IMOS - Creating a New Group

The Veson IMOS Platform is the market-leading cloud solution for commercial marine freight and fleet management.

Note: The information on this page is for Veson IMOS Platform Administrators only.

To create a new group:

1. On the Security list, click  and then click New Group. The Group panel appears on the right, with the Profile tab active.
   
2. Under Group Details, enter the following:
   • A Group Name that describes the members' functions or rights, for example, Charterers, Operators, Team A, etc.
   • You can also enter a Description for the group. Please note that Description field is limited to 100 characters.
   • Select any of the following options:
     • Inactive: Inactivate the users in this group.
     • Security Admin: Make the users in this group Security Administrators.
     • Authentication Only:* Disable all group rights to the current Platform site. If you have multiple sites (for example, test and production), you can select or clear this check box per site.
     *The users in this group type do not count against your Platform license limit.
3. Under the Members heading, to add or remove a group member, click the user's check box.
    = The user is not a member of the group.
    = The user is a member of the group.
   
   Note: We recommend that you do not assign the Administrator to any groups, but assign all rights individually. As a member of a group, the Administrator might be denied rights if the group has any rights actively denied.
    
4. To assign group rights to modules and objects, click the Access Rights tab.
   
   1. Under Module Rights, you can assign module rights by module, by area within a module, or by item within an area. See About Groups, Users, and Rights.
      
      • To assign the same rights for the whole module, click the module's check box. To change to a different right, click again. Each time you click, the right changes.
      • To expand the list of areas in a module, click .
        • To assign the same rights for the whole area, click the area's check box. To change to a different right, click again. Each time you click, the right changes.
        • To expand the list of items in an area, click .
          • To assign rights for an item, click its check box. To change to a different right, click again. Each time you click, the right changes.
        • To collapse a list, click .
           
      Note: A user's rights include the individual user rights plus the rights from any groups to which the user belongs.
      
      
   2. Under Object Rights, you can assign object rights by object type or by individual object. See About Groups, Users, and Rights.
      
      
      • To assign the same rights for all objects of an object type, click the object type's check box. To change to a different right, click again. Each time you click, the right changes.
      • To expand the list of objects of an object type, click .
        • To assign rights for an object, click its check box. To change to a different right, click again. Each time you click, the right changes.
      • To collapse a list, click .
      • When you finish creating the group, click Save.

Note: 

A user's rights include the individual user rights plus the rights from any groups to which the user belongs.

As a Security Administrator, if you change your own settings, you do not have to log out and log back in for the changes to take effect. Any open forms will have the new security settings the next time they are opened.

CFGEnableCompanySecurity has to be enabled in order for the objects rights to successfully take effect.