Creating Security Classes

A security class is a group of rules that provides access to a specific task. For example, you might create a security class called, Pay Vendor Invoices. This class would give access to the data source, forms, reports, drill fields, and so on, that a user needs to successfully perform this task. (This security class would, in turn, be assigned to all roles that needed to be able to pay vendor invoices, for example, AP Clerk and AP Manager.)

When to do it

Typically, you create security classes before you create rules.

How to do it

From the Security Administrator:

  • Define a class by giving it a name and description.