IPK Management Security Role: Groups Tab

You can assign IPK groups to the security role. Any Analyst who is assigned the role is considered a member of the group(s) linked to the role. You can also specify a default IPK group to which calls owned by the Analyst will be automatically assigned unless otherwise specified. This is useful when Analysts belong to several groups.

Before you start

You must have Security Roles setup selected in the Admin tab of your own General Access security role before you can assign or remove permissions for any security roles.

IPK groups must first be defined using the IPK Groups option on the System Administration Explorer pane.

  1. Closed Display the IPK Management Security Roles details window, if it is not already on screen.

     

    Select the Menu button , then Admin, and then select System Administration. The System Administration window is displayed . In the Explorer pane, locate the System group , scrolling up or down if necessary. You may need to expand the group to see the options within it.

    Expand the Security Roles group in the Explorer pane , scrolling up if necessary. Select IPK Management from the list. A browse table displays all of the existing IPK Management security roles.

    The pre-defined role All typically has all role options selected. However, some of the options are not selected by default and you should explore the permissions set before assigning the role.

    If you want to create a role, select and assign the role a name in the Role Name field. To view or update a role, select the role in the browse table and select .

  2. Select the Groups tab . This tab displays two tables. The first one shows a list of all available support groups in the system. The second one shows the support groups that are linked to the current role.
  3. To add a support group to a role, select the group in the upper table and click .
  4. To specify a default group for the role, select the group in the lower table and click .
  5. To remove a group from a role, select the group in the lower table and click .
  6. Select to save the changes and close the window. Provide the Change Reasons if prompted to do so. Alternatively, select another tab, if appropriate.