Security Groups

Security Groups are designed so that managers can set Temenos Lifecycle Management Suite access for an entire group. Rather than going through the process of assigning individual user permissions and access to features for every employee, administrators can assign permissions to Security Groups to provide access to all Lifecycle Management Suite features that can be set at the individual user level.

Security Groups can be created and managed from System Management > Groups > Security Groups.

The Security Groups page displays the following columns of information about each Security Group:

Column Name	Description
Name	The name of the Security Group.
Description	The description of the Security Group.
Last Modified	Denotes when the last modification to the Security Group was made.
Modified By	Denotes who made the last modification to the Security Group.

Security Group Attributes

All security groups have common attributes that are defined while creating, copying, or editing a security group.

General

The General attributes include the basic information about the security group.

The following General security group attributes are defined in the General tab:

Attribute	Description
Name	Provide a name for the Security Group. This is a required field.
Description	Provide details about the Security Group.

Permissions

Use the Permission attribute, located in the Permissions tab, to manage the new Security Group’s access to several features throughout the Lifecycle Management Suite. This tab contains 2 columns: Function and Permission. Click under the Permission column in the corresponding row of the screen and a drop-down appears. Change the value in this drop-down to assign the security group access to the function. The following permission options are available within the permission drop-down:

None: The selected the user does not have permission to view or execute the feature.
Change: The selected the user has full access to the feature. User can view and edit.
View: The user has the ability to view the function but does not have the ability to change or execute it.

If an individual user permission is set to “None” but the user is a part of a Security Group that has “Change” permission to the same feature, the system defaults to “Change.” The higher permission between the user and group level is systematically set.

Below is a list of the permissions that can be customized by the administrator and their description:

Show Permissions

Below is a list of all the permissions that can be customized by the administrator and their description.

Areas
Name of Permission	Description
Edit All Comments: Allows a user to edit all comments made by other users within the Workflow History screen.	None = Users are not able to edit other user’s comments in Workflow History Screens. Change = Allows users to edit any other user’s comments in Workflow History screens.
Edit Own Comments: Allows a user to edit only comments made by the same user within the Workflow History screen.	None = Users are not able to edit their own comments in Workflow History screens. Change = Allows users to edit their own comments in Workflow History screens.

Desktop
Name of Permission	Description
Create Account: Allows users to create a person account from the Ribbon Bar.	None = Users are not able to access the create accounts drop down option or create accounts from the Ribbon Bar. Change = Allows users to create accounts from the Create Accounts dropdown in the Ribbon Bar.
Create Person: Allows a user to create a person from the Ribbon Bar.	None = Users are not able to see the "Create Person" menu option. Change = Allows users to create persons using the Create drop-down in the Ribbon Bar.
Dashboards: Allows a user to view and change Dashboards from the Ribbon Bar. Dashboards are groups of different Web Parts in the system. Web Parts are predefined information boxes that display information about queues, user performance and applications. Views and reports can also be added to dashboards.	None = Users have limited to no access to the Dashboards page in the Ribbon Bar, depending on their assigned dashboards. If no dashboards are assigned to the user or security group, the Dashboards icon is not displayed in the Ribbon Bar. If the user or security group is assigned one or more dashboards, the Dashboards icon appears in the Ribbon Bar, but the Dashboards page opens in view mode. View = Allows users to view the Dashboards list in the Dashboards page, but not run dashboards. Change = Allows users to view the list of dashboards, and run dashboards from the Dashboards page .
Reports: Allows a user to view and create an unlimited amount of reports from the Ribbon Bar. Reports can be run on-demand by anyone who has permission to run the report or can be scheduled to run at certain times.	None = Users have limited to no access to the Reports page in the Ribbon Bar, depending on their assigned reports. If no reports are assigned to the user or security group, the Reports icon is not displayed in the Ribbon Bar. If the user or security group is assigned one or more reports, the Reports icon appears in the Ribbon Bar, but the Reports page opens in view mode. View = Allows users to view the Reports list in the Reports page, but not run, see history or design any reports. Change = Allows users to view the list of reports, run reports, see history, and design reports from the Reports page.
Run Non-Person Workflow: Allows a user to view and run non-person workflows within the Ribbon Bar.	None = Users do not have access to the Non-Person workflow option in the Ribbon Bar. Change = Allows users to run non-person workflows from the Create drop-down in the Ribbon Bar.
View Full TIN in Search Results: Allows the full TIN to show when searching an account, not just the last four digits.	None = Allows users to only view the last 4 digits of a TIN when using the search function. View = Allows users to view the entire TIN when using the Search function.
View System Exceptions: Allows a user to view the all of the error exception details and the error description in the Event Log.	None = Users are unable to access the error exception details and error description in the Event Log. View = Users are able to access the error exception details and error description in the Event Log.
Views: Allows a user to view and change Views from the Ribbon Bar. Views are interactive reports that can be run any time by anyone who has permissions to run the view.	None = Users have limited to no access to the Views page in the Ribbon Bar, depending on their assigned views. If no views are assigned to the user or security group, the Views icon is not displayed in the Ribbon Bar. If the user or security group is assigned one or more views, the Views icon appears in the Ribbon Bar, but the Views page opens in view mode. View = Allows users to view the Views list in the Views page, but not run views. Change = Allows users to view the list of views, and run views from the Views page.

