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Object Security and Assignment Policy for locations, organizations, reports, and resources determine who is allowed to see, edit, request, and approve a given object. These settings can be configured in Series25 Group Administration.

When editing object security and assignment policy, you can choose to do it for one group at a time or multiple groups. You must have "Set Location Object Security" or "Set Location Assignment Policy" permissions enabled (or the equivalent for organizations and resources) in in the Administrative Options section.

Editing Security for One Group

  1. In Series25 Group Administration, select a single group and click Configure... Edit Location/Organization/Report/Resource Security.
  2. Choose an existing search to display objects to edit. You can narrow results by typing in the filter search box.
  3. Select any number of objects and click the Actions menu.
  4. Select one of the following options:
    • Edit Object Security to set who can see or edit the object (see Object Security)
    • Edit Assignment Policy to set who can request or approve the object (see Assignment Policy)
    • For locations, you can edit Assignment Windows
      • Edit Assignment Window to set time-based exceptions on users' request permissions
      • Clear Assignment Window to erase any previously configured window on the object

Screenshot of the Configure Location page for a group, showing a list of locations and their associated permissions as well as other options described on this page

Image: Configuring location security for a single group

Setting Security for Multiple Groups

  1. In Series25 Group Administration, select two or more groups and click Configure... Edit Location/Organization/Report/Resource Security.
  2. From the drop-down menu, select a search to display a list of objects.
  3. Choose which aspect of security you want to edit:
  4. A list of search results will appear with a column for each security group's current settings.
  5. Use any of the filter options to narrow the search results:
    • Select a different search or security option at any time
    • Type an object's name into the search box
    • Click Show Differences to only see objects where at least one security group has different settings than the others
      • Note: not available when searches include more than 1000 results
  6. Select any number of objects you wish to change and click Edit Selected Locations/Organizations/Resources. (Or click Clear Date Boundary to remove assignment windows on locations.)

    Screenshot of the Configure Location page for multiple groups, showing a list of locations and their associated permissions as well as other options described on this page

    Image: Configuring location security for multiple groups

  7. If a single object is selected, the display changes. Security groups are listed down the left-hand side. You can select a different security level for each group. Click Save when you are done.

    A list of security groups with radio buttons to select different levels of permissions
    Image: Editing security for a single location
  8. If multiple objects are selected, a pop-up window appears similar to the one when editing security for a single group.

  Groups Help

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