Security Settings

DPS's Security features make it possible for your system administrator to grant or restrict user access to applications, forms, and records in DPS.

To define each user's rights to DPS, the system administrator first creates user roles that reflect your organization's business rules. For example, a "marketing" role restricts a user's access to the DPS features that relate to marketing. The system administrator then assigns each user to a role.

This "role-based" security approach provides flexibility and ensures that users have access to the specific processes and data that they need. When a user logs on, DPS verifies the person's username and password, and identifies the user's role.

When you save users, passwords, and roles, DPS automatically performs a licensed user check. The number of users that you set up must not exceed the number of licenses that your enterprise holds. For example, if you attempt to set up five CRM users, you must have a minimum of five CRM licenses. When DPS calculates the number of employees set up in DPS, DPS does not count employee records that are marked as "Consultant" or "Terminated" in the Employees hub.

Windows Integrated Security

Information will be provided in a future release.

DPS supports Windows Integrated Security, which allows users to log in one time for both Windows and the DPS application. Integrated Security logs a user into DPS based on the user’s Windows domain network login. If a user is not logged into the company network, the user will be prompted for a network ID and password before he or she can log in to DPS.

Related Topics:

  • Checklist: Setting Up Security
    To set up DPS Security, you complete a series of steps in Settings > Security.
  • Users Settings
    Users are individuals who use the DPS application.
  • Password Policies
    Before creating users, use Password Policies Security to establish the criteria for acceptable DPS passwords. These policies apply when users change their own passwords, which they can do after the initial log in.
  • Roles Security Settings (Desktop)
    Security roles define each user's access rights and determine what actions the user can perform. DPS identifies a user's security role when the user logs in. Each user must be assigned to one role.
  • Logins and Passwords
    If you are new to DPS, you should become familiar with login procedures and know how to change your password.
  • Windows Integrated Security
    DPS includes an option for Windows Integrated Security, which allows users to log in one time for both Windows and the DPS application.
Parent Topic: Settings