Service
Name of Permission	Description
End Exclusive Rule Authoring Session: Allows a user to end an exclusive Rule Authoring session in Sytem Management > Sercice > Rules Management.	None = User is not able to end the exclusive rule authoring session of another user in Rules Management. The End Session button is disabled within the Rule Sessions tab. Change = User is able to end the exclusive rule authoring session of another user in Rules Management. The End Session button is enabled within the Rule Sessions tab.
Event Processing: Allows a user to create and maintain event and action pairings.	None = Event Processing screen within System Management is not available to user. View = Event Processing screen within System Management can be viewed but not edited by user. Change = Event Processing screen within System Management screen can be viewed and edited by user.
Rules Management: Allows a user to access the Rules Management application. The Rules Management application allows users with proper permissions to view and create rules to apply in various contexts throughout the Lifecycle Management Suite.	None = Users do not have access to the Rule Management page in System Management > Service, and do not have the ability to view/open the rules manager in various other areas that utilize the rules integration. Change = Allows users access to the Rules Management application throughout the Lifecycle Management Suite.
Service Queues: Allows a user to view and change service queues in System Management. Service Queues allow administrators to queue and assign tasks to users with security access.	None = Users can not view or access the Service Queues page in System Management > Service > Service Queues. View = Allows users to view but not make any changes to the Service Queues page in System Management > Service > Service Queues. Change = Allows users to view and make changes within the Service Queue page in System Management > Service > Service Queues.
Service Ticket Types: Allows a user to view and create service tickets in System Management. Once created, service tickets can be utilized in System Management.	None = Users can not create or access the Service Tickets in System Management. View = Allows users to view but not make any changes to the Service Tickets in System Management. Change = Allows users to view, create and make changes to Service Tickets in System Management.

Modules

Name of Permission

Description

COLLECTION:

Allows a user to view and change settings within the Collection page in System Management. Any changes made within the Collection page apply to all of the Collection module in the Lifecycle Management Suite.

None = Users cannot view or access collection settings in System Management > Modules > Collection.

View = Allows users to view collection settings, but not make any changes to the settings in System Management > Modules > Collection.

Change = Allows users to view and make changes to collection settings in System Management > Modules > Collection.

System Management

Name of Permission

Description

Account Assignments:

Allows a user to manually assign or unassign accounts to a Collection Queue.

None = Users can not view or access the Account Assignments page in System Management.

View = Allows users to view but not make any changes to the Account Assignments page in System Management.

Change = Allows users to view and make changes within the Account Assignments page in System Management.

Account Types:

Allows a user to view and change Account Types for collections. These Account Types can be mapped to various accounts within the Lifecycle Management Suite.

None = Users can not view or access the Account Types page in System Management.

View = Allows users to view but not make any changes to the Account Types page in System Management.

Change = Allows users to view and make changes within the Account Types page in System Management.

