Defining the category security
Prerequisites
- Access to the Configuration > Category (CT005) menu.
- Created category.
Introduction
In this topic, we will show how to define the security of a category. To this end, after setting the general configurations of the category and saving them, follow the steps below.
Defining the category security
1. Access the Configuration > Customer > Category (CT005) menu.
2. Select an existing category.
3. Click on the 
button.
4. Access the Category security tab and select the Restricted option.
5. From the button bar, click on the 
button.
6. On the screen that will open, in the Access type field, select the access type of the parties involved in the security of the category.
Options available for the Access type field.
| Team | Members of a registered team. |
| Organizational unit | Users from a certain business unit/department of the organization. |
| Department/Position | Users from a specific department of the organization, who have a specific position. |
| Position | Users who hold a specific position in the organization. |
| User | A specific user. |
| All | All users who have access to the SoftExpert Customer component. |
7. In the Permission profile field, determine which control actions the users will be able to take.
Options available for the Controls field.
| Add | The users will be allowed to add data related to the category. |
| Edit | The users will be allowed to edit data related to the category. |
| Delete | The users will be allowed to delete data related to the category. |
| Security data | The users will be allowed to edit security data related to the category. |
| List | The users will be allowed to view the category of the system hierarchies. |
| View | The users will be allowed to view data related to the category. |
8. Find and select the users defined for the security rules.
9. To finish the configuration, click on the Save and exit button.
Conclusion
With the category security defined, we can create a new customer. Refer to the Creating a customer article and see how to perform this operation.