When you need to control which users may access a system.
PM8: All versions
PM8 has two functions that control which systems a user may access, High security and Security categories.
When accessing a system, each of these security systems is used to determine if the user has permissions to open a system. To access a system, a user must have high security permission (if the system is marked as high security) and also permission to the security category used by the system.
The high security flag is a course mechanism for dividing systems into low and high security. When you need better control, you need to use the security categories.
User must have high security access to open this system can be set on each system. This marks the system as being high security. Only users that belong to a Security group that has the permission
Open high security systems may find and open high security systems.
User must have high security access to open this system.
If the user does not have the permission
Open high security systems, editing this flag will be disabled.
When creating a new system, the new system wizard will default the flag
User must have high security access to open this system based on the users' security permission
Open high security systems
Security categories control access to systems by connecting systems to security groups. If a system is linked to one or more security categories then to open the system the user must belong to a security group that is also linked to at least one of those security categories. Security categories do not affect the ability to find a system, only the ability for a user to open it.
If a system is not linked to any security categories, then there is no security category checking for the system to be opened.
Security categories are assigned to a security group which in turn is assigned to multiple users so you may need to create additional security groups for users when you want to allow only some users access to a security category.
Setup and Admin menu choose
Add the security categories you require and link them to security groups.
Securitytab. The security categories allowed by the user are listed.
If the user creating the system has access to one or more security categories, then the new system wizard will allow the system to be assigned a security category.