Add A New Group:

  1. Click Menu, Maintenance from One Look.
  1. Select Maintain Groups.
  1. Select Add User Group.
  1. Specify a Group name and description then click Submit.

Once you have setup your Group, you are ready to add users to the Group. Use the Maintain An Existing Group section for details on adding users and security to your Group.

Maintain An Existing Group:

  1. Click Menu, Maintenance from One Look.
  1. Select Maintain Groups.
  1. Double-click the desired group.
    The Group Security Maintenance window will display.

The following options are available:

Systems: Click the check boxes of the systems that this group will be authorized. Click Submit to update this record.

Users: Users must be created prior to this step. If the user does not exist in this list, create the user than return to this step to add them to the group. Choose the users that will be included in the group by clicking the check box next to the user. Click Submit to update this record.

IL-Sec: (index level security) Set index level security by system. The Menu Accessibility option is also available to set access to specific menu options.

Click on the desired system to open Index Level Security.

Click Add to add new index level security.

Select an Index #.

Set the Index # to (O)nly, (I)nclude, (E)xclude those records based on the Value set.

In this example, the user would be excluded from seeing records in System C where Index 1 started with 21.

Options: Double click the desired system code. This will display a list of option codes. Option codes must be setup by system code. This is necessary because groups could have different authorized options based on the system they are accessing. Check the options boxes that this group will be authorized. Click “Submit” to update these values.

Group Tabs: The purpose of tabs is to setup a level of security over documents in a particular system. Refer to Maintain Document Tab Groups to setup actual group tabs.

Choose the system code for the group tab. By choosing a tab, you are locking in this user to the document types defined in this tab.

Click Submit to update these values.


Was this helpful?

Yes No
You indicated this topic was not helpful to you ...
Could you please leave a comment telling us why? Thank you!
Thanks for your feedback.

Post your comment on this topic.

Post Comment