Overview

The setup of Security Groups allows an administrator to control the ability of users to add and/or modify awards for specific funds.

Adding a Security Group

To add a Security Group, an administrator must select the ‘Security Groups’ option under the Administration menu option in Regent then select the ‘Add Security Group’ button on the ‘Security Group: Setup’ page.

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In the Security Group Details section on the General tab, a user can enter the ‘Name’ and ‘Description’ for the new Security Group. ‘Name’ is required.

Below the Security Group Details section, under the ‘Security Group: Funds’ section, the ‘Select all Funds’ checkbox is selected by default but can be unselected. If ‘Select all funds’ is unselected, specific funds, from all funds configured in Fund Setup, can be selected.

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To add Users to a new Security Group, the new group must first be saved. After saving, the Users tab will be presented. In Edit mode on the Users tab, individual users to can be added to the group. Users within the Security Group will only be able to add or modify awards for funds that have been selected within the Security Group.

Viewing/Editing Security Groups

Under the Administration menu in Regent, select the Security Groups option. To view or edit an existing Security Group, select the group name from the grid on the ‘Security Group: Setup’ page. An ‘Edit’ button is presented on the General and Users tabs.

The Security Group to which a user belongs can also be viewed on the Security Groups tab of the Users page, for each user.