Managing Security Groups[edit]


= Managing Security Groups =

== Search a Security Group&nbsp; ==

In ICM, 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 ICM, you can use various options given below, including the dynamic search feature, to find the desired security group.<br/> Option 1:

1.&nbsp;'''Click''' the ''Security Group'''''&nbsp;'''on the ''User Administration'' page. The ''Security Groups'' page opens.
<div class="image-green-border">[[File:Admin tiles.jpeg|RTENOTITLE]]</div> 
2.&nbsp; Search for a specific security group by using any of the following options:

*&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. 
*'''Type''' relevant keyword in the ''Custom Keyword'' box, and '''click''' ''Apply&nbsp;''to narrow your search further. 

Option 2:<br/> 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:

{|
|-
! '''Field'''
! '''Action'''
|-
| "..."
| '''Type''' the search term in double quotation marks.<br/> It shows existing security groups that include the exact search term.
|-
| *...*
| '''Type''' the search term in star characters.<br/> It shows existing security groups that include the exact search term.
|-
| *...
| Prefix * to the search term.<br/> It shows existing security groups that end with this term.
|-
| ...*
| Suffix * to the search term.<br/> It shows existing security groups that start with this term.
|}

'''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''' [[File:Fav.jpeg|RTENOTITLE]] 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.<br/> You can also grant view, manage privileges to various entities in ICM.

To create a Security group:

1. '''Click''' the ''Security Groups'' tile on the ''User Administration'' 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.

3. The ''Create Security'' page consists of following tabs:

*Details 
*KPI 
*Report 
*Users 
*Privileges 
*Verify 

These tabs are explained here in detail:

'''Details&nbsp;'''

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

:
:*'''Type''' the name of the group in the ''Name'' box,.   

:
:*'''Type''' a description for the group in the ''Description'' box.   

:
:*'''Click''' ''Next''. The ''KPI'' tab appears.   

'''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''' [[File:Add icon.jpeg|RTENOTITLE]]&nbsp;icon, the Add User/ User Group screen pops up.   

:
:*'''Select''' a user from the user tiles. You can use scroll arrows [[File:400.jpeg|RTENOTITLE]] 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.

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&nbsp;'''

'''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&nbsp; ==

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

To edit a security group:

1.&nbsp;'''Click''' the ''Security Groups'' tile on the ''User Administration'' page. The ''Security Groups'' page appears.
<div class="image-green-border">[[File:Admin tiles.jpeg|RTENOTITLE]]</div> 
2.&nbsp;'''Click&nbsp;[[File:Eyeball.png|RTENOTITLE]]''' to edit a security group. The ''Security Group Details'' page appears.
<div class="image-green-border">[[File:Cs group.jpeg|RTENOTITLE]]</div> 
3.&nbsp; The ''Security Group'' page appears. Enter the information for the following tabs in the page.

*Details 

*KPI 

*Report 

*Users 

*Privileges<br/> &nbsp; 

'''Details&nbsp;'''

Enter the security group related information in the ''Details'' tab.

#'''Type''' the name of the group in the ''Name'' box. 
#'''Type''' a description for the group In the ''Description'' box. 
#'''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.&nbsp;'''Click''' the radio button under ''View'''''&nbsp;''',to allow the user to view a particular KPI.

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

3.&nbsp;'''Click''' ''Next''. The ''Report'' page appears.

'''Report&nbsp;'''

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:

1.&nbsp; Reports- Displays a list of reports.

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''.

4.&nbsp;'''Click''' ''Next''. The ''Users'' page appears.

'''Users&nbsp;'''

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

1.&nbsp;'''Click''' [[File:Add icon.jpeg|RTENOTITLE]]. The ''Add User/ Distribution Group'' box appears.

2.&nbsp;'''Select''' a user from the user tiles. You can use scroll arrows [[File:400.jpeg|RTENOTITLE]] to browse through the user tiles.

3.&nbsp;'''Click''' ''Add''.

4.&nbsp;'''Click''' ''Next''. The ''Privileges'' page appears.

'''Privileges&nbsp;'''

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:

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

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.

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

5.&nbsp;'''Click''' ''Next''. The ''Verify'' page appears.

'''Verify&nbsp;'''

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

1.&nbsp;'''Click''' ''Previous'' to go back to respective tabs.

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.

'''Related Topics:&nbsp;'''[[User_Administration|User Administration]]<link-page pageafter="Create_a_Security_Group | Create a Security Group"></link-page>