A Security Setting is a mechanism which allows a user to have differing security levels between the buildings and schedules available from within Prime. Any number of different Security Settings may be applied to a user at any time. NOTE: Security Settings may only be applied, edited or deleted by users with a security level of 90 or above.
Adding a Security Setting
| 1. | Select Utilities > " User Administration" from the Menu Bar. |
| 2. | On the User Administration screen, highlight the required user. |
| 3. | Click Security. |
| 4. | On the subsequent User Details screen, the Security Settings tab will open: |
| 5. | Click Add. |
| 6. | Enter a name for the security rule in the "Please enter the new name:" dialog box and click OK. This will create a security rule, and the heading on the Security Settings tab will update to reflect that one security setting has been created: |
| 7. | Click the drop-down arrow in the Security Rules box and select the newly created rule from the drop-down list. The screen will update: |
| 8. | Now build the detail of the new rule: |
| i) | Click to add More Rows. |
| ii) | Select the field against which the security setting is to be applied from the drop-down menu in the Field Name box. (HINT: This list consists of all fields available for use on the Site List screen). |
| iii) | Select the appropriate operator to be applied to the filter from the drop-down list in the Operator field. |
| iv) | Input the security setting term into the Criteria box. |
| v) | If necessary, click More Rows and repeat steps ii - iv as required. |
| vi) | Choose whether the filter should apply against all criteria (Match All Criteria) or whether the filter should apply against any criteria (Match Any Criteria). (NOTE: Match All Criteria is an AND command and will only give access to those items where all filter criteria are met. Match Any Criteria is an OR command. Access will be allowed to items where any of the criteria are met). |
| viii) | Amend the Security Level field. (NOTE: By default this is set to 0. The Security Level set cannot be greater than the security level of the user applying the security rule). |
| 9. | Click OK to apply the Filter and return to the User Administration screen (NOTE: Clicking Cancel will cause all changes made to the Data Filter to be abandoned). |
Amending a Security Setting
| 1. | Select Utilities > " User Administration" from the Menu Bar. |
| 2. | On the User Administration screen, highlight the required user. |
| 3. | Click Security. |
| 4. | On the subsequent User Details screen, the Security Settings tab will open. The tab title indicates that a Security Setting is in place, even though this is not evident from the Security Rules area: |
| 5. | Click the drop-down arrow in the Security Rules box and pick the required Rule from the list: |
| 6. | Add or remove rows and/or change the Security Level as required. |
| 7. | Once amendments are complete, click OK to save the changes and return to the User Administration screen. |
Deleting a Security Setting
| 1. | Select Utilities > " User Administration" from the Menu Bar. |
| 2. | On the User Administration screen, highlight the required user. |
| 3. | Click Security. |
| 4. | On the subsequent User Details screen, the Security Settings tab will open. The tab title indicates that a Security Setting is in place, even though this is not evident from the Security Rules area: |
| 5. | Click the drop-down arrow in the Security Rules box and pick the required Rule from the list: |
| 6. | Click Delete to remove the Security Rule. |
| 7. | In the subsequent "Confirm Delete" dialog box, click Yes to confirm the deletion of the Security Rule, or No to cancel the deletion and return to the Security Settings screen. |