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Configuring form security

Once screens and users have been assigned to security groups, the Form security - configuration screen in nGenue is used to define how users can interact with those screens. Administrators can assign Read or Write permissions to control user actions:

  • Read: Allows users to view the screen only (no create, modify, or delete access).
  • Write: Allows users to view, create, modify, and delete records.

This document outlines the prerequisites, step-by-step procedure to configure form security, and how to manage user permissions effectively within security groups.


Prerequisites

Before working on the Form security - configuration screen, ensure the following prerequisites are met:

  • The nGenue application is installed, and you have valid login credentials.
  • Security Users and Security Groups are configured before assigning permissions.

Procedure to configure form security

Step 1: Navigate to the Form security – configuration screen

  1. Log in to the nGenue application.
  2. Click the Search icon and enter form security – configuration in the search bar.
  3. Double-click Form security – configuration to open the screen.

    form_security

  4. The Form security – configuration screen includes three main sections:

    1. Form permission assignment: Search for existing security group records.
    2. Assigned users: View users assigned to the selected security group.
    3. Assigned permissions: View and configure permissions for available screens.

      form_permission_assignment

Step 2: Configure form security

  1. In the Form security - configuration screen, select a security group from the dropdown list.

    security_group_drop_down

  2. Once selected, the Assigned users section displays users in that security group, and the Assigned permissions section lists available screens in the application.

  3. Select a user and assign Read or Write access as required.
  4. Click the Save permissions icon to save the changes.

    save_permissions

Note

Configuring form security ensures that users only have the necessary access levels to perform their roles effectively, maintaining both security and operational control.


Summary

The Form security - configuration screen enables administrators to effectively manage how users interact with application screens by assigning appropriate permissions. It provides a centralized way to grant either Read or Write access to users within a security group, ensuring consistent and secure access control across the nGenue application. By following this procedure, administrators can maintain a well-structured and secure permission model that aligns with user roles and supports organizational requirements efficiently.