Administrative Settings:

Allows a user to view and change administrative settings within the Lifecycle Management Suite. Administrative Settings can be accessed in System Management and include settings such as look and feel, security and institutional information.

None = Users can not view or access the Administrative Settings page in System Management.

View = Allows users to view but not make any changes to the Administrative Settings page in System Management.

Change = Allows users to view and make changes within the Administrative Settings page in System Management.

Alerts:

Allows a user to view and edit system-wide alerts that appear each time a user logs into the system.

None = Users can not view or access the Alerts page in System Management.

View = Allows users to view but not make any changes to the Alerts page in System Management.

Change = Allows users to view and make changes within the Alerts page in System Management.

Archive Data:

Allows a user to archive data, such as accounts, within the Lifecycle Management Suite. Archiving data cannot be undone. Therefore, users should be cautious with using this functionality.

None = Users can not view or access the Archive Data page in System Management.

Change = Users can view and access the Archive Data page, as well as perform the Archive function.

Areas:

Allows a user to access and change Lifecycle Management Suite Areas from System Management. Areas allow users to configure the look and feel and functionality of a workspace.

None = Users can not view or access the Areas page in System Management.

View = Allows users to view but not make any changes to the Areas page in System Management.

Change = Allows users to view and make changes within the Areas page in System Management.

Automated Workflow:

Allows a user to view and create automated workflows within the Lifecycle Management Suite.

None = Users can not view or access the Automated Workflow page in System Management > Workflow > Automated Workflow.

View = Allows users to view but not make any changes or execute Automated Workflows within the Automated Workflow page in System Management > Workflow > Automated Workflow.

Change = Allows users to view and make changes within the Areas page in System Management.

Batch Case Processing:

Allows a user to view and perform Batch Case Processing within the Lifecycle Management Suite.

None = Users can not view, access, or perform the Batch Case Processing function within System Management > Batch Case Processing.

Change = Allows users to view, access, and perform the Batch Case processing function within System Management > Batch Case Processing.

Batch Letter Printing:

Allows a user to view and perform Batch Letter Printing for a previously created batch.

None = Users can not view, access, or perform the Batch Letter Printing function within System Management > Communication > Batch Letter Printing.

Change = Allows users to view, access, and perform the Batch Letter Printing function within System Management > Communication > Batch Letter Printing.

Batch Workflow:

Allows a user to create and execute batch workflows within the Lifecycle Management Suite. Batch Workflow allows administrators to apply a single workflow to multiple accounts at one time based on the Account Identifier, rather than retrieving each account separately and manually applying the workflow multiple times.

None = Users can not view, access, or perform the Batch Workflow function within System Management > Workflow > Batch Workflow.

View = Allows user to view and access the Batch Workflow page but not execute a Batch Workflow in System Management > Workflow > Batch Workflow.

Change = Allows users to view, access, and execute Batch Workflows within System Management > Workflow > Batch Workflow.

Branches:

Allows a user to create and maintain branches in the Lifecycle Management Suite.

None = Users cannot view or access the Branches page in System Management.

View = Allows users to view but not make any changes to the Branches page in System Management.

Change = Allows users to view and make changes within the Branches page in System Management.

Categories:

Categories are no longer used in v14.

None = Users can not view or access the Categories page in System Management.

View = Allows users to view but not make any changes to the Categories page in System Management.

Change = Allows users to view and make changes within the Categories page in System Management.

Companies and Contacts:

Allows a user to view, edit and change companies and contacts within the Address Book. These companies and contacts can be accessed throughout the Lifecycle Management Suite.

None = Users can not view or access the Companies and Contacts pages in System Management > Address Book.

View = Allows users to view but not make any changes to the Companies and Contacts pages in System Management > Address Book.

Change = Allows users to view and make changes within the Companies and Contacts pages in System Management > Address Book.

Configuration Export:

Allows a user to view, edit and change Configuration Manager Exports.

None = Users can not view or access the Export Configurations page in System Management > Configurations.

Change = Allows users to view and make changes within the Export Configurations page in System Management > Configurations.

Configuration Import:

Allows a user to view, edit and change Configuration Manager Imports.

