Managing Security Role Configurations

In This Topic...

Searching for Security Roles

Why would I search for a Security Role?

To view or manage the security rights available in the system. For further details on security roles and rights, see the Security Roles section.

Before Getting Started

  • You are assigned the Manage Security Roles security right.
  • You click on Administration from the top menu.

Steps

  1. From the Administration section, click Company & Security from the Menu on the left.

  2. Select Security Role Configuration. The system displays the Security Role Search Criteria page.

  3. Optionally, enter search criteria to find a security role to narrow the list of available roles.
  4. Click Search.

Result

The Security Role Search Results is displayed with a list of available security roles. You can manage the security role by clicking on the Security Role Name hyperlink.

Creating a Security Role

Why would I create a Security Role?

To assign a particular set of rights to a system user in order to control how they navigate through the system. For further details on security roles and rights, see the Security Roles section.

Before Getting Started

  • You are assigned the Manage Security Roles security right.
  • You click on Administration from the top menu.

Steps

  1. From the Administration section, click Company & Security from the Menu on the left.

    Select Security Role Configuration. The system displays the Security Role page. By default the Employee Security Role tab is selected, however, users can click the Company Security Role tab to view security roles for companies.

    Click Create. The Security Role maintenance page is displayed.

  2. At minimum, enter the details of the required fields. Fields marked with an asterisk * are required.

    Owner Company Enter the name of the Owner Company the role is associated to.
     

    Note: The Owner Company can only be changed to another company that is higher in the hierarchy than the current Owner Company, and only when the role is marked as Shared.
    Name Enter the name of the Security Role.
    Client Code Enter the Client Code, if necessary.
    Description Enter a description of the role.
    Security Role Type Select a Role Type. The security role and its rights will be applied to users with a specified type of role.
    • Assured Role
    		 Select this option when assigning the role to Assureds.
    • Partner Company
    		 Select this option when assigning the role to a Partner Company.
    • Licensee Role
    		 Select this option when assigning the role to Licensees.
    • Licensee Policy Group Role
    		 Select this option when assigning the role to a Licensee Policy Group.
    • Partner Company Policy Group
    		 Select this option when assigning the role to a Company Policy Group.
    Shared Select Shared when you want the security role to be shared with any company in your organization.
    Active This field is prefilled when creating a new security role. Uncheck the Active checkbox to deactivate a security role.
  3. Click Save.

  4. Upon clicking Save, the Security Rights list is displayed where the user can manage and assign the necessary security rights for the role. The list of rights available is determined by the Security Role Type and category (Employee or Company).

  5. Once all applicable rights have been selected, click Save.

Result

The system saves your changes and the security role is added to the results list and is available for selection when assigning security roles.

Copying a Security Role

Why would I copy a Security Role?

To create a new security role using the details of an existing role in order to reduce administrative efforts.

Before Getting Started

  • You are assigned the Manage Security Roles security right.
  • You click on Administration from the top menu.

Steps

  1. From the Administration section, click Company & Security from the Menu on the left.

  2. Select Security Role Configuration. The system displays the Security Role page. By default the Employee Security Role tab is selected, however, users can click the Company Security Role tab to view security roles for companies.

  3. Users can copy an existing security role two ways.

    Via Copy on the Security Role page:

    1. Click the checkbox next to the security role you wish to copy.

    2. Click Copy at the bottom of the screen. This will open a new window with the copied security role where you can modify the details as needed. Note that the Security Role Type will be populated with the previous selection and cannot be changed.

    3. Modify the details as needed.

    4. Click Save.

    Via Copy from within a Security Role:

    1. Click the View Details link next to the security role you wish to copy. This will open the selected Security Role page.

    2. Click Copy at the bottom of the screen. This will open a new window with the copied security role where you can modify the details as needed. Note that the Security Role Type will be populated with the previous selection and cannot be changed.

    3. Modify the details as needed.

    4. Click Save.

Result

The system saves your changes and the security role is added to the results list and is available for selection when assigning security roles.