Admin - Security Groups

Security Groups are created so the Org and Department Tab security can be customized.  This allows select "security groups" to allow certain users in the select security groups to manage their department or organization.  Use the “Security Groups” module to create a security group.

To create a Security Group:

Click the Add button and create a group.

Click Insert. Type in the desired name of the Security Group

Once the security group is created, click the expand arrow to the left of the group and click Add User to add employees to the security group.  Select an employee from the list and click Insert.

To remove a User from the security group, roll over the User's name and click the red delete icon.

Customizing a Tab or Page’s Security: To customize a tab’s security, open the tab (org, department, project, people), and select the security lock in the upper right side of the page.  The security page will open – adjust security for the page.  I.e., add the security group or employee to the security window and check the desired security settings (Read, Update, Delete, Delegate) for this group or user to have.  For example, create the security group “Information Technology”.  Next, open the Information Technology Department Connection.  At the top of the page, click the lock icon and “add” the security group “Information Technology” for each module’s security desired (i.e. main page, critical measures, projects, dialogs).  The top four modules are typically the modules that you will add the select security group to.  Make sure you propagate each module AFTER you have set the new security.

Here is a link to the security document that provides complete instructions on security: https://files.connectionsonline.net/files/COL%20DOCS/Security-4-1.doc