Security Group Features and Functionality
Managing Report and Query Access
This section provides an overview of access groups, security groups, and baseline access groups.
When new users are first added to the netFORUM Pro application by an Administrator, they are placed into an Access Group and provided a log-in name with a password. An Access Group specifies what modules the user may have access to while they use netFORUM Pro.
There are currently three Access Groups within netFORUM Pro:
The difference between Access Groups and Security Groups is:
Security Groups are for organizations that need much more control over users and organizations. Security Groups provide a level of control by enabling the addition and deletion of any number of modules to a group which can then be accessed by all users who are part of that Security Group.
Example: An Accounting Security Group could be set-up to enable the Accounting staff with the only access to financial records.
Important! Security Groups implementation is for advanced netFORUM Pro users only. The level of user account detail that is offered with this feature means that it will be easy for the novice user to quickly lock-out staff to key features of the application by accident. This also means extra support time trying to troubleshoot the issues for the Support staff should this happen. As a result, training before implementation is mandatory.
Every licensed user within netFORUM Pro is placed into an Access Group. netFORUM Pro Access Groups grant the following access by group:
Important! Granting access to a Security Group that provides rights to a module that is not provided in the user’s baseline Access Group overrides the Access Group and the module access will be enabled. In other words, Security Group rights will always override Access Group rights. Always take both groups into consideration when considering what rights to grant.
When Security Groups are implemented within a system the Administrator, User, and Express User Access Groups are retained and become Baseline Security Groups.
Note: The Express User Access Group is renamed to Executive Security Group.
The following four additional Baseline Security Groups are deployed:
Accounting – The Accounting Security Group is used to grant the Accounting staff access to financial information. This group has access to the CRM, Accounting, Exhibits, Reports, and Administration modules so that only the Accounting staff can add payments, process voids, cancellations, and create invoices, and so forth, if you desire (although they cannot add customer records).
To use the netFORUM Pro baseline Security Groups, click the Administration tab, expand the Overview group item, and then click the Set Group Security (Client) link.
Note: Remember that you need Administrator Access Group rights to access Security Group features and functionality as well as additional setup and training. Contact your Customer Support representative for more information.