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Review examples of security roles and things to consider if you're using multiple companies.

Related Topics:

  • Record Level Security
    In record level security you control a security role's access to specific hub records.
  • Examples of Security Roles
    If you are new to DPS, you may find it helpful to review security role examples.
  • Example of How to Set Up Security
    If you are new to DPS, you may find it helpful to review an example that shows how an enterprise uses Security Configuration to set up 300 users.
  • Role Security and the Employee Card
    A user's security role determines how much information the user sees on the employee card for an employee.
  • Performance Canvases and Role Security
    You can specify that a security role have access to the DPS Performance Canvases application. If you do, the performance canvases display as URLs in the Available Web Dashparts column.
  • Security Access to Transactions
    Your system administrator uses Role Security to specify the types of transactions that a role can access, as well as the functions that the role can perform for each transaction type.
  • Access to Screen Designer
    A user's security role determines whether he or she can access Screen Designer in the browser application to customize the contents of a hub.
  • Access to Dashboard Designer
    The user's security role determines access rights to the Dashboard Designer where dashparts and dashboards for the browser application are created and modified.
  • Access to Dashboard
    The user's role determines access to Dashboard and also the type of information that is displayed while viewing specific dashboards.
  • Setting Up Access to Activities
    You can enter activities in the Activities hub, but you can also do so in many other hubs. Similarly, specifying access to activities for a security role may involve a number of different settings.
  • Setting Up Access to Resource Planning
    In most cases, the settings you select for a security role on the Roles form control the access to the Resource Planning module for users assigned that security role.
  • Users Form Views (List or Detailed)
    Use the buttons on the Users form to select the type of view to use for your security settings.
Parent Topic: Roles Security Settings (Desktop)