ===
1. Open the System Tab → Security Defaults


1.2 Find the token to be changed (grouped by functionality)
2. Find the token to be changed (grouped by functionality)


1.3 Find the user to change tokens for (top right)
3. Find the user to change tokens for (top right)


1.4 Click the appropriate square to enable / disable as needed. Green or light green is enabled, red is disabled
4. Click the appropriate square to enable / disable as needed. Green or light green is enabled, red is disabled[[File:Security tokens.png|none|thumb|1045x1045px]]
[[File:Security tokens.png|none|thumb|1392x1392px|'''2. To view or change Security Groups (for a group of Users):'''


2.1 Open the Human Resources tab → User Accounts
=== '''View or change Security Groups (for a group of Users)''' ===
1. Open the Human Resources tab → User Accounts


2.2 Find the "Setup" button on the top right → open Security Groups[[File:Security group list.png|none|thumb|450x450px]]
2. Find the "Setup" button on the top right → open Security Groups[[File:Security group list.png|none|thumb|450x450px]]3.Edit an existing group or create a new one (green plus button on the bottom left corner)


 
4 Users can be added to a security group by editing the User[[File:User security group.png|none|thumb|450x450px]]
2.3 Edit an existing group or create a new one (green plus button on the bottom left corner)
 
2.4 Users can be added to a security group by editing the User[[File:User security group.png|none|thumb|450x450px]]
 
 
 
]]

Latest revision as of 09:26, 3 February 2023

Overview[edit | edit source]

PRS governs user rights to access modules and actions via Security Tokens[edit | edit source]

  • Tokens may allow or restrict rights to view, edit, create or delete on a certain screen
  • Tokens may also allow or restrict rights to do specific actions (e.g. "Can Archive Deliveries")
  • Users can be assigned default access or restrictions based on their Security Groups (see Part 2)

View or change an individual user's Security Tokens:[edit | edit source]

1. Open the System Tab → Security Defaults

2. Find the token to be changed (grouped by functionality)

3. Find the user to change tokens for (top right)

4. Click the appropriate square to enable / disable as needed. Green or light green is enabled, red is disabled

Security tokens.png

View or change Security Groups (for a group of Users)[edit | edit source]

1. Open the Human Resources tab → User Accounts

2. Find the "Setup" button on the top right → open Security Groups

Security group list.png

3.Edit an existing group or create a new one (green plus button on the bottom left corner) 4 Users can be added to a security group by editing the User

User security group.png