7.2.2.2.4 User Security – Map Users / Groups

In the User Security section, you must define the privileges for the form. These privileges can be assigned at either the individual user level or the group level. You can specify permissions such as Add, Edit, Delete, and Authorize (for rejecting or publishing records). You can also set a start and end date to control the duration for which these privileges remain active (Optional). In the group level, the mapped group is assigned with required privileges. The administrators to assign access permissions to specific users or user groups for managing data entry operations. Mapping users with proper authorization ensures data security and role-based access control.
  1. Click User Security to select the user or user groups who can perform data entry to maintain the data in the table.

    Table 7-4 User Security

    Field Description
    Search Bar Used to find users or user groups by name.
    Mapped Users Displays the list of users or groups currently associated with the configuration.

    It lists available groups such as:

    • Application Admin of Data Foundation For Banking
    • Data Maintenance Admin Group
    • FRC Data Analyst
    • FRC Data Catalog Administrator
    Add / Edit Allows administrators to assign or modify users/groups and define their roles.
    Delete Deletion of all intermediate work (draft / awaiting records) of a form
    1. While closing the action associated to the form.
    2. While picking another form in an action which already has a form associated to it. All the intermediate work is deleted / cleaned up from the previous form before opening the new form.
    Authorize Authorize the records, Return the Action and Publish action in which the form is present.

    Note:

    A user who submits the form cannot approve or reject the same form.
    Duration From / To Defines the validity period during which the user/group will have access.

    Note:

    Only authorized users/groups can interact with data based on the mapping. Unmapped users will be restricted.
    For more information refer to Approving and Rejecting New Form Definitions. After approval, the form is added to the Form Definition Summary.