From ICIHelp8.1
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In ICI, you can use various options given below, including the dynamic search feature, to find the desired security group.
 
In ICI, you can use various options given below, including the dynamic search feature, to find the desired security group.
  
−
1. '''Click''' the ''Security Group''''' '''on the ''User Administration'' page. The ''Security Groups'' page opens.
+
1. '''Click''' the "Security Groups"''' '''on the "Admin page. The Security Groups page opens.
−
<div class="image-green-border">[[File:Msg1.png|720px]]</div>  
+
<div class="image-green-border">[[File:Msg1.png|720px|Msg1.png]]</div>  
 
2.&nbsp; Search for a specific security group by using any of the following options:
 
2.&nbsp; Search for a specific security group by using any of the following options:
  
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*&nbsp;'''Click''' the ''Select Field'' list under ''Search For'', and then select an appropriate item. Search results relevant to that item are displayed with a number in bracket.<br/> The number denotes the number of security groups that meet the search criteria.  
+
*&nbsp;'''Click''' the Select Field list under Search For, and then select an appropriate item. Search results relevant to that item are displayed with a number in bracket.<br/> The number denotes the number of security groups that meet the search criteria.  
−
*'''Click''' the ''box'' to select specific item. A list of security groups relevant to the item is displayed.  
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*'''Click''' the box to select specific item. A list of security groups relevant to the item is displayed.  
−
*'''Type''' relevant keyword in the ''Custom Keyword'' box, and '''click''' ''Apply&nbsp;''to narrow your search further.  
+
*'''Type''' relevant keyword in the Custom Keyword box, and '''click''' Apply&nbsp;to narrow your search further.  
  
 
Alternatively, '''type '''the keywords in the box provided. A list of relevant security groups is displayed.<br/> <br/> '''Enhancing your search'''<br/> You can further narrow your search by using any of the following methods:
 
Alternatively, '''type '''the keywords in the box provided. A list of relevant security groups is displayed.<br/> <br/> '''Enhancing your search'''<br/> You can further narrow your search by using any of the following methods:
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'''Viewing the saved search terms'''<br/> View your saved search terms with the following:
 
'''Viewing the saved search terms'''<br/> View your saved search terms with the following:
  
−
*In the More Searches box, select your saved search, and '''click'''&nbsp;the ''Add to Favorite''&nbsp;to mark the search term as favorite.  
+
*In the More Searches box, select your saved search, and '''click'''&nbsp;the Add to Favorite&nbsp;to mark the search term as favorite.  
 
*You can find your marked favorites below the tiles.  
 
*You can find your marked favorites below the tiles.  
  
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To create a Security group:
 
To create a Security group:
  
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1. '''Click''' the ''Security Groups'' tile on the ''User Administration'' page. The ''Security Groups'' page appears.
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1. '''Click''' the "Admin" > "Security Groups"&nbsp; on the "Home" page. The Security Groups page appears.
  
−
2. '''Click''' the ''Create Security Group'' tile. The ''Create Security Group'' page appears. Enter the information for the following in the ''Create Security'' page.
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2. '''Click''' the "Create"&nbsp; tile. The Create Security Group page appears. Enter the information for the following in the Create Security page.
  
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3. The ''Create Security'' page consists of following tabs:
+
3. The Create Security page consists of following tabs:
  
 
*Details  
 
*Details  
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'''Details&nbsp;'''
 
'''Details&nbsp;'''
  
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1. '''Enter''' the group related information in the ''Details'' page.
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1. '''Enter''' the group related information in the Details page.
  
−
2. '''Type '''the name of the group in the ''Name'' box,.
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2. '''Type '''the name of the group in the Name box,.
  
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3. '''Type '''a description for the group in the ''Description'' box.
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3. '''Type '''a description for the group in the Description box.
  
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4. '''Click '''''Next''. The ''KPI'' tab appears.
+
4. '''Click '''Next. The KPI tab appears.
−
<div class="image-green-border">[[File:Msg2.png|720px]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">'''KPI'''</div>  
+
<div class="image-green-border">[[File:Msg2.png|720px|Msg2.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">'''KPI'''</div>  
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Provide access to various Key Performance Indicators (KPI) for selected group on the ''KPI'' tab.
+
Provide access to various Key Performance Indicators (KPI) for selected group on the KPI tab.
  
 
The KPI column displays a list of various KPI's used in the system:
 
The KPI column displays a list of various KPI's used in the system:
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*None- '''Click''' the radio button to prevent the user to view the particular KPI feature.  
 
