Security

DPS's security lets a system administrator grant or restrict a user's access to applications, forms, records, and options.

Create Roles

As the first step in setting up security, create user roles that reflect your enterprise's business rules. For example, create a marketing role that can only view those portions of DPS that relate to marketing activities.

After you create roles, assign each user or a group of users to a role. Every user must have a role.

Use record level security to limit a user's access to specific records (specific opportunities, employees, and so on). For example, you may limit a marketing person's access to only those opportunities in a particular region of the country.

Create Users

Users are individuals who use DPS. Every user must have a user record in DPS. Create a user from scratch or from an existing Employees hub record, then assign the user to a role.

When a user logs in, the user can perform only those actions to which his or her security role has access.

Assign Passwords

To log into DPS, each user must have a DPS username and password. A system administrator establishes password policies and determines the username and password for each user. A user cannot change his or her username but can change his or her password.

Windows Integrated Security

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 into DPS.

You can use single sign-on functionality if you sign up for and configure Microsoft Azure Active Directory (Azure AD).

Related Topics:

  • Accounting Administrator and CRM Role Types
    When you set up security roles, you identify a role as belonging to one or more of these main categories: Setup, Accounting, Administrator, or CRM.
  • Access Rights to Menu Items
    When you set up security roles, you can assign access rights to specific DPS menu items.
  • Record Level Security
    When you set up security roles, you can control the specific records that a role can access and what they can do with those records. This is called record level security or row level security.
  • Setting Up Users in Security
    Users are individuals who use the DPS product. When you implement security, you must create a user record and username for each individual who will use DPS.
Parent Topic: Concepts