User Security Groups

The User Security Groups screen allows you to create separate menu structures for single users or groups of users. These menu structures can be used to apply additional application level security by denying or granting rights to each application by user or group.

User Security Groups do not allow you to grant access to areas of the Budgeting & Planning that are not already allowed by the license type for that user or group.

Additionally, a Security Group field is included on the User Setup and Maintenance screen, where you can assign a user to a specific security group.

Note the following guidelines when creating User Security Groups:

• If the User Security Group restricts access to certain areas of Budgeting & Planning, those areas are not visible to members of the group, even when the license type allows it.

The Accountant and Administrator roles can be granted access to applications that fall outside the license type. However, of you then assign those roles to a User Security Group that restricts access to those applications, the applications will then be unavailable. You should therefore use caution when assigning the Accountant or Administrator role to a security group.

• If the User Security Group allows access to certain areas of Budgeting & Planning, those areas will only be visible to the user or group members if the license type also allows it.

If you upgraded to Budgeting & Planning 6.1 from an earlier version, employees who were assigned to the Admin, Org, or Projects profiles are automatically assigned to these same security groups after you upgrade. However, any restrictions you previously implemented using the Alternate menu functionality are not preserved. Those restrictions are now implemented from the User Security Group screen.

What do you want to do?

Create a User Security Group

Assign a User Security Group