Security permissions

The Self Service Portal uses both form and element security to determine the level of access a security group is granted to a specific page, element, or action. Form and element security work together to determine what is presented to the user.

Form security permissions are set up in the Admin Portal. To access a page in the application, users require the VIEW permission to the corresponding maintenance form. The EDIT permission is required to update information on the page.

This table shows how the Self Service Portal pages and menu options correspond to maintenance forms:

Maintenance form Self Service Portal page
SS_PORTAL General access to Self Service Portal
SS_PORTAL_BILLBOARD_MANAGER
SS_PORTAL_CLINICAL_SCIENCE
SS_PORTAL_CLOCK Clocking pages
SS_PORTAL_CLOCK_REVIEW_CLOCKS Review Clocks page
SS_PORTAL_HOME Home page
SS_PORTAL_MANAGE_SCHEDULE
SS_PORTAL_MENU_APPROVE_TIME_OFF Approve time off menu option
SS_PORTAL_MENU_COWORKER_SCHEDULES Co-Worker menu option
SS_PORTAL_MENU_MANAGE_STAFF_SCHEDULE Staff Schedule menu option
SS_PORTAL_MENU_MY_PROFILE
SS_PORTAL_MENU_MY_SCHEDULE My Schedule menu option
SS_PORTAL_MENU_MY_SCHEDULE_HUB Schedule Hub menu option
SS_PORTAL_MENU_MY_STAFF Manage Staff menu option
SS_PORTAL_MENU_MY_STAFF_DASHBOARD Staff Dashboard menu option
SS_PORTAL_MENU_MY_STAFF_DETAILS Staff Details menu option
SS_PORTAL_MENU_REQUEST_TIME_OFF Request Time Off menu option
SS_PORTAL_MENU_SHIFT_BILLBOARD Shift Billboard menu option
SS_PORTAL_MENU_TIMESHEET Timesheet menu option
SS_PORTAL_MESSAGES Messages page
SS_PORTAL_MOBILITY_AVAILABILITY
SS_PORTAL_MY_FORMS Forms menu option
SS_PORTAL_MY_PROFILE_REDESIGN Profile menu option
SS_PORTAL_MY_STAFF_DETAILS_REDESIGN
SS_PORTAL_PATIENT_ASSIGNMENTS Patient Assignments page
SS_PORTAL_PROXY Proxy page
SS_PORTAL_SCHEDULING
SS_PORTAL_SELF_SCHED Self Scheduling page
SS_PORTAL_STAFF_TIME_OFF_BALANCE
SS_PORTAL_TIME_OFF_BALANCE
SS_PORTAL_TIME_OFF_REQUEST
SS_PORTAL_UNIT_QUESTIONNAIRE
Note: To access a hybrid page, users require VIEW or EDIT permission to both the Self Service Portal and the mobility maintenance forms.

To access an element on a page, users require VIEW or ACT permission depending on the element type. Users require EDIT permission to edit an input field or submit a form. For portal pages, element security permissions are set up in the Self Service Portal application. For hybrid pages, element security permissions are set up in the Admin Portal.