Security

1.

After selecting the Restricted option, click on the button and set the users that will have access to the item type. At this point, the following screen will be displayed:

2.

In the Access type field, select how the access right group will be composed to the item type in question:

▪Team: Members of a determined team will have access.

▪Department: Users of a determined department in the organization will have access.

▪Department/Position: Users who hold a position in a determined department of the organization will have access.

▪Position: Users who hold a determined position will have access.

▪User: A specific user will have access.

▪All: All system users will have access.

3.

Use the Controls field to select the controls that will be granted, or not, to the members of the access group. Do not forget to check, on the right-side of this field, if the access will be allowed or denied:

▪Add: Permission to add new item types to the levels below the type in question.

▪Edit: Permission to edit the item type in question.

▪Delete: Permission to delete the item type in question.

▪Security data: Permission to edit the security data of the item type. Users who do not have this permission may edit the other data of the item type; however, the Security tab will be blocked.

▪List: Permission to view the item type in question in the system hierarchies. Users who do not have this permission will not view the item type in question on the screens with item type hierarchy.

▪View: Permission to view the item type data screen.

4.

In the Search fields field, fill in the fields according to the access type selected previously to make it easier to search for the users who will have access to the item type in question.

5.

To perform the search for members, click on the button on the toolbar or press the ENTER key on the keyboard. The respective members will be displayed in the list of records on the selection screen. Select those who will have access permission to the type in question and save the record.