What is Cintra iQ security?

Modified on Tue, 10 Dec at 3:10 PM

Within Cintra iQ, you can create individual security definitions, group them together and then attach them to a security profile which in turn can be applied to a user. Each security profile can contain one or more security definitions specific to the user's needs so that they can only have access to certain information within Cintra iQ.

Important

You must have System Administration permission in order to access this functionality.

The Security module within Cintra iQ describes how to set up the following definitions:

File Permission Security
Look up Security
Menu Security
Field Security
Record Security

The Security module also describes how to assign the following:

Multiple Field Access definitions to a profile
Multiple Record Access definitions to a profile
Profile to a user.

Note: You can create a user independently of a profile but they still need to be linked together.

Before you begin

When you are thinking about setting up the security definitions, think about the users and their roles:

What their duties include.
What their duties do not include.
What fields they can access.
What kind of security is required.

Individual Security Definitions

Name	Description
Menu Security	Within this definition, you can restrict access to various menu options. e.g. I can use this to restrict access to the Payroll Tools menu options, so that Sally in HR does not have access. For more information, see What is Menu Security?
Field Security	Within this process, you can create a Field Access definition. A Field Access definition is a list of individual fields that restricts access to the data that is displayed in the fields. e.g. I can use this to blank out another employee's banking details and salary, or make the fields read only, so that no data can be changed. For more information, see What is Field Security?
Record Security	Within this process, you can create a Record Filter definition. A Record Filter definition is a security definition that restricts access to particular records in the Navigator, so that when a user logs in, they only have access to certain records. e.g. I can use this to restrict access to any of my director's employment records so that the records cannot be viewed in the system. For more information, see What is Record Security?
File Permission Security	Within this definition, you can restrict the ability to create new records and/or delete records in the Navigator depending on the desired Folder's permissions set up. e.g. I can use this to restrict records being added to Company Vehicles. For more information, see What is File Permission Security?
Lookup Security	Within this definition, you can restrict access to a Lookup table so that the data within the table cannot be changed. e.g. I can use this to restrict access to the Equal Opportunity data such as nationalities, religion, sexual orientation, marital status, or disabilities so that new values cannot be added on an ad hoc basis. For more information, see What is Lookup Security?

Basic security steps

I need to set up a new user who does not have access to discipline data or medical history, but can see personal details. Therefore, I should perform the following:

Go to Cintra iQ: System Administration> Manage Security
Create the following individual security definitions:

- - File Permission Security
  - Lookup Security
  - Menu Security
  - Field Security
  - Record Security

Create the Main security profile.
This allows you to select which individual security definitions you wish to assign to the Main security profile. For more information, see What are Security Profiles?
Set the User security details.

You can also set the following user details. 1. Set Payroll Access. 2. Set Audit Access. For more information, see How Do I Manage Users?
Assign the Main security profile to the user. For more information, see How Do I Manage Users?