Custom Security Profiles

For Enterprise Customers the option is available to create Custom Security Profiles. This enables you to tailor fit your security profiles and user access for your needs.

In this article we will cover the basics of creating and setting up a Custom Security Profile. One of the most important things to remember when creating a Custom Security Profile is DO NOT ASSIGN THE PROFILE TO YOURSELF as Custom Security Profiles do not have access to Configuration. You should first have a user or create a user that you can use to test the profile to ensure that it allows the access that you desire. 

If you cannot find the Security Vector you are looking for or have a question about a Security Vector please contact [email protected] 

From the Left Menu select Configuration then from the Configuration page Left Menu select Custom Security Profiles.

1. In the Upper Right corner select New Security Profile
2. Enter the Subject - Name of your Profile Ex:  MAINT-MECH5
3. Enter the Description of the Security Profile Ex: Maintenance Mechanics Level 5
4. Click Save to start selecting the security vectors for your new profile

There are three sections of Security Vectors for each Custom Security Profile.

1. Modules - These are the Main Modules with SOMAX
   
2. Functions -  These are refinements on which Functions you can perform within the Modules
3. Reports - This defines which Reports are available to the user assigned to the Security Profile

The Security Vectors for Modules have four checkboxes:

1. Access vector - Allows Access to the Module
2. Create vector - Allows the user to Create New records
3. Edit vector - Allows the user to Edit Existing records
4. Delete vector - This allows the user to set the Delete flag on a record(where applicable)

Be sure to Click Save before leaving this section to Save the selections you have made

The Security Vectors for Functions have one checkbox. To enable a function select the checkbox to disable the function uncheck the checkbox.

Be sure to Click Save before leaving this section to Save the selections you have made

The Security Vectors for Reports have one checkbox. To enable a report or action select the checkbox to disable the function uncheck the checkbox.

Be sure to Click Save before leaving this section to Save the selections you have made