Authorization types and permission setup

Data authorizations (Permissions) can be based on Authorization policy, Authorization role, and Assigned rules. You can use these permission types individually or in a combination, to set up the security. The permissions and the related lines are created and maintained for each authorization business process (Project management, Requisition, and Procurement) with these authorization levels:

  • View: The employee can view the data related to the specified business process.
  • Use: The employee can use the data related to the specified business process. For example, the employee can use the project data in Hours Accounting.
  • Modify: The employee can modify the data and execute the related processes.
  • No Permission: The data related to the specified business process is not displayed.

The permissions are version controlled and limited to specific companies. You can assign the permissions to employees or employee groups. You can also copy the permissions of an employee or employee group to multiple employees or employee groups.

Note: Data authorizations can be set up, only for employees currently working with the organization, by default, the authorization can be set to No Access, or View, or Use, or Modify.

This flowchart explains the permissions setup.

You can set up authorizations for a specific company and the data can be used by other companies. For example, companies 301, 302, and 575 can use the setup in company 300.

After the authorizations and permissions are set up, you can activate the permissions for the users in the required company.