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Defining the category security

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The category security can be defined when adding or editing it. By default, the category is configured by the system as "Public".

 

To restrict those with access to it, perform the following steps:

 

1.In the Type security tab on the category data screen, select the Restricted option.

2.On the toolbar, click on the button to add the involved parties to the security list.

a.On the "Access type" field, select the desired parties(1). Use the filters to locate the desired record more easily.

b.On the "Controls" field, define which control actions(2) the parties will be able to perform, or not, for the customers classified under this category.

c.In the "Permission" field, configure whether the previously selected controls will be enabled or disabled for the selected parties.

d.Search and select the users who will fit the previously configured security rules.

e.Once done, click on the "Save and exit" button.

3.Add all desired involved parties to the security list. Use the other buttons on the side toolbar to edit and delete the selected involved party.

 

1 - The involved parties will be those with controls enabled in the security list, and they may be: a user, a team, an organizational unit, a position, a position from a certain department, or all users with access to SE Customer.

2 - In addition to the add, edit, and view category data actions, the involved parties may or may not have the following controls:

▪Security data: Permission to edit the category security data. Involved parties that do not have this permission may edit the other data of the category; however, the "Security" tab will be blocked.

▪List: Permission to view the category of the system hierarchies. The parties that do not have this permission will not see the category on the screens that have a category hierarchy.