Security Permissions

This document will discuss setting up permissions to enable and restrict access to various functions and areas of Databridge. 

To access the security permissions choose the Security module and then choose Permissions. 

There are several options in this screen you can configure to match your security policies. 

The two dropdowns above the list of Security Groups allow you to choose the Site you wish to configure and the Users. By default, the Users dropdown shows All Users, and will show all Security Groups related to the Site.

Tip
Selecting a specific user from the dropdown will then populate the Security Group list with groups that the chosen User is a member of.

The list of Security Groups shows the name of the groups along with the associated Master Group if configured. See later for more details about Master Groups.

Tip
Choosing Permission Descriptions from the Options dropdown will list all available permissions and describe what each permission does.

Editing Existing Groups

Against each group there are 3 icons. Click the bin icon to delete the group. Clicking the pen icon enables you to edit the group name and the notepad icon enables editing of the group setup. 

Once you have selected a group for editing you can add/remove users and specify permissions for this group. 

To remove a User from the group, click the bin icon. You will get the option to remove the user from all groups which can be done by clicking Remove From Groups. 

To add users to the group click Add New User. In the resulting pop up you can select one or more users or click Select All to select them all, then click Add to add to the Users list. 

You can adjust the permissions for the selected group. There are many permissions you can make use of. The full list of available Permissions along with a brief explanation of each can be found by clicking the Option drop-down and selecting Permission Descriptions. 

For the list permissions configured in the Security Group there are two options. You can show a list of users with that permission by clicking the eye icon. Clicking the bin icon against the permission will remove that permission from the group. 

To add a single permission to the group click Add New Permission and selecting the required permission from the dropdown. To add more than one permission at the same time click Add Multiple Permissions clicking the plus sign to add to the permission list. Click Add when finished in each case.

Adding a new Security Group

To add a new Security Group from scratch, click Options and select Add New Group from the dropdown. 

You may want to create a new Security Group that is broadly like an existing one, for example the same but with a few permissions differences. You can do this by first selecting a Security Group and then from the Options dropdown select Copy Group.

Warning
The Copy Group function will copy permissions only, not users.

Give the new group a suitable name and Save. You can then go on and add Users and adjust Permissions accordingly. 

To add users to the group click Add New User, in the resulting pop up you can select one or more users or click Select All to select them all. 

Click Add to add the selected users to the users list. 

You can adjust the permission for the selected group. There are many permissions you can make use of. 

The full list of available Permissions along with a brief explanation of each can be found by clicking the Option drop-down and selecting Permission Descriptions. 

To add a single permission to the group click Add New Permission and selecting the required permission from the dropdown. To add more than one permission at the same time click Add Multiple Permissions clicking the plus sign to add to the permission list. Click Add when finished in each case.

Printing Security Group Details

There a several outputs you can generate relating to Security Groups. The different report types are shown in the below table. 

Click Options and choose one of the following options for the output.

Master Groups

Using a Master Group is a way of synchronising Security Groups across multiple sites. Master Groups make it easier to manage Security Groups that have the same the functionality in each site. 

When you make a change to a Security Group in a master group collection, you will be asked if you want to synchronise this group to the other groups in the Master Group collection. 

Under Options there are 4 choices relating to Master Groups.