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Managing security on an organizational group

Asset Management Suite

Managing security is an important part of asset management. Setting up the security properly ensures that your data is secure while permitting users to have the access they need.

In most environments, you have different users who need various degrees of access to the Asset Management Suite features. These users might be data input workers, managers, or administrators. Each type of user has different access needs. For example, a supervisor user needs the rights to verify and update resource entries. A manager user needs to access the reports. An administrator user needs the rights to do everything. To set up security roles for all types of users, you can modify the predefined asset management security roles, or you can create new security roles.

See Predefined asset management security roles

In a large and a complex organization that has offices in several countries, additional security management might be necessary. For example, you might want to restrict each asset management team, so that they can only view and manage the assets for their own site. To accomplish this task, you need to create and configure site-specific security roles.

Managing security on an organizational group involves two main steps. You assign an organizational group to a security role, and then you set the security permissions for the organizational group.

Table: Process for managing security on an organizational group

Step

Action

Description

Step 1

(Optional) Create a custom security role.

When you want to manage security on an organizational group, the first step is to create the custom security roles. Custom security roles can help you better manage the assets that are dispersed over multiple sites or organizational units.

See Creating and configuring security roles

Step 2

Assign an organizational group to a security role.

After you create a security role, you can assign an organizational group to it. Only users who are assigned to this security role can view and manage the assets of this organizational group.

See Assigning an organizational group to a security role

Step 3

Configure security permissions for an organizational group.

To control what a security role can do with asset records of an organizational group, you must configure its security settings.

See Configuring security permissions for an organizational group