None = Users can not view or access the Import Configurations page in System Management > Configurations.

Change = Allows users to view and make changes within the Import Configurations page in System Management > Configurations.

Connectors:

Allows a user to access connectors that the institution utilizes within System Management.

None = Users do not have access to the Connectors folder in System Management.

View = Allows users to access the connector pages but not save any changes within the page.

Change = Allows users to have access to all Connectors in the Connectors folder in System Management.

Cost Centers (Recovery Module):

Allows a user to view and change costs centers within the system. Cost Centers provide a way to break expenses down by department to use the information for reporting. When creating an Expense or Other Cost/Fee transaction on a charged off account, a cost center can be selected to associate with the transaction.

None = Users can not view or access the Cost Centers page in System Management.

View = Allows users to view but not make any changes to the Cost Centers page in System Management.

Change = Allows users to view and make changes within the Cost Centers page in System Management.

Custom Field Management:

Allows a user to create custom fields that are used to extend the Lifecycle Management Suite database. Custom fields can be used throughout the entire system.

None = Users can not view or access the Custom Fields page in System Management.

View = Allows users to view but not make any changes to the Custom Fields page in System Management.

Change = Allows users to view and make changes within the Custom Fields page in System Management.

Data Purging

Allows a user to view and change the data purge settings for Lifecycle Management Suite database tables.

None = Users can not view or access the Data Purging page in System Management > Data Purging.

View = Allows users to view, but not make any changes to the Data Purging page in System Management > Data Purging.

Change = Allows users to view and make changes within the Data Purging page in System Management > Data Purging.

Dialer Return Codes:

Allows a user to view and change dialers used when the system performs actions based off the code. When an institution is using a dialer, the dialer returns a code to the system after each call.

None = Users can not view or access the Dialer Return Codes page in System Management > Dialers > Dialer Return codes.

View = Allows users to view but not make any changes to the Dialer Return Codes page in System Management > Dialers > Dialer Return Codes.

Change = Allows users to view and make changes within the Dialer Return Codes page in System Management > Dialers > Dialer Return Codes.

Emails:

Allows a user to view and create email templates to be used while working a case.

None = Users can not view or access the Emails page in System Management > Communication > Emails.

View = Allows users to view but not make any changes to the Emails page in System Management > Communication > Emails.

Change = Allows users to view and make changes within the Emails page in System Management > Communication > Emails.

Exports:

Allows a user to view and change export settings within System Management.

None = Users cannot view or access the Exports page in System Management.

View = Allows users to view but not make any changes to the Exports page in System Management.

Change = Allows users to view and make changes within the Exports page in System Management.

Field Configurations:

Allows a user to view and change field configurations within the Lifecycle Management Suite . Changes made in field configurations apply throughout the entire system.

None = Users cannot view or access the Field Configurations page in System Management..

View = Allows users to view but not make any changes to the Field Configurations page in System Management.

Change = Allows users to view and make changes within the Field Configurations page in System Management.

Field List Configurations:

Allows a user to map values from the BANKRUPTCY_PARTY_TYPE and PARTY_TYPE lookups to up to 10 flattened Bankruptcy Party or Legal Party fields, in order to populate the data in letters, views, and/or reports.

None = Users cannot view or access the Field List Configurations page in System Management..

View = Allows users to view the Field List Configurations page in System Management, but not make any changes.

Change = Allows users to view and make changes within the Field List Configurations page in System Management.

Genesys:

Allows a user to access the Genesys application, if available for the institution. Genesys provides dialer services.

None = Users can not access the Genesys page.

Change = Allows users to have access to the Genesys application.

GL Accounts (Recovery Module):

Allows a user to view and change GL Accounts when using the Recovery Module. GL Accounts are used when defining the posting rules on a transaction code to determine how a new transaction is allocated on a recovery account.

None = Users can not view or access the GL Accounts page in System Management.

View = Allows users to view but not make any changes to the GL Accounts page in System Management.

Change = Allows users to view and make changes within the GL Accounts page in System Management.

Hyperlinks:

Allows a user to view and change Hyperlinks in System Management. Hyperlinks can be used when working a case.

