How to set or review security rights for a user

Creation date: 7/10/2025 5:20 PM Updated: 7/10/2025 5:30 PM grant permission

🔐 How to Set or Review Security for a User

This guide outlines the steps to set up or review security permissions for a user within the system.

✅ Setting Security for a New User

Follow these steps to assign security roles and permissions (Setting up your workflows with designated Requesters and Approvers helps streamline permission management based on user roles. When the Requester role is selected, the system automatically filters the user list, allowing you to assign the appropriate security roles efficiently.)

Navigate to Maintenance

Click on Maintenance from the main menu.

Access Security Settings

Click on Security.

Select Security Role

In the upper-left corner, use the “Filter List by Security Role” dropdown.
Choose the appropriate role: Admin, Requester, or Approver.

Assign Rights

Use ‘Check All’ to assign all rights or manually select individual rights as needed.

Select User

Use ‘Check All’ to apply to all users or select a specific user.

Add Security rights

Click the green ‘Add’ icon at the bottom center to apply the changes.

Enable Button and Function Access

Return to the “Filter List by Security Role” dropdown and select ‘Button/Function’.
This reveals additional function buttons for configuration.