Service Level Management Security Role: Options Tab

You can set security permissions relating to agreements for the SLM Security Role.

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.

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

2. Select the Options tabif it is not already uppermost.

3. Choose the settings you wish to assign to the security role:

Agreement Read	Analysts with this role can search for and view agreements
Agreement New	Analysts with this role can create an agreement. Agreement Read must be selected to enable this option.
Agreement Update	Analysts with this role can edit and update agreements created by other Analysts. Agreement Read must be selected to enable this option.
Agreement Delete	Analysts with this role can delete existing agreements. Agreement Read must be selected to enable this option.
Agreement Cancel Lock	When not selected, this option prevents two Analysts updating an agreement at the same time by locking the agreement. To disable the lock, this option can be selected Agreement Update must be selected to enable this option.
Agreement Action by Default	Analysts with this role can open agreements in Edit mode directly; they do not need to use the Edit button. Agreement Update must be selected to enable this option.
Monitor	Analysts with this role can create monitors for SLM, providing real time graphing of SLM statistics and information. This option does not give or deny access to the overall monitor application, just the part relating to agreements
Agreement Object Download	Analysts with this role can download and view objects attached to an agreement
Agreement View Secure Attachments	When enabled, allows analysts with this role to view attachments using the secure PDF Viewer
Agreement Object Update	Analysts with this role can modify a file attached to an agreement. If you have Advanced Object Management on your system, you will need to check the object out and back in Agreement Object View must be selected to enable this option.
Agreement Object Delete	Analysts with this role can delete an attached object. Agreement Object Version Control must be selected in the Service Level Management Settings to enable this option.
Agreement Stakeholder Read	Analysts with this role can view stakeholders linked to agreements.
Agreement Stakeholder Write	Analysts with this role can edit the details of stakeholders linked to agreements. Agreement Stakeholder Read must be selected to enable this option.
Agreement Advanced Search	Analysts with this role can use advanced search capabilities and boolean operations to search.

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