Equus Software

Users' access in the Equus Platform can be limited based on certain projects. For a given user, their access to projects can be limited to the following options:

 View projects…

How to Configure Project Security

Security in Assignment and Authorization can be controlled by:

User Specific Rights
Resource Allocation
Access Groups

User Specific Rights
User Specific Rights can be applied to assignees and allow

Assignment and Authorization Security

Equus Platform allows clients to restrict access in many ways, depending on the specific requirement.
Here are the primary methods for managing access: 


 Security Roles: Security roles are applied t

Access Management in the Equus Platform Overview

Preference Name = SHLDAUTAPP
Full Name - Approvers must be authorized with SSO/Login
The "Approvers must be authorized with SSO/Login" feature increases the security door capability of external routed

Securing External Routed Requests (SHLDAUTAPP) System Preference

Security and Access Management

OverviewAccess Groups are a feature that allows you to create simple relationships between users and Assignment records. A relationship from a user to an assignment can be created using different…

Access Groups Overview

A user can be linked to several access groups as can an assignment.Adding Access Groups to Assignments
To allocate a Access Group to an Assignment Record, view the assignment record…

How to add access group to an assignment

A user can be linked to several access groups as can an assignment.Adding Access Group to a User
Navigate to the user maintenance screen. Access group can be added to…

How to add an access group to a user

Access Groups

Company segments can be used to define divisions or sections of a company. Segment level information appears at the top of the Mobility Details screen and is mostly used to place…

What are company segments and how are they used?

Segments are configured at the Company Level on the Segment Level page.  The following fields are available: Segment Level Configuration
Hide the From Column: Tick the checkbox to only display the "To

How to configure company segment levels

Segments Lookups are configured at the Company Level on the Segment Lookup page. When using lookups for segments on the Segment Level page, each segment will require a lookup and is ordered alphabetic

How to configure company segment level lookups

Company Segments

To add a new category or edit an existing category, navigate to the System Lookup Maintenance screen and select &lt;Data Sensitivity&gt; from the Lookup Field drop down list.  
Click on the  button an

How to create a data sensitivity category

Data sensitivity when applied to an object within the system allows for access/visibility to be limited to users with the appropriate access only.Data sensitivity is set at a security role…

What is data sensitivity and how is it used

Once data sensitivity categories are in place, they can then be applied to certain objects using the Data Sensitivity field.  Select a value from the Data Sensitivity drop down list followed by…

How to apply data sensitivity to an object

Data Sensitivity

Encrypting or making fields private offers an extra level of security when using Equus Platform. When fields are encrypted they are encrypted in the database and protected "at rest" meaning…

Data Encryption and Security Overview

Only certain fields in the Equus Platform supports data encryption and private fields.  The list of fields that are supported are found and listed on the Data Encryption and Security…

How to apply data encryption and security to a data field

This report is useful when you want to know which data fields supports data encryption and private fields.Start by creating a User Report Type with:

Base Table = Data Dictionary Field…

How create a report to return a list of field names that supports field encryption and private fields

Field

Applying a Data Sensitivity Category to the role will determine whether the user has access to the list of objects that have been restricted using this approach:
Dashboards layouts 
Document…

How to apply a data sensitivity category to a security role

Security roles are maintained at a system level.  Navigate to the Security Roles screen, to edit an existing security role by clicking on the pencil icon or to add a new…

How to create or edit a security role

Certain fields in the Equus Platform are available for encryption and when a user does not have decryption rights to an encrypted field, (Encrypted) appears on screen instead of the…

How to apply field privacy rights to a security role

Users can view What-If Cost Estimates created by other users as well as the estimates that they have created themselves when their security role has the View All What-If Cost Estimates…

How to restrict a security role access to What-If Cost Estimates

To identify the screen name on the Security Role Maintenance screen, copy the part of the URL after the site name e.g. /Utilities/ExchangeRate/Exchangerate.aspx  
Navigate to the the Role Maintenance

How to identify the screen name using the URL

By default all new roles have access to change the voucher status.  In order to limit users to change the status of the voucher, this can be done by editing the…

How to restrict a security role to certain voucher status change rights

By default all new roles have access to move a Compensation Worksheets Transaction Process Status between “Not Ready”, “Ready for Review” and “Ready for Processing”.  
In order to limit users…

How to configure a security role for compensation worksheet status change rights

Associating security roles with a user is the main method for controlling and managing user access to screens within the Equus Platform; user security maintenance controls which assignments a user…

Security Role Overview

Role Maintenance

Special Security Groups can be created to categorize certain groups of assignees, such as confidential moves, or VIPs. Only users with access to the specified group will be able to…

What are special security groups and how are they used?

Special Security Groups are created at a company level on the Special Security Group screen. Click  to create a new security group. Populate the Name and Description fields and click  to create the sp

Creating a special security group

Special Security Groups

User's access is controlled through the User Maintenance screen via the Users screen at the system level for users who physically log into the system.  Users with the appropriate access can…

Creating a new user

On the User Maintenance screen there is a Has All Assignment Rights checkbox that is only visible when the User Type is set to &lt;Internal&gt; or &lt;Internal Read Only&gt;.This checkbox should…

How to grant a user access rights to all assignments

Users access can be limited based on certain countries.  For a given country, users be configured to view assignments that are moving from that country, to that country or both.  This…

How to limit security access to certain countries

By default, users are denied access to all special security groups. This security is defined at the user level on the User Maintenance screen on the Special Security Group Security tab…

How to limit user access to a subset of assignments using special security group

User access in the Equus Platform is controlled through the User Maintenance screen via the Users screen at the system level. 
From this screen, users can search for existing users.  By…

How to search for and view existing users

A user’s access for the company can be restricted by the defined company segments or levels. Users can only view assignments that are moving from or to the segments to…

How to limit user security access based on company segments / organization structure

User Maintenance

Restricting by company A user’s security rights will limit what is returned by a user report.  For example, if the user does not have rights to company ABC, then a report…

Applying additional security rights to user reports

OverviewTo prevent users from accidentally changing a user report (system and company level), it is recommended that the report be locked for publication. Security RoleThe security role for both Syste

Lock and unlock a User Report Publication

User Reports & Publication Locking

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