IPK Management Security Role: Groups Tab

You can assign IPK groups to the security role. Any Analyst who is assigned the role is considered a member of the group(s) linked to the role.

You can also specify a default IPK group to which calls owned by the Analyst will be automatically assigned unless otherwise specified. This is useful when Analysts belong to several groups.

Before you start

You must have Security Roles setup selected in the Admin tab of your own General Access security role before you can assign or remove permissions for any security roles.

IPK groups must first be defined using the IPK Groups option on the System Administration Explorer pane.

1. Display the IPK Management Security Roles details window, if it is not already on screen.

2. Select the Groups tab. This tab displays two tables. The first one shows a list of all available support groups in the system. The second one shows the support groups that are linked to the current role.

3. To add a support group to a role, select the group in the upper table and click Add to List.

4. To specify a default group for the role, select the group in the lower table and click Set as Default.

5. To remove a group from a role, select the group in the lower table and click Remove.

6. Select to save the changes and close the window. Provide the Change Reasons if prompted to do so. Alternatively, select another tab, if appropriate.