Costpoint Online Help

Using the Help Search
Using the Help Search
  • Phrase:Returns all topics that contain the exact phrase in the search criteria. Use quotation marks around the phrase.
    Ex."system administration"
  • And:Returns all topics that contain all the words in the search criteria, in any combination. Insert a plus sign between all words in the search criteria.
    Ex.system + administration
  • Or:Returns all topics with any combination of words in the search criteria. This is the default.
    Ex.system administration
For more information:Searching Online Help

Contents of the Manage Organization Security Profiles Screen

Use the fields and options to configure the Manage Organization Security Profiles screen.

Organization Security Profile

Click to create a new record.

Field Description
Profile ID

Use this field to enter an identification number for this profile. You can assign profile IDs to a module within an organizational security group.

Name

Use this field to enter a descriptive name for this Profile ID.

Apply Org Security

Select this check box to grant this profile full rights to all organizations.

If you clear this check box, you do not need to enter anything into the Assign Organizations to Profile table window.

Rights Application Method

Use this group box to select the rights application method you want to apply to this profile ID.

Field Description
Inclusive

Select this option to display all organizations to which this profile have rights in the Assign Organizations to Profile table window.

Exclusive

Select this option to display all organizations to which this profile do not have rights in the Assign Organizations to Profile table window.

Both

Select this option to display all organizations to which this profile is associated with in the Assign Organizations to Profile table window. This is useful if you want to provide access to most, but not all, branches of a particular organization tree.

Assign Organizations to Profile

Use this table window to assign organization rights to this profile.

Field Description
Organization

Enter, or click to select, an organization ID you want to assign to this organization profile.

Organization Name

This field displays the descriptive name for this Organization. Alternatively, you can click in this field to select the organization you want to assign to this organization profile, instead of the Organization field.

Relation

Use this drop-down list to select whether the organization you are assigning to a profile begins with the value entered in the column or equals that value. This simplifies the rights assignment interface and makes the creation of the profile table easier. The options are as follows:

  • Begins With: Select this option to specify a branch or portion of an organization. For example, if you specified organization 1.1, all organizations with 1.1 as their first characters is selected when the organizational security Lookup process is run. These organizations are also known as 'wild cards' because they are not individually listed, but merely assumed to be included.
  • Equals: Select this option to specify the exact organization ID code.
Rights

Use this drop-down list to assign rights to this organization. The options are as follows:

  • Full: Select this option to grant full rights for this organization. This option is not available if you selected the Exclusive option in the Rights Application Method group box.
  • None: Select this option to grant no rights for this organizations. This option is not available if you selected the Inclusive option in the Rights Application Method group box.