None = Users can not view or access the Hyperlinks page in System Management.

View = Allows users to view but not make any changes to the Hyperlinks page in System Management.

Change = Allows users to view and make changes within the Hyperlinks page in System Management.

Interest Rates:

Allows a user to view and change Interest Rates in System Management. Interest Rates are used to determine variable rates on charged off accounts. Charged-off accounts are available in the system, but this feature only ties to those accounts if the Recovery module is active.

None = Users can not view or access the Interest Rates page in System Management.

View = Allows users to view but not make any changes to the Interest Rates page in System Management.

Change = Allows users to view and make changes within the Interest Rates page in System Management.

Letter Barcode Activation:

Allows a user to activate the letter barcode process and define the location where scanned files are to be placed for the institution.

None = Users can not view or access the Letter Barcode Activation page in System Management > Communication > Letter Barcode Activation.

View = Allows users to view, but not make any changes to the Letter Barcode Activation page in System.

Change = Allows users to view and make changes within the Letter Barcode Activation page in System Management.

Letter Barcode Scanning Exceptions:

Allows a user to view exception documents, as well as manually attach the documents to the applicable account.

None = Users can not view or access the Letter Barcode Scanning Exceptions page in System Management > Communication > Letter Barcode Scanning Exceptions.

View = Allows users to view, but not make any changes to the Letter Barcode Scanning Exceptions page in System.

Change = Allows users to view and make changes within the Letter Barcode Scanning Exceptions page in System Management.

Letters and Forms:

Allows a user to create letters and other forms to be used when working a case within the system.

None = Users can not view or access the Letters and Forms page in System Management > Communication > Letters and Forms.

View = Allows users to view but not make any changes to the Letters and Forms page in System Management > Communication > Letters and Forms.

Change = Allows users to view and make changes within the Letters and Forms page in System Management > Communication > Letters and Forms.

Merge Accounts:

Allows a user to merge two accounts together. This action cannot be undone, therefore, caution should be taken when using the merge function.

None = Users can not view or access the Merge Accounts page in System Management.

Change = Users can view and access the Merge Accounts page, as well as perform the Merge function.

Payment Types:

Allows a user to manage the values that appear within the Payment Method drop-down in the Promise to Pay Workflow Step.

None = Users can not view or access the Payment Types page in System Management > Payment Types.

View = Allows users to view but not make any changes to the Payment Types page in System Management > Payment Types.

Change = Allows users to view and make changes within the Payment Types page in System Management > Payment Types.

Performance Groups:

Allows a user to view and change performance groups in System Management. The Performance Groups page allows administrators to group users together who have similar capabilities. Data regarding their calls, contacts and promises are calculated and tracked on an individual user basis and as a whole Performance Group.

None = Users can not view or access the Performance Groups page in System Management > Groups > Performance Groups.

View = Allows users to view but not make any changes to the Performance Groups page in System Management > Groups > Performance Groups.

Change = Allows users to view and make changes within the Performance Groups page in System Management > Groups > Performance Groups.

Role Types:

Allows a user to view and change Role Types in System Management.

None = Users can not view or access the Role Types page in System Management.

View = Allows users to view but not make any changes to the Role Types page in System Management.

Change = Allows users to view and make changes within the Role Types page in System Management.

Screens:

Allows a user to view and change screens in System Management. There are three categories of screens within the Lifecycle Management Suite: System-Defined, Custom and User-Defined. System-Defined screens are pre-built by Temenos to provide out-of-the-box functionality and do not require (or allow) any configuration. Custom screens are coded by the customer or by Temenos on behalf of the customer and installed on the customer’s site. A User-Defined screen is created by the customer within Screens.

None = Users can not view or access the Screens page in System Management.

View = Allows users to view but not make any changes to the Screens page in System Management.

Change = Allows users to view and make changes within the Screens page in System Management.

Security Groups:

Allows a user to view and change Security Groups in System Management. Security Groups are designed so that managers can set Temenos Lifecycle Management Suite access for a group rather than every individual user.

None = Users can not view or access the Security Groups page in System Management > Groups > Security Groups.

