Accessing Security

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The setting up of security within Jim2 should be considered very carefully, as it will obviously put restrictions on users.

 

Log on with a security group that allows access to the Security option (normally an Administrator). On the ribbon, go to Tools > Security.

 

securityinnavtree1

 

The Security screen will appear, and will also appear in the Nav Tree under Tools.

 

toolssecurity

 

securityinnavtree

 

At the top of the screen there are 3 tabs: Security, By User, By Group. These will be explained more fully further through this section.

 

Securityaccess

 

The Security tree displays all those areas of Jim2 that the selected security user/group currently has access to:

ticked boxes allow access to that area

solid boxes allow access to certain areas of that object only (expand by using the arrow symbol to see more options)

unticked boxes mean no access is allowed.

 

limitedaccess

 

Directly below the Security Group field are Report Level, Status Level and Price Break Movement Down.

 

Securityaccess1

 

hmtoggle_arrow1Report Level

 

hmtoggle_arrow1Status Level

 

hmtoggle_arrow1Price Break Movement Down

 

Further information

Effective User Security Groups

Report Security

Adding or Editing Security

Security on Preview Pane

Set Security on Selling Price Level

Export Security Details