Setting Security for Business Units and Cashier Offices
To set up business unit and cashier office security, use two Business Unit components (SEC_UNITSF_OPR and UNIT_CLASS_SECURIT).
The pages discussed in this section enable you to grant security access to business units and to cashier offices within business units. If the institution does not use the cashiering feature, you do not need to set up cashier security, but you can set up business unit security.
Depending on the security option that you select for business units on the Security Options page, you should grant access to a business unit and cashier office using permission lists or user IDs. If you select no security for business units on the Security Options page, you do not need to complete the pages discussed in this section, because all user IDs and permission lists have access to all business units.
This section lists prerequisites and discusses how to:
Grant a permission list access to business units and cashier offices.
Grant a user ID access to business units and cashier offices.
Before you set security for business units and cashier offices, you must:
Set up business units.
Set up cashier offices.
|
Page Name |
Definition Name |
Navigation |
Usage |
|---|---|---|---|
|
Permission List - Business Unit |
SEC_UNITSF_CLS |
|
Grant a permission list access to business units. Within a business unit, you can also grant permission to specific cashier offices. |
|
User ID - Business Unit |
SEC_UNITSF_OPR |
|
Grant a user ID access to business units. Within a business unit, you can also grant permission to specific cashier offices. |
Access the Permission List - Business Unit page ().
This example illustrates the fields and controls on the Permission List - Business Unit page. You can find definitions for the fields and controls later on this page.
Enter the business unit that you want this permission list to access.
To grant the permission list access to a cashier office, select the cashier office (within the business unit) that you want this permission list to access.
If you do not want to grant access to a business unit or cashier office, do not include the business unit or cashier office on this page.
Access the User ID - Business Unit page ().
Enter the business unit that you want this user ID to access.
To grant the user ID access to a cashier office, select the cashier office (within the business unit) that you want this permission list to access.
If you do not want to grant access to a business unit or cashier office, do not include the business unit or cashier office on this page.