PAD Security
Overview
Use the PAD (Product Access Definition) Security view to define access to software elements including modules, reports, views, and view tabs.
Software Elements
Nodes can contain modules such as Reports module or Setup module, and views. A module can contain sub-modules such as Individual, List, and Summary. A sub-module can contain reports or views.
Access Permissions
All nodes, modules, reports, views, and view tabs have access permissions selectable as menu options. Access permissions include, Blank, No, and Yes. Table below describes each of these permissions.
Note: An access permission of Yes has higher priority than an access permission of No.
Access Inheritance
Access to nodes, modules, sub-modules, reports, views, and view tabs is defined in a logical manner. Synergy SIS must gather settings (based on a view or report) at four access levels from lowest priority to highest priority, then assign access based on access level with highest priority.
For example, if one tab on a view has an access permission of Yes and other tabs for view have access permissions of No, Synergy SIS recognizes tab with permission of Yes and overrides permissions of other tabs. Therefore, all tabs on this view would have access permission of Yes.
Access Levels
Access levels include User, Group, Public, and Global. Table below describes each of four levels to which users may be assigned.
Applying Access Level Security
Access privileges defined at a higher priority level (priority 1 being highest) hold greatest control and override any access settings defined at a lower priority level. Overriding does not only indicate granting a higher access level to node, module, report, view or view tab, it can also restrict access regardless of groups to which user is assigned.
Group Access Level Security
Group access level is unique. A user can be a member in multiple user groups, in which each group can have various degrees of granted or restricted access. When determining the Group level access value, Synergy SIS combines all member group access values giving the user the highest access level.
Report and View Access
Reports and Views may not have a definite access value defined in the access level being examined. The user can define access levels at the parent (node, module or sub-module) level and all of the children (views and reports) within the parent inherit the access level.
Synergy SIS checks the child level, then works up the PAD tree to the parent level until it finds a permission assigned to parent. The software then uses that permission for the child.
Tab Access Group Box
Access to items including menus and buttons on the Action Bar associated with a view and access to items including menus, tabs, and buttons within a view can be defined on the Tab Access group box grid. The access is defined in the Access field of the grid.