A Security Profile is the top level profile that is assigned to an employee, which contains security profiles from the File Permissions, Lookup, Menu, Field and Record Security Definitions.
By grouping together the various security definitions, you can restrict the records and menus the user sees when they log in to Cintra iQ. Once you have created a profile, you can assign it to a user.
Important:
You must have System Administration permission in order to access this functionality. Go to Cintra iQ: System Administration Manage Security Define Security Profiles
Before you begin...
Before you create a security profile, decide what access the user needs, what that means, and what kind of security they require.
Knowledge
When Sally logs in, I don't want her to use the Absence Analysis menu option. So that would be Menu Access security. I don't want her to enter new absence reasons, so that would be Lookup Access security. And I don't want her to see any medical record data, so that would be Field Access security.
About the Security Profile Definitions window
Within this window, you can pick File Permission, Lookup, Menu, Field and Record definitions to create a main security definition.
About the Create Profile Definitions form
Within this window you have five types of security that you can use to create the main profile definition, that can be assigned to a user.
| Task | Link |
|---|---|
| Title | Enter the Profile Definition's Title. |
| File Permission Security | These profiles are created in File Permission Security Definitions. For more information, see Setting File Permissions. |
| Lookup Security |
These profiles are created in Lookup Definitions. For more information, see Setting Lookup Security.
|
| Menu Security |
These profiles are created in Menu Security Definition. For more information, see Setting Menu Security.
|
| Field Security | These profiles are created in Field Security. For more information, see Setting Field Security. |
| Record Security | These profiles are created in Record Security. For more information, see Setting Record Security. |
| Read Only User |
You can check this check box if you wish to have all the definitions within the security profile as read only.
|
How do I create a security profile?
- Navigate to the Security Profile window.
Go to Cintra iQ: System Administration> Manage Security> Define Security Profiles - Click the New button. The Create Security Profile window appears.
- Enter the profile's Title.
- Select the desired security definition from each category.
- Select the Read Only User check box, if necessary.
- Click the OK button. You are ready to attach the security profile to a user.
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