Creating Global Security Profiles

Create a global security profile to determine user access to application-wide information.

To create a global security profile:

1. On the Navigation Menu, expand Administration and click User Administration.
2. On the User Administration page, click Global Security Profiles.
3. On the Global Security Profiles page:
   1. Click Add.
   2. In the Profile Name field, double-click and type a unique name.
   3. In the Description field, double-click and type a description.
   4. Click the Privileges detail window and select options to assign privileges to the profile.
   5. Click Context and click Set As Default if you want this profile to be the new default.

      Note:

      Select the Privilege option in the detail window header to assign all privileges in the window. Clear the Privilege option to disable all privileges in the window. You can also select the Privilege option at the grouping level to select or clear all privileges in that group.

4. On the Global Security Profiles page, click Save.

Tip:

Provide clear profile names and descriptions to help you manage profiles.

• Create a default global profile with few or no privileges.
• To save time, consider copying, pasting, and modifying an existing profile: select the closest matching profile and click Context and click Duplicate. All privilege options are also duplicated. The new profile will appear with a unique name based on the original. For example, if you duplicated PM Set, the duplicate is named PM Set-1.