Adding restrictions in a window

 

PRIM allows you to manage security more precisely, in particular to control access to certain elements of a window.

 

 Only users in the security group "ADMIN" will have access to this window.

 

The procedure for adding restrictions is the same for all types of elements found in the "Security Settings" window. Some items will display different types of restrictions, while others will not allow restrictions to be added.

 

There are two types of windows in PRIM, so there are two ways to open the "Translation and security" window.

 

 

 

       Window elements and restriction types

 

Window components

 

TYPE

DESCRIPTION

BOX GROUP

Title or label of a control group. For example, checkboxes

LINE GROUP

Title or label of a section. For example, a type of contact information (Address)

TEXT GROUP

Title or label of a section. For example, an editing area (Comment)

TYPE

DESCRIPTION

EXAMPLES OF RESTRICTION

IMAGELIST

Grouping images of the same category

Hide an availability icon

TAB

Allows access to different tabs in a window

Disable access to the "Billing" tab of the "Client" window for the "Dispatch" group

TABLE

Organization or data set

"Payroll" table not accessible to the "In training" group

BUTTON

Control that allows the execution of an action

Block the action planned by a button, for example, "Copy" button in replacements

FIELD

Element of a table

Prevent the modification of contact information in a file

 

Types of restriction

 

TYPE

DESCRIPTION

OPTIONS

DESCRIPTION

VIEW

Hide an item

 

 

UPDATE

Prevent an item from being modified and updated

Never

The restriction will never be applied

Always

The restriction will always be applied

Only if no value

Allows you to modify the value if there was none previously

The restriction applies as soon as the user leaves the control

INSERTION

Prevent an item from being added

 

 

SUPPRESSION

Prevent an item from being deleted

 

 

EXPORTATION

Prevent data export to Excel

 

 

 

 

       Window section

 

If a user belongs to more than one security group, it is possible to add more than one restriction on an item. Each group will have its own restrictions.

 

In the example below, restrictions will be added in the "Candidate" window to prevent the "Dispatch" group from changing the candidates' banking information and to allow the "Pay" group to change the same information.

 

1.Open a "Candidate" window and move to the "Settings" tab.

2.The entry fields in the candidate's banking information section are blank, so they are accessible for modification.

3.On the main toolbar, click on the (Padlock) to open the "Translation and security" window.

4.In the list of components of the window or in the window, locate the component on which you want to add a restriction.

5.Select this item and move to the "Restriction" tab.

6.Click on an empty line to add a restriction.

7.Select an update option.

8.Add a second restriction and select an update option.

9.Select a restriction and move to the "Groups" section.

10.If you have the rights and access for this action, click on a white line to open the security group selection window. Select the security group(s) for which the restriction should apply. Repeat this operation for the second restriction.

11.Repeat steps 5, 6, 7, 8, 9 and 10 to add restrictions on the other components of the window.

12.Click on (Save) to save your changes. The restrictions will apply to the next opening of PRIM.

13.The entry fields in the candidate's banking information section are greyed out, so they are no longer accessible for modification.

 

 

 

       A control

 

If a user belongs to more than one security group, it is possible to add more than one restriction on an item. Each group will have its own restrictions.

 

In the example below, a restriction will be applied in the "Add batch requests" window to restrict access to the "night shift" control for all security groups.

 

1.Open the "Add batch requests" window.

2.All shifts are available for selection when creating replacements.

3.On the main toolbar, click on the (Padlock) to open the "Translation and security" window.

4.In the list of components of the window or in the window, locate the component on which you want to add a restriction.

5.Select this item and move to the "Restriction" tab.

6.Click on an empty line to add a restriction.

7.Check the boxes corresponding to the type of restriction and select an option, if applicable.

8.If you have the rights and access for this action, click on a blank line to open the security group selection window. Select all security groups.

9.Click on (Save) to save your changes. The restriction will apply to the next opening of PRIM.

10.The night shift is greyed out, so it is impossible to select when creating replacements.

 

 

 

       A tab

 

If a user belongs to more than one security group, it is possible to add more than one restriction on an item. Each group will have its own restrictions.

 

In the example below, a restriction will be applied in the "Payroll management" window to restrict access to the "Requests to pay" tab.

 

1.Open the "Payroll management" window.

2.The "Requests to pay" tab is accessible.

3.Click on the icon (Padlock) to open the "Translation and security" window.

4.In the "Elements" section, select the "Requests to Pay" tab.

5.Check the box in the "Visual" column to restrict access to this tab.

6.If you have the rights and access for this action, click on a blank line to open the security group selection window. Select all security groups.

7.Click on (Save) to save your changes. The restriction will apply to the next opening of PRIM.

8.The "Requests to pay" tab is no longer accessible.