The Security & Permissions page holds several key User security and permissions features. This page makes managing User security and permissions simpler by bringing related settings together into one easy-to-navigate page. Here, Admin Users will be able to view Users by User Role, adjust Report Roles, and adjust Password Parameters.


Important Note: All changes to Security and Permissions configurations must be saved using the 'Save' menu in the upper-left corner. This page does not autosave. 


This page replaces the legacy Report Roles page and the legacy Password Policy page. Both of these legacy pages have been deprecated and are no longer available. 


Additional User Permissions features will be added to this page over the course of 2022.



Security


Users with the Security Role of 'Full Access' or 'User Setup' will have full access to the Security & Permissions page and all of its functions. 


View information on Security Role descriptions.



Navigation




Hover over the 'Administration' menu in the Top Ribbon, then the 'Users & Security' sub-menu, then select 'Security & Permission'. This will open the Security & Permissions screen.


Overview


The Security & Permissions page is organized into three tabs: 


USER ROLES



The User Roles tab contains security information organized by User Role. Learn more about the features for the User Roles tab here.


The User Roles tab has three subtabs:

  • PERMISSIONS - List of permissions available in the system according to the selected User Role. All permissions are additive and give permission to either access something or to perform an action. This tab is used to view the permissions currently granted to the selected Role, add or remove permissions, as well as create new User Roles.
    • Note: The Permissions tab is only available for early adopters if Custom User Roles are enabled.

  • USERS - List of all active Users. This tab is used to search for active Users by User Role and to assign or remove Users from User Roles.

  • SETTINGS - Password Requirements by User Role. This tab is view-only.


REPORT ROLES



The Report Roles tab contains features for Report Roles management, including viewing, editing, User assignment, and creating new Report Roles. Learn more about the features for the Report Roles tab here. 


The Report Roles tab has three subtabs:

  • PERMISSIONS - Listing of all Report Permissions. Each Report Permission grants Users assigned to the selected Report Role the permission to view that Report. This tab is used to view, assign, or remove Report Permissions for the selected Report Role.

  • USERS - Listing of all active Users. This tab is used to search for active Users by Report Role and to assign or remove Users from Report Roles.

  • SETTINGS - 'P&L Cutoff' and 'Report Subscription' configurations viewable by Report Role. This tab is used to adjust these settings.


PASSWORDS



The Passwords tab contains the Password Policy configurations. Learn more about the features of the Passwords tab here.