Security menu
This topic describes the available options under the Security menu.
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Depending on your application permissions, you may not see all menu options listed in this section. For details, see your company’s system administrator. |
Contract Maintenance: Approval Security
| Field | Definition |
|---|---|
Menu path |
Security > Contract Maintenance > Approval Security |
ASPX page name |
ContractMaintenanceSecurity.aspx |
Page description |
Used to determine which users can approve a rate sheet. You select the approval stage and then determine which uses can approve that stage. |
Associated topic |
Mobility Security: Manage Mobile Permissions
| Field | Definition |
|---|---|
Menu path |
Security > Mobile Security > Manage Mobile Permissions |
ASPX page name |
ManageMobilePermissions.aspx |
Page description |
Used to determine which role or roles have access to the mobile applications. |
Associated topic |
N/A |
Page Security: Assign Page to Roles
| Field | Definition |
|---|---|
Menu path |
Security > Page Security > Assign Page to Roles |
ASPX page name |
ManagePageRoles.aspx |
Page description |
Select any existing page and specify which roles can access that page. |
Associated topic |
Page Security: Assign Role to Pages
| Field | Definition |
|---|---|
Menu path |
Security > Page Security > Assign Role to Pages |
ASPX page name |
ManagePageRoleAssignment.aspx |
Page description |
Select each user role and specify which pages that role can access. |
Associated topic |
Page Security: Manage Page Definitions
| Field | Definition |
|---|---|
Menu path |
Security > Page Security > Manage Page Definitions |
ASPX page name |
ManagePageDefinition.aspx |
Page description |
Manage the application’s page security framework |
Associated topic |
Page Security: Manage Pages
| Field | Definition |
|---|---|
Menu path |
Security > Page Security > Manage Pages |
ASPX page name |
ManagePages.aspx |
Page description |
Manage and customize application menus |
Associated topic |
Work With Users: Create User
| Field | Definition |
|---|---|
Menu path |
Security > Work With Users > Create User |
ASPX page name |
ManagePageDefinition.aspx |
Page description |
Create user accounts. Your administrator has set up a user account for you. In turn, you may have the ability to set up accounts for other users. These accounts are called sub user accounts. They provide access to a limited number of features. |
Associated topic |
Work With Users: Manage Password Email
| Field | Definition |
|---|---|
Menu path |
Security > Work With Users > Manage Password Email |
ASPX page name |
ManagePasswordEmail.aspx |
Page description |
Modify the default email message that users receive when they request a password reset. |
Associated topic |
Work With Users: Manage Roles
| Field | Definition |
|---|---|
Menu path |
Security > Work With Users > Manage Roles |
ASPX page name |
ManageRoles.aspx |
Page description |
Manage roles to give users access to appropriate pages only. |
Associated topic |
Work With Users: Manage Security Questions
| Field | Definition |
|---|---|
Menu path |
Security > Work With Users > Manage Security Questions |
ASPX page name |
ManageSecurityQuestions.aspx |
Page description |
Manage the standard set of security questions presented when a user forgets their username. |
Associated topic |
Work With Users: Mass Create Users
| Field | Definition |
|---|---|
Menu path |
Security > Work With Users > Mass Create Users |
ASPX page name |
MassCreate.aspx |
Page description |
Create multiple user accounts by importing the data from a comma-separated file (CSV). |
Associated topic |
Work With Users: Mass Delete
| Field | Definition |
|---|---|
Menu path |
Security > Work With Users > Mass Delete |
ASPX page name |
MassDelete.aspx |
Page description |
Delete one or more user accounts simultaneously. |
Associated topic |
Work With Users: Review Profiles
| Field | Definition |
|---|---|
Menu path |
Security > Work With Users > Review Profiles |
ASPX page name |
ReviewProfiles.aspx |
Page description |
Display and view a list of all user accounts and their contact information. |
Associated topic |
Work With Users: Review Roles
| Field | Definition |
|---|---|
Menu path |
Security > Work With Users > Review Roles |
ASPX page name |
ReviewRoleAssignment.aspx |
Page description |
View all roles and their assignments. |
Associated topic |
Work With Users: Review T&C Acceptance
| Field | Definition |
|---|---|
Menu path |
Security > Work With Users > Review T&C Acceptance |
ASPX page name |
TermsAcceptance.aspx |
Page description |
Review user acceptance or acknowledgement of the terms and conditions agreement. |
Associated topic |
Work With Users: Review Users
| Field | Definition |
|---|---|
Menu path |
Security > Work With Users > Review Users |
ASPX page name |
ReviewUsers.aspx |
Page description |
Review and manage user accounts: change the user’s name, email address, or active status. |
Associated topic |
Work With Users: Upload T&C Document
| Field | Definition |
|---|---|
Menu path |
Security > Work With Users > Upload T&C Document |
ASPX page name |
TermsAndConditionsUpload.aspx |
Page description |
Replace the existing terms and conditions of use document with another version when the terms change. |
Associated topic |
Work With Users: Shop Restrictions
As of V.2020.2, this setting was moved from Setup > Shop Restrictions.
| Field | Definition |
|---|---|
Menu path |
Security > Work With Users > Shop Restrictions |
ASPX page name |
Use the Shop Restrictions page to limit access to shops. |
Page description |
ShopRestrictions.aspx |
Associated topic |