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  1. Security for users, codes, locked objects
  2. Groups combine users who share information
  3. Objects can be secured by owners, groups, and roles

Objects can be secured by owners, groups, and roles

Security for specific objects can be applied by owner, group, and role.

See Scenarios for opening objects and attempting actions.

See Creating default security for objects.

  • Security for users, codes, locked objects
    • Passwords control whether a user can log in
    • Groups combine users who share information
      • Roles enable access to Optiva forms
      • Objects can be secured by owners, groups, and roles
      • Optiva combines user security with object security
      • Workflow can override security
      • Original security is used for saved objects
    • Process for defining security
    • Defining user groups
    • Understanding form security for roles
    • Assigning object security to roles
    • Creating users
    • Defining user and role relationships
    • Defining a role for master users
    • Specifying user password security
    • Authentication methods
    • Releasing locked objects
    • Deleting objects