Web: Security Settings - Revision history

Jspenceratty at 18:47, 16 April 2024

2024-04-16T18:47:37Z

← Older revision		Revision as of 18:47, 16 April 2024
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	### Items entered on two rows are treated as "or" conditions, so if you have two rows under Clients, and one has Office=1 and the second has Office=2, then the person should only see case entries with Office=1 OR Office=2.		### Items entered on two rows are treated as "or" conditions, so if you have two rows under Clients, and one has Office=1 and the second has Office=2, then the person should only see case entries with Office=1 OR Office=2.
	# Assign a staff person to the Group		# Assign a staff person to the Group
	##		## In Administration-->Administration Menu, search for staff. Click on "Staff - Search/Edit" to open the Staff Member Search page.
			## Search for and select the staff person.
			## In Preferences, choose the group in "Security/View Group", and save the record.
			## Remember that more than one person may be assigned to the same group.

Jspenceratty at 18:44, 16 April 2024

2024-04-16T18:44:52Z

← Older revision		Revision as of 18:44, 16 April 2024
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	## Enter criteria in each table that you want restricted or filtered.		## Enter criteria in each table that you want restricted or filtered.
	### For example to limit someone to only seeing Office 1 Client entries, choose Office 1 in the dropdown in the "Client" settings. And click the Add button.		### For example to limit someone to only seeing Office 1 Client entries, choose Office 1 in the dropdown in the "Client" settings. And click the Add button.
	### Items entered on one row (across) are treated as "and" conditions. So, if Office and Fund are entered as follows, the person could only see case entries with Office =1 and Funds = 1.		### Items entered on one row (across) are treated as "and" conditions. So, if Office and Fund are entered as follows, the person could only see case entries with Office =1 and Funds = 1.[[File:Screenshot 2024-04-16 at 1.40.48 PM.png]]
	[[File:Screenshot 2024-04-16 at 1.40.48 PM.png]]
	### Items entered on two rows are treated as "or" conditions, so if you have two rows under Clients, and one has Office=1 and the second has Office=2, then the person should only see case entries with Office=1 OR Office=2.		### Items entered on two rows are treated as "or" conditions, so if you have two rows under Clients, and one has Office=1 and the second has Office=2, then the person should only see case entries with Office=1 OR Office=2.
	# Assign a staff person to the Group		# Assign a staff person to the Group
	##		##

Jspenceratty at 18:44, 16 April 2024

2024-04-16T18:44:39Z

← Older revision		Revision as of 18:44, 16 April 2024
Line 17:		Line 17:
	## Enter criteria in each table that you want restricted or filtered.		## Enter criteria in each table that you want restricted or filtered.
	### For example to limit someone to only seeing Office 1 Client entries, choose Office 1 in the dropdown in the "Client" settings. And click the Add button.		### For example to limit someone to only seeing Office 1 Client entries, choose Office 1 in the dropdown in the "Client" settings. And click the Add button.
	### Items entered on one row (across) are treated as "and" conditions. So, if Office and Fund are entered ~~thusly:~~		### Items entered on one row (across) are treated as "and" conditions. So, if Office and Fund are entered as follows, the person could only see case entries with Office =1 and Funds = 1.
	[[File:Screenshot 2024-04-16 at 1.40.48 PM.png]]		[[File:Screenshot 2024-04-16 at 1.40.48 PM.png]]

	~~The person could only see case entries with Office =1 and Funds = 1.~~
	### Items entered on two rows are treated as "or" conditions, so if you have two rows under Clients, and one has Office=1 and the second has Office=2, then the person should only see case entries with Office=1 OR Office=2.		### Items entered on two rows are treated as "or" conditions, so if you have two rows under Clients, and one has Office=1 and the second has Office=2, then the person should only see case entries with Office=1 OR Office=2.
	# Assign a staff person to the Group		# Assign a staff person to the Group
	##		##

