Connect Security Overview

Overview

Connect combines robust security and flexibility to help meet your organization's needs. The controls and systems that are built into Connect will help you customize access to Connect at the application, group, department, and user level.

Application-level security

Connect application-level security is controlled on two levels. You'll receive an application license to access the Connect applications that you have purchased. And then, the application administrator can control which groups and users can access your Connect applications.

Which licenses has my organization purchased?

How do I purchase additional licenses?

Group-level security

Connect group-level security assigns the group security settings to each user who is assigned to the group. Group security can include users from different departments.

How do I set up groups?

How do I assign users to a group?

Department-level security

Connect department-level security limits which records or values a user can see or work with . A user will only be able to access records and values that pertain to the assigned department. On a side note, user and group-level security control which areas of the application a user can access while department-level security controls which records a user can access.

How do I assign users to a department?

User-level security

You can assign a user to a group and then assign individual rights to a user that differ from the group rights. Since the user-level security is the lowest level of security, security access is always determined by the user-level security first and then by the group-level security.

How do I set up a user account?

Updated 05Jul2018