*None- '''Click''' the radio button to prevent the user to view the particular KPI feature.  
  
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'''Click''' ''Next'' to go to ''Report'' page.
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'''Click''' Next to go to Report page.
  
 
'''Report'''
 
'''Report'''
  
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On the ''Report'' tab, you can provide access to various reports of the Key Performance Indicators (KPI) for selected group.
+
On the Report tab, you can provide access to various reports of the Key Performance Indicators (KPI) for selected group.
  
 
The Report tab consists of following columns:
 
The Report tab consists of following columns:
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*Reports- Displays a list of various KPI's used in the system.  
 
*Reports- Displays a list of various KPI's used in the system.  
  
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*View- '''Click''' the radio button to allow the user to view the report of a particular ''KPI'' feature.  
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*View- '''Click''' the radio button to allow the user to view the report of a particular KPI feature.  
  
−
*None- '''Click''' the radio button to prevent the user to view the report of a particular ''KPI'' feature.  
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*None- '''Click''' the radio button to prevent the user to view the report of a particular KPI feature.  
  
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'''Click''' ''Next'', the ''Users'' page appears.
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'''Click''' Next, the Users page appears.
  
 
'''Users'''
 
'''Users'''
  
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On the ''Users'' tab, add users to the group as follows:
+
On the Users tab, add users to the group as follows:
  
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*'''Click'''&nbsp;the ''Add''&nbsp;icon, the Add User/ User Group screen pops up.  
+
*'''Click'''&nbsp;the Add&nbsp;icon, the Add User/ User Group screen pops up.  
 
*'''Select''' a user from the user tiles. You can use scroll arrows&nbsp;to browse through the user tiles.  
 
*'''Select''' a user from the user tiles. You can use scroll arrows&nbsp;to browse through the user tiles.  
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*'''Click''' ''Add''.  
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*'''Click''' Add.  
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*'''Click''' ''Next''. The ''Privileges'' page appears.  
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*'''Click''' Next. The Privileges page appears.  
  
 
'''Privileges'''
 
'''Privileges'''
  
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Use the ''Privileges'' tab to provide access to various entities like agreements, clauses, contract types etc. for the selected group.
+
Use the Privileges tab to provide access to various entities like agreements, clauses, contract types etc. for the selected group.
  
 
&nbsp;
 
&nbsp;
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<div class="image-green-border">[[File:Msg3.png|720px]]</div>  
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<div class="image-green-border">[[File:Msg3.png|720px|Msg3.png]]</div>  
 
The Privileges tab consists 4 columns:
 
The Privileges tab consists 4 columns:
  
 
*KPI- Displays a list of various KPI's used in the system.  
 
*KPI- Displays a list of various KPI's used in the system.  
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*Under ''Manage'', '''click''' the radio button to provide complete access to the user for a particular ''KPI'' feature.  
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*Under Manage, '''click''' the radio button to provide complete access to the user for a particular KPI feature.  
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*Under ''View'', '''click''' the radio button to allow the user to only view a particular ''KPI'' feature.  
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*Under View, '''click''' the radio button to allow the user to only view a particular KPI feature.  
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*Under ''None'', '''click''' the radio button to inhibit the user to from accessing particular ''KPI'' feature. '''Click''' ''Next''. The ''Verify'' page appears.  
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*Under None, '''click''' the radio button to inhibit the user to from accessing particular KPI feature. '''Click''' Next. The Verify page appears.  
  
 
'''Verify&nbsp;'''
 
'''Verify&nbsp;'''
  
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'''Verify''' the details filled under each of the tab on the ''Verify'' tab. '''Click''' ''Previous'' to go back to respective tabs and '''click''' ''Save'' to create a Security Group.
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'''Verify''' the details filled under each of the tab on the Verify tab. '''Click''' Previous to go back to respective tabs and '''click''' Save to create a Security Group.
  
 
The security group is saved.
 
The security group is saved.
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To edit a security group:
 
To edit a security group:
  
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1.&nbsp;'''Click''' the ''Security Groups'' tile on the ''User Administration'' page. The ''Security Groups'' page appears.
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1.&nbsp;'''Click''' the Security Groups tile on the User Administration page. The Security Groups page appears.
  
