Creating security types

Follow these steps to create security subtypes.

About this task

Except for the web UI and server configuration product areas, you can create security subtypes for most product areas.

Procedure

  1. Open the Type Configuration pane by clicking Settings > Type Configuration. Types can also be created on the Role Configuration pane, see Creating roles and assigning permissions.
  2. From the list of product areas, select the area to add a security subtype to.
  3. Click Create Type.
  4. In the Create New Type dialog, enter a name for the type in the Name field.
  5. Click Save.

Results

A security subtype automatically has all the permissions that are defined for its product area. Subtypes for the agent product area, for example, have the view and edit permissions.

What to do next

Assign security subtypes to roles and grant permissions to the roles. Agent subtypes that are assigned to roles, for example, can have view and edit permissions that are granted or withheld.

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