User Group Security Settings

WARNING

Changes to the security task rights or standard user groups may make your Zift PRM environment unstable. Do not proceed without consulting your Zift Solutions project team.

Overview

Zift PRM provides very fine control over the access and visibility to functionality.  Access on the Portal is controlled through visibility (external) user groups and page visibility settings. Access to the PRM Admin options is also controlled by user groups but with security rights instead of visibility rights. 

The procedure below explains how to grant the users in a user group rights to access additional areas of Zift PRM.  The security rights are tiered.  Generally, there are three levels for each security right.  Level 1 allows the users to view the relevant data, Level 2 allows the users to edit the relevant data, and Level 3 allows users to modify the structure of the data.  

User access should always be managed through User Groups. 

Use this procedure to modify security settings to enable or disable user access to specific areas of Zift PRM functionality.

Before You Begin

Log into PRM Admin with fileTask Level 1 rights or greater. 

To modify security settings: 

1. Navigate to Administration > User Groups.
2. Select the User Group to modify from the drop-down list or create a new User Group.(Add link)
3. Click Assign Security Tasks.
4. In the Available Security Tasks list, select the task you want to modify for the selected group and click the chevron (>) button. This will open the security task detail panel.
5. To revoke a security right, click the Remove label.
6. To modify the permission level, check or un-check the appropriate boxes. Also check the box for any rights level that are lower than the one being granted.

Related Topics

• Assign Security Tasks
• User Access Rights
• Video: Security Rights Management
• Video: User Groups