Menu security and various action permissions can be controlled
by the Security Roles assigned to the
Operator.
The Import utility can be used to flag the menus and actions
that should be accessible by operators with this role, and also to
define the operators that should be assigned to this role.
Process Flow:
The role must exist in the import company before the permissions
can be imported.
Always review the permissions for this target role to ensure the
record is properly created prior to the import.
If a new role is required that is similar to another existing role, follow the steps outlined in 'Copy Permission Setup to a New Similar Role' in Security Roles to create the new role.
Create the users in Operators.
The operator must exist in the import company before the permissions can be imported, or the role can always be assigned manually to the operator later.
Click on the Export field for that specific role in Security Roles to output all the menus and menu options to a spreadsheet.
Note: Menus and sub-menus are flagged N/A (not applicable) as a permission level is not relevant.
If permission on an existing security role option or operator
should not be changed, do not change the existing ALLOW
ACCESS flag on the spreadsheet, or else just delete the menu,
menu option, permission, or operator record from the spreadsheet
before saving it.
Role security will only be updated for options and operators
included on the saved spreadsheet.
When the spreadsheet is completed, save it as a tab-delimited text file.
Click on the Import field in Security Roles and use the Select a File to Upload utility to select the filename to upload the menus with security permissions for this role, per the "tab-delimited text file".
Note: If any menu options or operators are deleted from the spreadsheet prior to importing, the role accessibility security will NOT be changed for those options omitted on the spreadsheet.
Error Conditions:
The role/operator must exist in the import company before the permissions can be imported.
Confirm or Modify Resulting Role Security Changes:
The operator role changes can be confirmed or the roles can be manually assigned to appropriate operators in the Associated Operators window in Security Roles, or individually in Operators.
The security action permission changes can be confirmed or manually set in the Permissions window in Security Roles.
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