Equus Software

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:
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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

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