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2.&nbsp;'''Click&nbsp;'''the ''Edit&nbsp;&nbsp;''icon&nbsp;to edit a security group. The ''Security Group Details'' page appears.
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2.&nbsp;'''Click&nbsp;'''the Edit&nbsp;&nbsp;icon&nbsp;to edit a security group. The Security Group Details page appears.
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<div class="image-green-border">[[File:Msg4.png|720px]]</div>  
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<div class="image-green-border">[[File:Msg4.png|720px|Msg4.png]]</div>  
 
&nbsp;
 
&nbsp;
  
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3.&nbsp; The ''Security Group'' page appears. Enter the information for the following tabs in the page.
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3.&nbsp; The Security Group page appears. Enter the information for the following tabs in the page.
  
 
*Details  
 
*Details  
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'''Details&nbsp;'''
 
'''Details&nbsp;'''
  
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Enter the security group related information in the ''Details'' tab.
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Enter the security group related information in the Details tab.
  
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1.&nbsp;'''Type''' the name of the group in the ''Name'' box.
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1.&nbsp;'''Type''' the name of the group in the Name box.
  
−
2.&nbsp;'''Type''' a description for the group In the ''Description'' box.
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2.&nbsp;'''Type''' a description for the group In the Description box.
  
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3.&nbsp;'''Click''' ''Next''. The ''KPI'' tab appears.
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3.&nbsp;'''Click''' Next. The KPI tab appears.
  
 
'''KPI tab'''
 
'''KPI tab'''
  
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On the ''KPI'' tab, you can provide access to various Key Performance Indicators (KPIs) for selected users.
+
On the KPI tab, you can provide access to various Key Performance Indicators (KPIs) for selected users.
  
 
The KPI tab columns display a list of various KPIs used in the system.
 
The KPI tab columns display a list of various KPIs used in the system.
  
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1.&nbsp;'''Click''' the radio button under ''View'''''&nbsp;''',to allow the user to view a particular KPI.
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1.&nbsp;'''Click''' the radio button under View'''&nbsp;''',to allow the user to view a particular KPI.
  
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2.&nbsp;'''Click''' the radio button under ''None'',&nbsp;to prevent the user from viewing the particular KPI.
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2.&nbsp;'''Click''' the radio button under None,&nbsp;to prevent the user from viewing the particular KPI.
  
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3.&nbsp;'''Click''' ''Next''. The ''Report'' page appears.
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3.&nbsp;'''Click''' Next. The Report page appears.
  
 
'''Report&nbsp;'''
 
'''Report&nbsp;'''
  
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You can provide access to Key Performance Indicators (KPI) reports for the selected security group from the ''Report'' tab.
+
You can provide access to Key Performance Indicators (KPI) reports for the selected security group from the Report tab.
  
 
The Report tab consists of following&nbsp;columns:
 
The Report tab consists of following&nbsp;columns:
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1.&nbsp; Reports- Displays a list of reports.
 
1.&nbsp; Reports- Displays a list of reports.
  
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2.&nbsp;'''Click''' the radio button under ''View''&nbsp;to allow the user to view the report of a particular ''KPI''.
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2.&nbsp;'''Click''' the radio button under View&nbsp;to allow the user to view the report of a particular KPI.
  
−
3.&nbsp;'''Click''' the radio button under ''None''&nbsp;to prevent the user to view the report of a particular ''KPI''.
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3.&nbsp;'''Click''' the radio button under None&nbsp;to prevent the user to view the report of a particular KPI.
  
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4.&nbsp;'''Click''' ''Next''. The ''Users'' page appears.
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4.&nbsp;'''Click''' Next. The Users page appears.
  
 
'''Users&nbsp;'''
 
'''Users&nbsp;'''
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On the Users tab, you can add users to the group:
 
On the Users tab, you can add users to the group:
  
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1.&nbsp;'''Click'''&nbsp;the ''Add User'' icon. The ''Add User/ Distribution Group''&nbsp;window opens.
+
1.&nbsp;'''Click'''&nbsp;the Add User icon. The Add User/ Distribution Group&nbsp;window opens.
  
 
2.&nbsp;'''Select''' a user from the user tiles. You can use scroll arrows&nbsp;to browse through the user tiles.
 
2.&nbsp;'''Select''' a user from the user tiles. You can use scroll arrows&nbsp;to browse through the user tiles.
  
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3.&nbsp;'''Click''' ''Add''.
+
3.&nbsp;'''Click''' Add.
  
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4.&nbsp;'''Click''' ''Next''. The ''Privileges'' page opens.
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4.&nbsp;'''Click''' Next. The Privileges page opens.
  