View = Allows users to view but not make any changes to the Security Groups page in System Management > Groups > Security Groups.

Change = Allows users to view and make changes within the Security Groups page in System Management > Groups > Security Groups.

Share Types:

Allows a user to view and create various share types in System Management.

None = Users can not view or access the Share Types page in System Management.

View = Allows users to view but not make any changes to the Share Types page in System Management.

Change = Allows users to view and make changes within the Share Types page in System Management.

Third Party Duplicates:

Allows a user to merge and export Third Party Duplicates in System Management. The Third Party Duplicates page displays any accounts imported from a third party that match multiple accounts with the same Third Party ID.

None = Users can not view or access the Third Party Duplicates page in System Management

View = Allows users to view but not make any changes to the Third Party Duplicates page in System Management.

Change = Allows users to view and make changes within the Third Party Duplicates page in System Management.

Third Party Exceptions:

Allows a user to review and resolve third party exceptions so that all third party accounts can be imported into the system. Typical third party accounts include PSCU, FICS, Certegy,and more.

None = Users can not view or access the Third Party Exceptions page in System Management.

View = Allows users to view and perform functions within the Third Party Duplicates page in System Management.

Third Party Field Audit:

Allows a user to track account-level changes submitted by third party companies.

None = Users can not view or access the Third Party Field Audit page in System Management.

View = Allows users to view but not make any changes to the Third Party Field Audit page in System Management.

Change = Allows users to view and make changes within the Third Party Field Audit page in System Management.

Third Party Internal Transfer Request:

Allows a user to view and edit third party transfer requests.

None = Users can not view or access the Third Party Transfer Request page in System Management.

View = Allows users to view but not make any changes to the Third Party Transfer Request page in System Management.

Change = Allows users to view and make changes within the Third Party Transfer Request page in System Management.

Transaction Codes (Recovery Module):

Allows a user to track payments, adjustments, and expenses on charged off accounts. Multiple transaction codes can be configured to apply funds differently to an account.

None = Users can not view or access the Transaction Codes page in System Management.

View = Allows users to view but not make any changes to the Transaction Codes page in System Management.

Change = Allows users to view and make changes within the Transaction Codes page in System Management.

Users:

Allows a user to view and change existing users within the system, as well as create new users.

None = Users can not view or access the Users page in System Management.

View = Allows users to view but not make any changes to the Users page in System Management.

Change = Allows users to view and make changes within the Users page in System Management.

Workday Schedules:

Allows a user to define the expected duration when working an account, due dates, holidays and more.

None = Users can not view or access the Workday Schedules page in System Management.

View = Allows users to view but not make any changes to the Workday Schedules page in System Management.

Change = Allows users to view and make changes within the Workday Schedules page in System Management.

Workflow:

Allows a user to view and change workflows in System Management. Workflows are used to document what occurs within an account or case and can be configured to be as basic or as complex as the creator desires.

None = Users can not view or access any features in the Workflow folder in System Management.

View = Allows users to view but not make any changes to any of the features in the Workflow folder in System Management.

Change = Allows users to view and make changes to any features in the Workflow Folder in System Management.

Users

Within the Users tab, assign active users within the Lifecycle Management Suite to be a part of the Security Group.

Screens

Within the Screens tab, assign available screens to the Security Group. If a screen is assigned, the users in the Security Group have access to the screen in the workspace.

If the security group the user is assigned to has access to the screen, by default the user has access to the screen, even if they do not at the user level.

The screens and boxes that display on the Security Group Edit screen are determined by the enabled module. For example, if loan origination is not active, lending screens are not available to be assigned and the Available and Assigned Lending boxes do not display on the Screens tab.

Workflow

Workflows can be assigned in the Workflow tab. There are three levels of access a security group can have on a workflow: None, View, or View & Execute.

None: The Security Group is not able to view the workflow history associated to the workflow nor execute the workflow.
View: The Security Group can view the workflow history associated to the workflow but cannot execute it.
View & Execute: The Security Group can view the workflow history and execute the workflow on an account, case, or person.

