Security

Before anyone can use RMS, they must first be added as a User with specified security permissions. The permissions process controls a user's access to data. There are several ways to control permissions:

Create Groups with specific permissions.
Set permissions at the Users level.
Use a combination of group and user level permissions (recommended).

Group level permissions can be overridden by user level permissions. The ability to create users and control permissions is determined by the administrator type. For more information, see Administrator types and permissions.

For more information on Labor screens, see Security in the Labor Structure and Labor Standards screens.

Note: The User Administration screen will be replacing the Security screen. For more information, see User Administration.

The table below displays fields, controls, and screen views annotated in the above graphic.

#	Field	Description	Notes
1	Search	Search for a specific user.	The search field appears if the Users view ( ) is selected.
2	User / Group list	Displays the list of all users or groups.	If the Users view ( ) is selected, this pane displays a list of all users. If Groups view ( ) is selected, this pane displays a list of all groups.
3	Controls
	Save	Save changes to users or groups.
	Add new user / Add new group	Click ( ) to add a new user. Click ( ) to add a new group.	If you are working with users, the plus icon ( ) appears. If you are working with groups, the page icon ( ) appears.
	Copy	Copies the selected user or group.
	Delete	Deletes the selected user or group.
	Edit Users	Select to work with users.	Default: The Security screen opens with the User view selected.
	Edit Groups	Select to work with groups.
	Client	Select the client to work with. For example, if your company owns Brand A and Brand B, you have the possibility of having three clients: Brand A only, Brand B only, Brands A & B combined. This field allows you to filter the user list by Client. Generally, you will only see or have access to one client. Usually it is the name of your company.	The Client menu appears only if the User view ( ) is selected.
	Status	Filter the user list by: All—Both active and inactive employees. Active—Active users only. Inactive—Inactive users only.	The Status menu appears only if the User view ( ) is selected.
	Database	Select database to work with.	The Database menu appears only if the Groups view ( ) is selected.
4	Details pane	This pane updates with information for the selected user, group, or tab.
5	Tabs	Tabs open configuration sub-screens for selected user or groups. Tabs include: General Properties Groups Actions Data Labor Structure Budget Lines EXECUScope Authentication Levels	Tabs vary depending on whether you are viewing users ( ) or groups ( ).
6	User view	The details pane for the selected user.	Default: User view opens on the General tab.
7	Group view	The details pane for the selected group.	Default: Group view opens on the al tab.