 
'''Privileges&nbsp;'''
 
'''Privileges&nbsp;'''
  
−
Use the ''Privileges'' tab to grant access to various entities like agreements, clauses, contract types etc. for the selected security group.
+
Use the Privileges tab to grant access to various entities like agreements, clauses, contract types etc. for the selected security group.
  
 
The Privileges tab consists of following&nbsp;columns:
 
The Privileges tab consists of following&nbsp;columns:
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1. Under Entity- Displays a list of entities used in the system.
 
1. Under Entity- Displays a list of entities used in the system.
  
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2.&nbsp;'''Click''' the radio button under ''Manage''&nbsp;to provide complete access to the user for a particular ''KPI'' feature.
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2.&nbsp;'''Click''' the radio button under Manage&nbsp;to provide complete access to the user for a particular KPI feature.
  
−
3.&nbsp;'''Click''' the radio button under ''View''&nbsp;to allow the user to only view a particular ''KPI'' feature.
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3.&nbsp;'''Click''' the radio button under View&nbsp;to allow the user to only view a particular KPI feature.
−
<div class="image-green-border">[[File:Msg5.png|720px]]</div>  
+
<div class="image-green-border">[[File:Msg5.png|720px|Msg5.png]]</div>  
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4.&nbsp;'''Click''' the radio button under ''None''&nbsp;to inhibit the user to from accessing particular ''KPI'' feature.
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4.&nbsp;'''Click''' the radio button under None&nbsp;to inhibit the user to from accessing particular KPI feature.
  
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5.&nbsp;'''Click''' ''Next''. The ''Verify'' page appears.
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5.&nbsp;'''Click''' Next. The Verify page appears.
  
 
'''Verify&nbsp;'''
 
'''Verify&nbsp;'''
  
−
'''Verify''' the details filled under each tab on the ''Verify'' tab.
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'''Verify''' the details filled under each tab on the Verify tab.
  
−
1.&nbsp;'''Click''' ''Previous'' to go back to respective tabs.
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1.&nbsp;'''Click''' Previous to go back to respective tabs.
  
−
2.&nbsp;'''Click''' ''Update'' to update(i.e. save the changes) the ''Security Group''.
+
2.&nbsp;'''Click''' Update to update(i.e. save the changes) the Security Group.
  
 
Thus, you can modify the view and edit privileges allocated to a security group from Edit Security Groups.
 
Thus, you can modify the view and edit privileges allocated to a security group from Edit Security Groups.

Revision as of 16:59, 12 December 2021

Managing Security Groups

Search a Security Group 

In ICI, you can search a security group for multiple reasons such as:

  • To know the details of the security groups.
  • To edit security groups.

You use multiple parameters to search the security groups.

Here is the process to search for a security group.

In ICI, you can use various options given below, including the dynamic search feature, to find the desired security group.

1. Click the "Security Groups" on the "Admin page. The Security Groups page opens.

Msg1.png

2.  Search for a specific security group by using any of the following options:

  •  Click the Select Field list under Search For, and then select an appropriate item. Search results relevant to that item are displayed with a number in bracket.
    The number denotes the number of security groups that meet the search criteria.
  • Click the box to select specific item. A list of security groups relevant to the item is displayed.
  • Type relevant keyword in the Custom Keyword box, and click Apply to narrow your search further.

Alternatively, type the keywords in the box provided. A list of relevant security groups is displayed.

Enhancing your search
You can further narrow your search by using any of the following methods:

Field Action
"..." Type the search term in double quotation marks.
It shows existing security groups that include the exact search term.
*...* Type the search term in star characters.
It shows existing security groups that include the exact search term.
*... Prefix * to the search term.
It shows existing security groups that end with this term.
...* Suffix * to the search term.
It shows existing security groups that start with this term.

Viewing the saved search terms
View your saved search terms with the following:

  • In the More Searches box, select your saved search, and click the Add to Favorite to mark the search term as favorite.
  • You can find your marked favorites below the tiles.

Create a Security Group

You can create a group of users and assign specific privileges to the group. You can provide access to various KPIs and reports.
You can also grant view, manage privileges to various entities in ICI.

To create a Security group:

1. Click the "Admin" > "Security Groups"  on the "Home" page. The Security Groups page appears.

2. Click the "Create"  tile. The Create Security Group page appears. Enter the information for the following in the Create Security page.

