Security

On the Security tab, Admins can create security roles with custom permissions. To create and manage these roles, you must have the View/Edit all users permission assigned. Use custom roles to grant the appropriate permissions to individual users if their security needs differ from the permissions provided by the four default roles (Admin, Marketing Staff, Producer/Broker, and Servicing Personnel). You can edit or copy existing custom roles, and you can delete unneeded custom roles with no users assigned.

To allow non-Admin users to use the Content Assist feature, you must assign them a custom role with the Compose with Content Assist permission enabled. The Content Assist feature is only available if your organization does not have Active Directory authentication enabled in Configure > Security > Logins in Applied Epic.

To allow non-Admin users to create lists accessible by all users regardless of their Applied Epic structure access, you must assign them a custom role with the Assign All Structures permission enabled. You can only use Structure Access functionality (which allows you to limit list access to lists, campaigns, and reports based on users’ Applied Epic structure access) if your organization does not have Active Directory authentication enabled in Configure > Security > Logins in Applied Epic.

Default roles cannot be edited or deleted, but you can copy their permissions to a new custom role if you want to create one with similar permissions. Click on a role in a list to view the users assigned to it and view or edit its permissions (if applicable).

Assign roles to individual users on the Users tab. To minimize confusion and ensure that each user has only the necessary permissions, Applied recommends assigning only one role per user. Users with multiple roles assigned are granted all permissions from each role, which may be confusing. See User Management for more information about assigning roles to users.

Click Configuration on the navigation menu and select Configuration Basics. Then click the Security tab.

Add a Role

Create custom roles to grant specific permission sets to users. Each role must have a unique name and at least one permission checkbox selected.

1. Click the + Role button to open the Add Role page.
2. Enter a unique name for the role.
3. In the Security Permissions section, select the checkbox for each permission you want to apply to this role.
4. Click the Save button to create the role.

Edit a Role

If necessary, you can edit the name and permissions of an existing custom role. Each role must have a unique name and at least one permission checkbox selected. You cannot edit the default roles.

1. Locate the role in the list. Click on a column heading to sort by that column. To reverse sort, click the column heading again.
2. Click on the role to open the Edit Role page.
3. If necessary, edit the role’s name.
4. Change the Security Permissions by selecting or deselecting checkboxes.
5. Click the Save button.

Copy a Role

You can quickly copy an existing role’s permissions to a new custom role, which you can then modify as needed. Each copied role must have a unique name.

1. Locate the role in the list. Click on a column heading to sort by that column. To reverse sort, click the column heading again.
2. Click the role’s Copy link.
3. The Copy Role pop-up window displays. Enter the New Role Name.
4. Click the Create Copy button to display the Edit Role page. The original role’s permissions default on the copy, but you can modify them if needed.
5. Click the Save button to create the role.  

Delete a Role

If a custom role is no longer needed and no users are assigned to it, you can permanently delete it. You cannot delete default roles.

1. Locate the role in the list. Click on a column heading to sort by that column. To reverse sort, click the column heading again.
   If the user count shows that any users have the role assigned, you cannot delete it. You must remove it from those users first. See User Management for more information about changing users’ role assignments.
2. To delete the role, click its Delete link, or click its name to open its Edit Role page. Then click the Delete button.
3. When prompted, confirm the deletion.