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To manage the security of your business information, users and groups of users can be secured to databases, Inboxes (in the desktop client), Archives, and Searches. Licenses can be allocated as needed between users.

The User & Group Administration interface is where permissions are set for users and groups or users by members of the ssAdmin group. The interface allows you to select single or multiple users and/or groups of users, and to select single or multiple security components to configure.

Use the User & Groups panel to select one or more users and to create new Square 9 Users. Use the Security Components panel in the center to select the objects to which permissions will be granted for the selected users and groups. The selected objects could be individual or multiple Databases, Archives, Searches, or Searchesor Inboxes. Use the Object Permissions panel, on the right, to set the permissions on the objects selected from the Security Components panel for the users and groups selected in the Users & Groups panel. The panels are context-sensitive, varying as selections are made from panels to the left of the panelthe other panels. Finally, use the Confirm Changes button to apply your settings for the select user or users.

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If you are not familiar with the User & Group Administration interface you can take a guided tour. The first time the GlobalSearch User & Group Administration screen is accessed, a tour of the interface automatically launches.

 

  1. To assess access the User & Group Administration interface,fromthe GlobalSearch toolbar, select Administration, and then do one of the following:

    1. Select Users Management.
    2. In the vertical Administration menu, select Users & Security and click Go.
  2. To launch a guided tour of the features, do one of the following:

    1. Launch User & Group Administration in GlobalSearch for the first time and the tour automatically begins.
    2. Click the Information ( I I) icon, which appears on the GlobalSearch toolbar when in User & Group Administration.
  3. Click Next at each screen to continue the tour or click Skip to to skip it.

 

User & Group Administration Help

Each pane in the User & Group Administration screen includes helpful information about that panel. Click the Help ( ? ) icon for the selected panel.

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  • Check Mark – Indicates that all selected users/group have the same permission set on all selected components.
  • Blank – Indicates that all selected users or groups have no permission on any selected components.
  • Dash – Indicates that selected users or groups have differing permissions, with permissions permission settings in conflict, where it impossible to indicate a consistent state. If you click Apply Security for a permission which is an inconsistent state, permission will be removed. Resolve the conflicted settings and then apply security changes again. Reasons for this include:
    • A selected user has different permissions on the multiple selected components.
    • Multiple selected users have different permissions on a selected component.
    • Multiple selected users have different permissions on multiple selected components.

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