If the security group the user is assigned to has access to the workflow, then by default the user has access to the workflow even if they do not have permission at the user level.

In order for a user to have access to a workflow in an Area, the following criteria must be met:

The workflow must be assigned to the Area.
The user must have direct security access to the workflow or access through a security group.
For each workflow, security can be set on the Area and the User or Security Group level. This security only applies when a user enters the Workspace of an Area. For example, if a workflow is not assigned to an Area, the workflow does not appear in the Area regardless of the security applied to the workflow.
When assigning a workflow to an Area or assigning Users and Security Groups to a workflow, there are three levels of security: None, View and View & Execute. None is the lowest level of security and View & Execute is the highest level of security.

Dashboards

On the Dashboards tab, assign available dashboards to the Security Group. If assigned, the user is able to open the dashboard from the dashboard icon in the Lifecycle Management Suite ribbon.

If a user has individual permission to a dashboard, by default the user has access to the dashboard even if they do not at the Security Group level.

Views

On the Views tab, assign available views to the user. If assigned, the user is able to open the view from the views icon in the Lifecycle Management Suite ribbon.

If a user has individual permission to a view, by default the user has access to the view even if they do not at the Security Group level.

Reports

On the Reports tab, assign available reports to the Security Group. If assigned, the Security Group has the ability to view/run the reports from the reports icon in the Lifecycle Management Suite ribbon.

If a user has individual permission to a Report, by default the user has access to the view even if they do not at the Security Group level.

Areas

On the Areas tab, assign available areas to the Security Group. These assigned areas are available to the Security Group in the Areas drop-down in the Person workspace.

If a user has individual permission to an area, by default, the user has access to the area even if they do not have permission at the Security Group level.

Lending Settings

Lending Settings enables administrators to assign Application Sources and Restricted Account Types to a Security Group.

At the top of the Lending Settings tab, a multi-grid containing the following tables control which application sources users within the security group are able to process applications for:

Table	Description
Available Application Sources	Contains a list of all the application sources that have not been assigned to the security group. Upon assigning an application source the security group, it is removed from the available list.
Assigned Application Sources	Contains a list of all application sources that have been assigned to the security group.

Use the multi-grid controls to assign or unassign the desired application sources.

At the bottom of the Lending Settings tab, a multi-grid containing the following tables control which restricted account types users within the security group are able to process applications for:

Table	Description
Available Restricted Account Type	Contains a list of all the restricted account types that have not been assigned to the security group. Upon assigning a restricted account type the security group, it is removed from the available list.
Assigned Restricted Account Type	Contains a list of all restricted account types that have been assigned to the security group.

Use the multi-grid controls to assign or unassign the desired restricted account types.

When finished navigating through all of the tabs and entering in information, click Save or Save and Close to save the new Security Group and return to the Security Groups page. The new Security Group populates in the Security Groups page and can now be assigned to features throughout the Lifecycle Management Suite. Click Cancel to return without saving.

Show Creating a Security Group

To create a new Security Group, click .
The New Security Group screen appears.
Navigate through the tabs and update the necessary attributes to the Security Group.
When finished navigating through all of the tabs and entering in information, click to retain the new Security Group and return to the Security Groups page. The new Security Group populates in the Security Groups page and can now be assigned to features throughout the Lifecycle Management Suite.

Show Copying a Security Group

Select a Security Group to highlight it.
Click Copy. The Copy Security Group screen appears.
Navigate through the tabs and make any required/necessary changes to the Security Group.
When finished navigating through all of the tabs and entering in information, click to retain the new Security Group and return to the Security Groups page. The new Security Group populates in the Security Groups page and can now be assigned to features throughout the Lifecycle Management Suite.

Show Editing a Security Group

Select a Security Group to highlight it.
Click . The Edit Security Group screen appears.
Navigate through the tabs and make any necessary changes to the Security Group.
When finished navigating through all of the tabs and entering in information, click to retain the Security Group and return to the Security Groups page.

Show Deleting a Security Group

Select a Security Group to highlight it.
Click .
A confirmation message appears. Click Yes to delete the security group. Click No to return to the Security Groups page without deleting.