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This activity allows you to define all the users who can access a specific reimbursement item or group. Before a user accesses any activity where this reimbursement item or group is retrieved, he will require security permission to be set for the reimbursement item or group. The objective of the Set Reimbursement Security activity, therefore, is to ensure that security for the item or group is foolproof, across components and contexts. See the implication of security, for more details.
Prerequisite: You can set a reimbursement item or group permission for a user, from only the list of users whose permission to activities was already set during deployment.
At the outset, you are to choose the item or group. You can also request the system to show you the complete list of users for whom permissions were set, during deployment, for all those activities in which this reimbursement item or group is retrieved. These activities can be across components.
From this list, you can decide on the users for whom permission can be set for the item or group.
Setting User Permission: Setting a reimbursement item or group permission for a user refers to
Providing specific users access to a specific reimbursement group
Providing specific users access to a specific reimbursement item
Revoking specific users’ access to a specific reimbursement group
Revoking specific users’ access to a specific reimbursement item
Providing specific users access to selective items under a reimbursement group
Deleting the user’s record.
For every user to whom you provide access, you are to specify the period for which the access to the reimbursement group or item is effective. Providing access collectively implies adding, editing, viewing, authorizing and unauthorizing.
Note: Although both revoking a user’s access and deleting the user’s record mean the same, deleting is normally carried out when the user is no longer on the company’s records. Revoking a user’s permission serves to create an audit trail.
Item overriding group security: The setting or revoking of a permission for a reimbursement item will override the setting or revoking of permission for a reimbursement group.
Implication: Subsequently, a user will require security to be set for a given reimbursement item or group, to carry out any of the following:
Create or edit the reimbursement item or group details. Example: The user permission for the reimbursement item “Hospitalization” has been set only for Jack Clintwood. When another employee enters the “Map Reimbursement Item to Groups” activity, the reimbursement item “Hospitalization” will not be listed for mapping.
View the reimbursement item or group details
Authorize or unauthorize any activity in which the reimbursement item or group must be retrieved.
Retrieve the reimbursement item or group details from any other Create or Edit activity to which he or she has access. Example: The user Jack Reynolds can access the “Edit Reimbursement Calendar” activity; however, the system will not display reimbursement items in the multiline of the “Edit Reimbursement Calendar” activity, unless his permission is set for each reimbursement item as well
View the reimbursement item or group details from any other activity to which he or she has access. Example: Jack Reynolds can enter the “View Reimbursement Calendar” page because his permission has been set for this activity. However, the multiline will display only the reimbursement items for which Jack Reynolds has permission.
Select any record where he or she specified the reimbursement item or group as the search criteria based upon which the record must be retrieved
Getting familiar with the pages inside
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Set Reimbursement Security |
This task is described in the following section.
Definition of Reimbursement Groups
Definition of Reimbursement Items
Definition of the User Names along with their Roles
What you can do in this activity
Set reimbursement security