Security Groups Overview

Updated 1 year ago by Niall Clifford

Security Groups 

A security group is a group of users, usually belonging to a functional group such as a Finance department, who have access to entries related to their group and have specific security access settings. A user may be a member of more than one security group.

It is important to note that groups have access settings, but they do not have access rights that users do.

Group Name and ID

Every security group has a name and an ID that identify the group. Changing the name has no effect on the group functionality. However, you cannot change the group ID. If you ever need to recreate these security groups, it is imperative that you use the correct security group IDs. (The group name is irrelevant)

Group Access Settings

A security group has Access Settings that affect the level of access its members have within the Address Book. It is important to note that granting an Access Setting to a group does not necessarily mean that all members of the group will have that Access Right. The level of access each individual user has to the Address Book is controlled by the Access Settings of the user account and the Access Settings of any groups the user belongs to.

Group Members

You can add or remove users from the group in the Members tab of the Security Group page.

You can also add or remove a user from any groups on the Groups/Teams tab of the User properties.

Default Security Groups in all New Address Books

Security Group Name

Group ID

Enables group members to...

Accounting

ACCTNG

Restrict accounting transaction notes to members of this group. This security group applies only to previous versions of Maximizer.

Company Announcement Authors

A_CAA

Access the Company Announcements folder in Company Library, where group members can add announcements that appear in the Company Announcements box on the My Work Day page in Maximizer and Maximizer Web Access.

Crystal Reports Users

R_CRU

Generate new reports from the Crystal Reports option in the Reports tab in Maximizer. This security group applies only to previous versions of Maximizer.

Customer Access Admin Users

C_ADM

Access the News Manager section of the Customer Access Administrator.

In Address Books that have been upgraded from a previous version, this group may be called “Customer Portal Administration Users”.

Customer Access Config Users

C_CFG

Access the Configuration Manager section of Customer Access Administrator.

In Address Books that have been upgraded from a previous version, this group may be called “Customer Portal Configuration Users”.

Maximizer Web Access Admin Users

EMPADM

Access the Edit section of the Maximizer Web Access, where the user can update external links.

In Address Books that have been upgraded from a previous version, this group may be called “Employee Portal Administration Users”.

Partner Access Admin Users

P_ADM

Access the News Manager section of the Partner Access Administrator.

In Address Books that have been upgraded from a previous version, this group may be called “Partner Portal Administration Users”.

Partner Access Config Users

P_CFG

Access the Configuration Manager section of Partner Access Administrator.

In Address Books that have been upgraded from a previous version, this group may be called “Partner Portal Configuration Users”.

SSRS Report Management

R_SSRS

Add and edit SQL Server Reporting Services reports in Maximizer Web Access.

You must specify the login credentials for a member of this group when you enable SQL Server Reporting Services.


How did we do?