Configuring Object Security

Object Security determines who is allowed to view, edit, copy, and delete objects. Locations, organizations, reports, and resources all use the same steps to configure their object security. 

Editing Security for One Group

1. In Series25 Group Administration, select a single group
2. Select the Configure... button. Then, choose one of the following options:
   • Location Security
   • Organization Security
   • Report Security
   • Resource Security
3. Choose an existing search to display objects to edit. You can narrow results by typing in the filter search box

   Tip: Get Info About Objects

   Use the “i” info icon in the Details column to view more information about locations, resources, and organizations.

4. Select any number of objects
5. Click the Actions menu > Edit Object Security
6. Select one of the options from the dropdown menu:
   • Not Visible
   • View Only
   • Edit
   • Edit, Delete, Copy
     For more information about these options, see Object Security.
7. Save your changes
   Animation: Selecting locations and opening the object security editing window.

Setting Security for Multiple Groups

1. In Series25 Group Administration, select two or more groups you'd like to configure
   Image: Selecting groups to edit and selecting the Configure... menu.
2. Select the Configure... button. Then, choose one of the following options:
   • Location Security
   • Organization Security
   • Report Security
   • Resource Security
3. From the drop-down menu, select a search or use a keyword to display a list of objects to edit
4. Under Choose Security Type to View, select Object Security
5. A list of search results will appear with a column for each security group's current settings.
   • Use any of the filter options to narrow the search results:
   • Select a different search or security option at any time
   • Type an object's name into the search box
   • Click Show Differences to only see objects where at least one security group has different settings than the others
     • Note: not available when searches include more than 1000 results
6. Select any number of objects you wish to change and click Edit Selected Locations/Resources.
7. Edit Details
   • Security groups are listed down the left-hand side. The objects you are editing are displayed at the top. Use the Return to Configure Security... button to go back to the previous selection without saving.
   • You can select a different security level for each group. 
8. Save your changes
   Animation: Selecting multiple security groups, choosing locations to edit, and opening the object security editing screen.