Jspenceratty at 18:43, 16 April 2024

2024-04-16T18:43:51Z

← Older revision		Revision as of 18:43, 16 April 2024
Line 19:		Line 19:
	### Items entered on one row (across) are treated as "and" conditions. So, if Office and Fund are entered thusly:		### Items entered on one row (across) are treated as "and" conditions. So, if Office and Fund are entered thusly:
	[[File:Screenshot 2024-04-16 at 1.40.48 PM.png]]		[[File:Screenshot 2024-04-16 at 1.40.48 PM.png]]

	The person could only see case entries with Office =1 and Funds = 1.		The person could only see case entries with Office =1 and Funds = 1.
			### Items entered on two rows are treated as "or" conditions, so if you have two rows under Clients, and one has Office=1 and the second has Office=2, then the person should only see case entries with Office=1 OR Office=2.
	3) Assign a staff person to the Group		# Assign a staff person to the Group
			##

Jspenceratty at 18:42, 16 April 2024

2024-04-16T18:42:34Z

← Older revision		Revision as of 18:42, 16 April 2024
Line 18:		Line 18:
	### For example to limit someone to only seeing Office 1 Client entries, choose Office 1 in the dropdown in the "Client" settings. And click the Add button.		### For example to limit someone to only seeing Office 1 Client entries, choose Office 1 in the dropdown in the "Client" settings. And click the Add button.
	### Items entered on one row (across) are treated as "and" conditions. So, if Office and Fund are entered thusly:		### Items entered on one row (across) are treated as "and" conditions. So, if Office and Fund are entered thusly:
	[[File:Screenshot 2024-04-16 at 1.40.48 PM.png~~\|400px~~]]		[[File:Screenshot 2024-04-16 at 1.40.48 PM.png]]
	The person could only see case entries with Office =1 and Funds = 1.		The person could only see case entries with Office =1 and Funds = 1.

	3) Assign a staff person to the Group		3) Assign a staff person to the Group

Jspenceratty: Created page with " - Note: This section controls settings that restrict or filter what a standard user can see using the main interface of Kemp's Prime Web. =Basic Setup= There are three settings that must be made: # Set up a Group ## In Administration-->Administration Menu, search for Security. Click on "Security Settings" to open the "Security Setup" page. ## Click on the Group link to open the "Security Group" settings page. ## Review existing groups and numbers ## Enter new "View..."

2024-04-16T18:42:15Z

Created page with " - Note: This section controls settings that restrict or filter what a standard user can see using the main interface of Kemp's Prime Web. =Basic Setup= There are three settings that must be made: # Set up a Group ## In Administration-->Administration Menu, search for Security. Click on "Security Settings" to open the "Security Setup" page. ## Click on the Group link to open the "Security Group" settings page. ## Review existing groups and numbers ## Enter new "View..."

New page

- Note: This section controls settings that restrict or filter what a standard user can see using the main interface of Kemp's Prime Web.

=Basic Setup=

There are three settings that must be made:

# Set up a Group
## In Administration-->Administration Menu, search for Security. Click on "Security Settings" to open the "Security Setup" page.
## Click on the Group link to open the "Security Group" settings page.
## Review existing groups and numbers
## Enter new "View Group Number", "Group Short Name", and "Description" for new group. Click "Add Group"

# Add Settings for the Group
## In Administration-->Administration Menu, search for Security. Click on "Security Settings" to open the "Security Setup" page.
## Click on the Settings link to open the Security Settings page.
## Select a Security Group from the dropdown (probably the one you just created above)
## Enter criteria in each table that you want restricted or filtered.
### For example to limit someone to only seeing Office 1 Client entries, choose Office 1 in the dropdown in the "Client" settings. And click the Add button.
### Items entered on one row (across) are treated as "and" conditions. So, if Office and Fund are entered thusly:
[[File:Screenshot 2024-04-16 at 1.40.48 PM.png|400px]]
The person could only see case entries with Office =1 and Funds = 1.

3) Assign a staff person to the Group