System Data - Job/Project Security

Job/project security groups are used to grant users access to jobs and projects.

Once a job/project security group is created, it is assigned the users that are to have access to the group’s associated jobs and projects, via the Assign Users to Security Groups screen.  Then, the group is assigned the jobs and projects to which the users have access, via the Assign Jobs/Projects to Security Groups screen.

When a user creates a new job or project, it will automatically be assigned to the user’s job/project security group, so that the user automatically has access rights to it.

• System Data - Job/Project Security
  • Create Job/Project Security Groups
  • Assign Users to Job/Project Security Groups
  • Assign Jobs/Projects to Security Groups

Create Job/Project Security Groups

Pgm: JCSECGRP – Job/Project Security Groups; standard Treeview path: System > Security > Job/Project Security > Create Security Groups

Job/project security groups are used to control access to the jobs and projects within the system.  This screen is used to create these groups, which are then associated to jobs and projects, and to users that are to have access to the associated jobs and projects.

NOTE: New jobs and projects are automatically associated to the default job/project security group of the user creating them.

Assign Users to Job/Project Security Groups

Pgm: JCSECUSR –Users By Job Security Group; standard Treeview path: System > Security > Job/Project Security > Assign Users to Security Groups

This screen is used to associate users to a job/project security group, to grant them access to the jobs and projects associated to the security group.  Note, users may belong to more than one group.

To add users to a job/project security group, select the relevant company via the Company field and group via the Group field, then insert the users in the Users section.

Also, when a user creates a new job or project, it will automatically be assigned to the user’s job/project security group, so that the user automatically has access rights to it.

NOTE: Only individuals with a user ID can be added to a job/project security group. If an individual only has a Contact record, they will also require a User record to be created in the User Maintenance screen. Refer to User Maintenance for more information on creating Enterprise users.

Assign Jobs/Projects to Security Groups

Pgm: JCSECJOB –Jobs/Projects By Security Groups; standard Treeview path: System > Security > Job/Project Security > Assign Jobs/Projects to Security Groups

This screen is used to associate jobs and projects to a job/project security group, so that users assigned to the group have access to them.

To add jobs and projects to a job/project security group, select the relevant company via the Company field and group via the Group field.  Then, using the Job Filter radio buttons, select whether to have only ‘Controlling Jobs’ or ‘All Jobs’ available in the Jobs tab.

Use the Jobs tab to insert jobs the group may access and use the Projects tab to insert projects the group may access.

It is important to note that multiple jobs and projects can be associated to a security group, and that a job or project can be associated to multiple security groups.