You can use the Assigned Staff window to define criteria for the staff who should inherit the rights of the security group. Eligible staff attribute criteria includes organizational unit and position. You can also define specific staff that should always inherit the rights of the security group, regardless of their staff attributes, or exclude specific staff so that they will never inherit the rights of the security group, regardless of their staff attributes.
You can manage staff assigned in the security group profile using the following methods:
Individually. You can include or exclude individual staff by selecting them in the Staff Assignments grid. This defines the specific staff to include in or exclude from the security group, regardless of their staff attributes.
To define the criteria for the staff who should inherit the rights of the security group, do the following:
Open Dashboard, click Application Links on the navigation panel, and then click Security groups under Security.
Click the link to display the organizational units, such as region, office, or business unit, set up for your firm.
Select the organizational unit attributes on the Select Attribute Values window.
Click OK. Staff whose office and business unit match one of the selected organizational units, and are not specifically excluded, are assigned in the security group.
Positions
Click the link to display the positions, such as manager, partner, or senior, set up under Staff Lists.
Select the position attributes on the Select Attribute Values window.
Click OK. Staff with those positions in their staff profiles, who are not specifically excluded, are assigned in the security group.
Select to include or exclude specific staff,if needed. You can assign staff to this security group using only this grid or you can use this section to update the list of staff already selected from your organizational unit and position criteria. Explain the grid components.
Component
Description
Include
Select to include individual staff in the security group. Select this box to include staff who should always be assigned, regardless of their attributes.
Exclude
Select to exclude individual staff from the security group, even when the staff profile information meets the attribute criteria as defined for the security group.
Meets Attributes
Displays a check mark for staff who meet the selected attribute criteria.
Assigned
Displays a check mark for staff who are assigned in the security group because the staff information meets the attribute criteria or because the staff was explicitly selected using the Include option.
Staff attribute columns
Displays attribute values for each staff in the grid.
Select a staff in the grid and click Open Staff Profile to display the Staff Profile window and edit or review an existing staff.
Show All Assigned
Click to display only the assigned staff. Staff can be assigned because the staff information meets the attribute criteria defined in the security group profile or the staff was explicitly selected using the Include option.
Refresh
Click to refresh the grid to show all staff that meet the selected attribute criteria. Any new staff that were added since opening the security group profile display in the Staff Assignments grid. Staff that were deleted since opening the profile are removed from the grid.
Saves the changes and the window stays open for editing. An error message displays if you click this button before entering all required information.
Save & New
Saves the changes and opens a new window to create a new entry. An error message displays if you click this button before entering all required information.
Note: This option is not available in edit mode.
Save & Close
Saves the changes and exits the window. An error message displays if you click this button before entering all required information.