Create Groups to Limit Access to Added Help

In this example, you want to add company policies as help in a help window. But only human resources (HR) specialists should be able to see those policies. You can use a help security group to limit access like this.

Let's look at the steps to create a help security group that includes only a custom job role for HR specialists. You can then secure your company policies with this help security group so that only people with that job role can see the help.

Before You Start

In the Offerings work area, make sure that these features are enabled at the offering level:

• Local Installation of Help

• Help Content Management

• Security for Added Help

Ask your security administrator for the name of the custom job role granted to HR specialists in your company.

Create the Help Security Group

1. In the Setup and Maintenance work area, go to the Manage Help Security Groups task in the Application Extensions functional area.

2. On the Manage Help Security Groups page, add a new row.

3. Enter these values, but leave the start and end dates blank.

   Field	Value
   Help Security Group	HR
   Display Name	HR Only
   Description	Viewing by HR specialists only

4. Click Save.

5. With your new help security group selected, go to the Associated Roles section and add a new row.

6. Select the custom job role for HR specialists as the role name.

7. Click Save and Close.