Web: Security Settings

- 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:

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

1. Add Settings for the Group
   1. In Administration-->Administration Menu, search for Security. Click on "Security Settings" to open the "Security Setup" page.
   2. Click on the Settings link to open the Security Settings page.
   3. Select a Security Group from the dropdown (probably the one you just created above)
   4. Enter criteria in each table that you want restricted or filtered.
      1. 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.
      2. 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.
      3. 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.
2. Assign a staff person to the Group
   1. In Administration-->Administration Menu, search for staff. Click on "Staff - Search/Edit" to open the Staff Member Search page.
   2. Search for and select the staff person.
   3. In Preferences, choose the group in "Security/View Group", and save the record.
   4. Remember that more than one person may be assigned to the same group.