You must create security groups and assign permissions to those groups to access Signature Portal pages.

You must complete the procedures in this order:

Create 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.

1. In Signature Portal Security, in the tree view, choose Security > Data.
2. Enter a name for the group and press TAB.
3. When you're prompted to create the group, choose Yes.
4. Repeat steps 2 and 3 to add more groups, as necessary.

Set up a 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.

1. In Signature Portal Security, in the User Name column, select a row and enter the user's first name. 

   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.

2. In the Password column, enter a password.
3. In the Server field, enter the full name of the SQL server.
4. In the Employee field, select the employee who is associated with this user.
5. In the Group field, choose the ellipsis (…) button, and then select the group that this user belongs to.

Assign Permissions to 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. 

You can assign permissions for the group as a whole (for example, all members of a group can view all properties for a data object), or you can assign permissions for individual properties of that object.

1. In Signature Portal Security, in the tree view, choose Security > Data.
2. Select the group to assign permissions for.
3. Choose a data object. The properties that are associated with the object are displayed in the right pane.
4. For each object property, mark the appropriate checkboxes to set permissions.

You can also use the checkboxes next to the data object field to assign a permission level to all properties for the selected object.

These rules apply:

• 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.