Security Tokens

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Revision as of 02:52, 2 February 2023 by Nick (talk | contribs)
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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 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)

1. To view or change an individual user's Security Tokens:

1.1 Open the System Tab → Security Defaults

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

1.3 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

2. To view or change Security Groups (for a group of Users): 2.1 Open the Human Resources tab → User Accounts 2.2 Find the "Setup" button on the top right → open Security Groups
Security group list.png
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
User security group.png