3. The Create Security page consists of following tabs:

  • Details
  • KPI
  • Report
  • Users
  • Privileges
  • Verify

These tabs are explained here in detail:

Details 

1. Enter the group related information in the Details page.

2. Type the name of the group in the Name box,.

3. Type a description for the group in the Description box.

4. Click Next. The KPI tab appears.

Msg2.png
 
KPI

Provide access to various Key Performance Indicators (KPI) for selected group on the KPI tab.

The KPI column displays a list of various KPI's used in the system:

  • View- Click the radio button to allow the user to view the particular KPI feature.
  • None- Click the radio button to prevent the user to view the particular KPI feature.

Click Next to go to Report page.

Report

On the Report tab, you can provide access to various reports of the Key Performance Indicators (KPI) for selected group.

The Report tab consists of following columns:

  • Reports- Displays a list of various KPI's used in the system.
  • View- Click the radio button to allow the user to view the report of a particular KPI feature.
  • None- Click the radio button to prevent the user to view the report of a particular KPI feature.

Click Next, the Users page appears.

Users

On the Users tab, add users to the group as follows:

  • Click the Add icon, the Add User/ User Group screen pops up.
  • Select a user from the user tiles. You can use scroll arrows to browse through the user tiles.
  • Click Add.
  • Click Next. The Privileges page appears.

Privileges

Use the Privileges tab to provide access to various entities like agreements, clauses, contract types etc. for the selected group.

 

Msg3.png

The Privileges tab consists 4 columns:

  • KPI- Displays a list of various KPI's used in the system.
  • Under Manage, click the radio button to provide complete access to the user for a particular KPI feature.
  • Under View, click the radio button to allow the user to only view a particular KPI feature.
  • Under None, click the radio button to inhibit the user to from accessing particular KPI feature. Click Next. The Verify page appears.

Verify 

Verify the details filled under each of the tab on the Verify tab. Click Previous to go back to respective tabs and click Save to create a Security Group.

The security group is saved.

 

Edit a Security Group 

With ICI, you can create and edit security groups and provide privileges to the group members.

To edit a security group:

1. Click the Security Groups tile on the User Administration page. The Security Groups page appears.

2. Click the Edit  icon to edit a security group. The Security Group Details page appears.

Msg4.png

 

3.  The Security Group page appears. Enter the information for the following tabs in the page.

  • Details
  • KPI
  • Report
  • Users
  • Privileges

Details 

Enter the security group related information in the Details tab.

1. Type the name of the group in the Name box.

2. Type a description for the group In the Description box.

3. Click Next. The KPI tab appears.

KPI tab

On the KPI tab, you can provide access to various Key Performance Indicators (KPIs) for selected users.

The KPI tab columns display a list of various KPIs used in the system.

1. Click the radio button under View ,to allow the user to view a particular KPI.

2. Click the radio button under None, to prevent the user from viewing the particular KPI.

3. Click Next. The Report page appears.

Report 

You can provide access to Key Performance Indicators (KPI) reports for the selected security group from the Report tab.

The Report tab consists of following columns:

1.  Reports- Displays a list of reports.

2. Click the radio button under View to allow the user to view the report of a particular KPI.

3. Click the radio button under None to prevent the user to view the report of a particular KPI.

4. Click Next. The Users page appears.

Users 

On the Users tab, you can add users to the group:

1. Click the Add User icon. The Add User/ Distribution Group window opens.

2. Select a user from the user tiles. You can use scroll arrows to browse through the user tiles.

3. Click Add.

4. Click Next. The Privileges page opens.

Privileges 

Use the Privileges tab to grant access to various entities like agreements, clauses, contract types etc. for the selected security group.

The Privileges tab consists of following columns:

1. Under Entity- Displays a list of entities used in the system.

2. Click the radio button under Manage to provide complete access to the user for a particular KPI feature.

3. Click the radio button under View to allow the user to only view a particular KPI feature.

Msg5.png

4. Click the radio button under None to inhibit the user to from accessing particular KPI feature.

5. Click Next. The Verify page appears.

Verify 

Verify the details filled under each tab on the Verify tab.

1. Click Previous to go back to respective tabs.

2. Click Update to update(i.e. save the changes) the Security Group.

Thus, you can modify the view and edit privileges allocated to a security group from Edit Security Groups.

 

 

Related Topics: Agreement Management | Managing Organization | Managing Users | Managing User Groups | Application Settings | Notification Settings | Currencies | Reasons | Deleting an Agreement | Search Sync | Legacy Upload |

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