PureConnect

Discussion Thread View
Expand all | Collapse all

Role Security

Jump to Best Answer
  • 1.  Role Security

    Posted 07-05-2019 13:53
    Hi,
    is there a way to set security on users so they cannot create roles but can add them to users or workgroups?
    trying to figure out how to stop them from creating new roles on a whim.
    we are on 2018 r3 patch 6.
    thanks
    #Security

    ------------------------------
    Doug Dewees
    Freedom Financial Network
    ------------------------------


  • 2.  RE: Role Security
    Best Answer

    GENESYS
    Posted 07-05-2019 16:17
    Hi Doug,

    Yes.

    To do this, you simply give the user Adinistrative access to the Users and Workgroups you want them to manage (note, this could be *[All] or, in the case of Users, All members of specified workgroup(s)) and to the actual roles you want them to be able to assign. Since they don't have access to all roles, they can't add new ones. You can also, in this way, limit which roles thay can actually assign.

    Remember, however, that they will still be able to edit the actual roles as well as delete them, if so required.

    HTH

    ------------------------------
    Paul Simpson
    Senior Technical Instructor
    ------------------------------



  • 3.  RE: Role Security

    Posted 07-08-2019 13:56
    Thanks Paul, that helped.

    ------------------------------
    Doug Dewees
    Freedom Financial Network
    ------------------------------



  • 4.  RE: Role Security

    GENESYS
    Posted 07-08-2019 15:10
    Glad to be of service!

    ------------------------------
    Paul Simpson
    Senior Technical Instructor
    ------------------------------