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Security Settings

This guide provides an overview of the various security permissions settings within the management tools module. It covers system permissions, web UI permissions, IDE permissions, DM permissions, app permissions, menu permissions, workflow permissions, connection permissions, and HR permissions. These settings are essential for defining user and group access across different system areas, ensuring robust security and streamlined administration.

Getting Started​

How to Access Security Permissions?​

  • Administrative Tools > Security: Access the comprehensive security settings via the administrative tools menu.
  • Module-Specific Settings: Each sub-guide focuses on a specific area of permissions (e.g., System, Web UI, IDE, Document Management, Application, Menu, Workflow, Connection, and HR).
  • User and Group Assignments: Configure permissions for individual users or groups using options like Allow, Deny, or Unassigned.

What is the Scope of Security Permissions?​

  • System Permissions: Manage low-level access controls and core system settings.
  • Web UI Permissions: Define which web interface elements and functionalities users can access.
  • IDE Permissions: Control access to features within the integrated development environment.
  • DM Permissions: Regulate document, folder, and file operations within the document management system.
  • App Permissions: Set rights for specific application functionalities.
  • Menu Permissions: Determine which menus and navigation options are available to users.
  • Workflow Permissions: Configure user rights for managing and executing workflows.
  • Connection Permissions: Manage access to system integrations and external connections.
  • HR Permissions: Govern permissions related to human resource data and operations.

These security permissions work together to ensure that users have the appropriate level of access across all system modules, protecting sensitive data and supporting effective business processes.

Document Management Permissions​

Document Management System Permissions cover the functions users can perform within this module, including scanning/uploading files via browser, accessing reports, and using AI-powered document analysis. See Document Management Permissions documentation for more details.

See Also​

Manage Permission Groups​

The security panel displays a list of user groups on the left side and provides functionalities for creating, searching, refreshing, editing, and deleting groups. The right side of the panel is divided into the tabs "Permissions," "Members," and "Member Of," which are used to review the group's permission settings and associations. See Manage Permission Groups documentation for more details.

See Also​

Connection Permissions​

Connection Permissions determine which users can view and select the defined connections in the developer interface. See Connection Permissions documentation for more details.

See Also​

Workflow Management Permissions​

Workflow Management Permissions allow users to access workflows defined within projects and initiate operations using these workflows. See Workflow Management Permissions documentation for more details.

See Also​

Development Environment (IDE) Permissions​

Development Environment (IDE) Permissions enable users to access the developer interface, manage defined projects, and control flows/tasks during runtime. See Development Environment (IDE) Permissions documentation for more details.

See Also​

Menu Permissions control user access to menu profiles defined through the Application Explorer. See Menu Permissions documentation for more details.

See Also​

Web Interface Permissions​

Web Interface Permissions cover access to the web interface, menu definitions, announcement management, activity messages, and certain features in the developer interface. See Web Interface Permissions documentation for more details.

See Also​

System Permissions​

System Permissions define user capabilities related to accessing the system, managing delegations, and handling access keys. See System Permissions documentation for more details.

See Also​

Human Resources Permissions​

Human Resources Permissions control the operations that can be performed for each tab in the HR module. These permissions define which data users can view, create and edit. See Human Resources Permissions documentation for more details.

See Also​

Application Permissions​

Application Permissions cover view, edit, and execution rights for form and workflow components defined within registered applications in the system. See Application Permissions documentation for more details.

See Also​