Defining the category security
Prerequisites
- Access to the Configuration > Category (SL005) menu.
- Previously created category.
Introduction
The category security allows defining which users will have access to the controls and it can be defined after the general category configurations.
By default, the category is configured by the system as "Public".
In the example below, see a security example for a category of a company that wishes to ensure only the Business team can edit the information:
Defining the category security
1. Access the Configuration > Supplier > Category (SL005) menu.
2. Select the desired category and click on the 
button.
3. On the screen that will be opened, select the Type security tab and the Restricted option.
4. Then, click on the 
button.
5. 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.
See further details about each access type:
| Team | This option allows members of a team to access the category. |
| Organizational unit | This option allows users from a certain business unit or department of the organization to access the category. |
| Department/Position | This option allows users from a certain department of the organization who hold a certain position to access the category. |
| Position | This option allows users who hold a certain position in the organization to access the category. |
| User | This option allows a specific user to access the category. |
| All | This option allows all users with access to SoftExpert Supplier to access the category. |
6. In the Controls field, determine which control actions the users will be able to take.
See further details on the control options:
| Add | This option allows adding data related to this 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 have permission to edit security data related to the category. |
| List | The users will have permission to view the category of the system hierarchies. |
| View | The users will be allowed to view data related to the category. |
7. Find and select the users defined for the security rules.
8. To finish, click on the 
button.
Conclusion
This article has taught you about the division of the category security screen and how to configure it.
Once all category configurations are finished, it is possible to create a supplier.