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Security

User and Group Security - Group Security Settings

In User and Group Security, you can create new users, assign users to groups, and set user group security, i.e. what a user may or may not have access to in Nucleus Service.

A user must be created for each employee who is required to log on to Nucleus Service.

Each user is placed in a security group and security rights are set for that group.

Here we will outline how to set those group rights.

Ribbon Access: Configurator > Security > User and Group Security

The User Rights screen will be displayed.

Select User Group

  • Click on the drop-down arrow in the Find Group ribbon frame.

  • A Group Name and Description drop-down list will be displayed.
  • Select the Group Name that you wish to set the Access Level for.
    • In this image, Accounts Administration is selected.

  • The Code and Access Level data grid will be displayed.

Access Types

  • System: This sets the system functionality security (whether the user can perform the function).
  • Menu Access: This access type sets the security for the ability to select the item in the Nucleus Service menu.
  • All Other Access Types: This sets the security for each individual screen, and items within that screen.

Access Levels

  • 1 - Unlimited Access: Access to all parts of the system.
  • 2 - Full Access: Access to all parts of the system.
  • 3 - Limited Access: Read Only.
  • 4 - No Access: Not accessible in Nucleus Service.

Set Access Level

  • Select the Code you wish to set the Access Level for.
    • In this image, Sales Studio is selected.

  • Click on the expand button of the selected row.
  • A drop-down data grid will appear showing the Access Level for each Access Type.
    • This image shows Access Levels for Sales Studio are set at 2 - Full Access.

  • Click on the Access Level field in the selected row.
  • A drop-down menu will appear and you will select the relevant Access Level.
    • In this image, the security access for the entire Sales Studio will be set to 3 - Limited Access.

  • Click on Save.

  • A User Rights message will pop up saying -
    • User Rights updated successfully.
  • Click on OK.

  • Click Refresh to update the saved changes.

  • You will return to the User Rights screen showing the updated Access Level.
    • This image shows Sales Studio Access Level updated from 2 - Full Access to 3 - Limited Access.

Set Access Levels on Sub Codes

  • Click on the drop-down arrow in the Find Group ribbon frame.

  • A Group Name and Description drop-down list will be displayed.
  • Select the Group Name that you wish to set the Access Level for.
    • In this image, Accounts Administration is selected.

  • The Code and Access Level data grid will be displayed.

  • Select the Code you wish to set the Access Level for.
    • In this image, Configurator is selected.

  • Click on the expand button of the selected row.
  • A drop-down data grid will appear showing Level 1.

  • Select the Code you wish to set the Access Level for.
    • In this image, SYST - Accounts is selected.

  • Click on the expand button of the selected row.
  • A drop-down data grid will appear showing Level 2

  • Select the Code you wish to set the Access Level for.
    • In this image, SYST - Chart of Accounts is selected.

  • Click on the expand button of the selected row.
  • A drop-down data grid will appear showing Level 3

  • Click on the Access Level field in the selected row.
  • A drop-down menu will appear and you will select the relevant Access Level.
    • In this image, 4 - No Access is selected.

  • Click on Save.

  • A User Rights message will pop up saying -
    • User Rights updated successfully.
  • Click on OK.

  • Click Refresh to update the saved changes.

  • You will return to the User Rights screen.
    • This image shows the updated Access Level of SYST - Chart of Accounts Maintain from 3 - Limited Access to 4 - No Access.

Important Notes

  • If you are setting up a new group from scratch, it is a good idea to set the 'Company Modules: Site' Access first, otherwise you cannot assign a user to this group you have created, and the user will not be able to log into Nucleus Service.
  • Set the Site (Branch) security dependant on which Sites the user may have access to.

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