Concepts

Tasks

Selecting Security Profiles for Users

In a multi-site implementation, you might want to restrict a user’s access to sites other than their home site. In this case, you might create an “Other Sites” security profile with a lower access level. You can create the profiles such that an employee who logs in with these settings will only see objects (such as assets and work orders) from their home site. Objects from other sites will not be visible. Or, you can create an “Other Sites” profile that allows a user to have read-only access to objects from other sites.

As with any security profile, you can override the default access level for any class, action, attribute, relationship, or view in the system.

For example, depending on how your site types are set up some objects might only be owned at certain sites in the hierarchy (that are not the user’s home site or top site). For example, if your hierarchy has three levels, Suppliers might be owned at the second level. If you create only one Other Sites profile and turn off suppliers, the user will not be able to see any suppliers at all. If this is the case, you should create a separate profile for the sites at the 2nd level that provides appropriate security for Suppliers.

When setting up multi-site profiles, you should set the user’s home site profile as the General Access profile, and then select the “other sites” profile for each of the other sites in the hierarchy. In addition, you might also need to select a special profile for the top site in your site hierarchy.

This section explains how to select different security profiles for a user’s home site, top site, and other sites.

To Edit the User Profile

1.	From the Site window, click on the tool bar. The Enterprise window appears.

2.	Select the Security view and then the Users tab.

3.	Double-click to open a user in the list. The User dialog appears.

4.	The User groups box displays the user groups of which this user is a member. For more information, see Creating User Groups.

5.	In the General security profile box, select the profile for the user’s home site. This is the profile that will be used for all sites, except for any that are listed in the table below.

6.	Click New. The Site Security dialog appears.

7.	In the Site box, select the top site in your hierarchy.

8.	In the Profile to use box, select the profile that you have created for the top site for this user. This profile may or may not be different from the profile that you have created for the other sites.

9.

Click OK.

10.	Click New again. Select the next site that you want to secure, and select the appropriate profile for that site.

Note: Do not select a profile for the user’s home site. This site will use the profile that you selected in the General security profile box.

11.	Repeat step 10 for each site except for the user’s home site.

12.	To save and close the user profile, click OK.