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Need to be able to tell what roles a security class is linked to

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Debra
Basic Member
Posts: 5
Basic Member
11/3/2021 4:08 PM

    I know what people are attached to a specific role and what security classes are attached to that specific role.  My problem is finding out from a security class perspective what roles are attached to a specific security class before I make a change to the security class.  Then I would know who all would be affected by the change. 

    Dave Amen
    Veteran Member
    Posts: 75
    Veteran Member
    11/3/2021 4:19 PM
      Hi Debra,
      When you're in the Security Admin tool looking at the list of Security Classes:
      - Click ONCE on the Security Class (it turns yellow)
      - At the top, click the tab which reads: "Roles Assigned"

      That pops up a list of all available Roles on the left, and the ones assigned to your Security Class on the right.
      You can add or remove Roles from your SecClass using the arrow buttons right here!

      Regards,
      Dave
      (303) 773-3535
      Kate
      Basic Member
      Posts: 7
      Basic Member
      11/3/2021 4:34 PM

        Nice Dave!  I never knew it was that easy.  I always ran a role/security class report and put into excel to get it.  This is much quicker!

        Debra
        Basic Member
        Posts: 5
        Basic Member
        11/3/2021 4:49 PM

          Thanks Dave!  That works!

          Dave Amen
          Veteran Member
          Posts: 75
          Veteran Member
          11/3/2021 5:17 PM

            Glad I could help!

            Advertisement here (read if you wish): if you'd like to go to the next level (see which Users have which SecClasses, which SecClasses include and/or share screens, which users are using which screens and whether they're changing, inquiring, etc., and then drill all around and through security in S3 or Landmark), the Kinsey reports (www.kinsey.com) are great for that!