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You must complete the procedures in this order:
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Create
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Security Groups
You can set up as many security groups as you want. Before you start, you might want to make a note of which data objects will belong to which groups, and how you want to assign permissions to those groups.
- In Signature Portal Security, in the tree view, choose Security > Data.
- Enter a name for the group and press TAB.
- When you're prompted to create the group, choose Yes.
- Repeat steps 2 and 3 to add more groups, as necessary.
Set up a
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New User
You must set up users for Job Cost Portal pages. The users that you set up here are automatically added as SQL users, and you'll assign each user to a security group.
In Signature Portal Security, in the User Name column, select a row and enter the user's first name.
Note Make sure that you enter the name correctly before you leave the field. As soon as you leave the field, a SQL user is created and you can't change the user name by using this application.
- In the Password column, enter a password.
- In the Server field, enter the full name of the SQL server.
- In the Employee field, select the employee who is associated with this user.
- In the Group field, choose the ellipsis (…) button, and then select the group that this user belongs to.
Assign
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Permissions to
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Data Objects
For each portal data object, you can determine whether the members of a security group can view, create, and update information that is associated with that object.
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- To mark a property or object with Update permissions, that property or object must also have Read permissions.
- The Create permission applies only at the object level, not to individual properties for an object.
