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About Security Categories
Security categories allow you to group roles
(excluding company roles) so that
they can be quickly applied to accounts.
These categories may represent the type of users, such as a Client, Superintendent,
and Management, or they may represent regional security policies, such
as the NorthWest division or the Pacific Rim division.
Note: The categories
you create in one work area are not available to all other areas of Proliance.
A category's details are grouped under the
following sections:
Category
- Name:
The name of the category.
- Description: A brief description of the roles assigned to this category.
- Exclusive: If a category is marked exclusive, users in this category can only be
assigned a role that is listed in the Role Set. If a category is not exclusive,
users can be assigned any role defined in Proliance.
For example, if you create an exclusive category, Consultants, with the
roles Architect and Designer, users in a Consultants category can only
be assigned to the Architect and Designer roles. Also, roles listed in
the Principal Set must also be listed in the Roles Set.
Role
Set
This section lists the roles
associated with the category. You can add as many roles as necessary.
If Exclusive is
set to 'Yes' in the Category
section, users associated with this category can only have roles that
are listed within this Role Set
section. If Exclusive is set
to 'No', users associated with this category can be given any role defined
in Proliance.
Enter edit mode to do the following:
- To add roles to the
category, click Add Lines and
then select the roles from the list.
- To remove roles from
the category, select their check boxes and then click Delete
Lines.
Principal
Set
This section lists the roles that are automatically given
to users when they are associated with this category. This section differs
from the Role Set section, which
only defines possible roles for the user.
For example, if the category 'Management' has the roles
'Superintendent' and 'Administrator' listed under the Principal
Set, these roles are automatically assigned to any user who is
assigned to the category 'Management'.
Roles in the Principal
Set must also be listed in the Role
Set.
Enter edit mode to do the following:
- To add roles to the
category, click Add Lines and
then select the roles from the list.
- To remove roles from
the category, select their check boxes and then click Delete
Lines.