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AssignmentPro Integrations - Security Role

The first time an Integration Permission Set is applied to a vendor, a Security Role called “Vendor Integration” is created. This will serve as the security role of the Vendor Users. Update Securit

Updated over 2 weeks ago

The first time an Integration Permission Set is applied to a vendor, a Security Role called “Vendor Integration” is created. This will serve as the security role of the Vendor Users.

Vendor Integration Security Role

Update Security Roles

Configuration of Screen rights and Screen Section rights is not required and will be ignored since this role is used for vendor integration only and exact data access is defined in the Vendor Integration Permission Set. This security role should not be assigned to users other than those created for vendor integration.

This Security Role will be given decryption rights to all encrypted data. You can customize and maintain the Vendor Integration user’s privacy rights within the Role Maintenance screen on the Advanced Data Restrictions tab.

Security Role - Vendor Integration - Advanced Data Restriction's Privacy Rights

Please note: if you modify the encryption/decryption rights of the Vendor Integration user security role, all integration vendors associated with that role will be impacted. In addition, if you encrypt a field that was previously not encrypted, you will have to manually grant decryption rights to the Vendor Integration Role if you want integration vendors to have access to that data unencrypted.

When you apply a permission set to a vendor, a User will be created (one per vendor, regardless of how many Integration Permission Sets are added) in the format “[Vendor Name] - [Vendor ID Number]”. The user will be assigned the “Vendor Integration” Security Role.

The vendor integration users will be visible on the User Maintenance page; however, as these users are for vendor integration only, they should not be edited as typical AssignmentPro users are.

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