Customize Security with Custom WebApp Groups Using DSP Add-Ons

An Administrator can use DSP Add-Ons to create custom security for delivered WebApps or custom WebApps. By creating Custom WebApp groups, users can easily customize access for pages depending on any organizational need. For example, WebApp groups could be created for departments, to group pages that are used to perform certain tasks, or to grant access to a page to a limited number of users.

NOTE: To access DSP Add-Ons, the user must be logged in with the Administrator account.

To customize security with DSP Add-Ons at a high level:

  1. Add a WebApp group to a component.

  2. Add pages from the component to the WebApp group.

    NOTE: The ability to view, add, update or delete records on a page can also be set for a WebApp group.

  3. Assign security roles to the WebApp group.

  4. Assign users to the security role who should access the pages using the WebApp group.

    NOTE: WebApp groups must be published before they can be used by the platform.

To customize security:

  1. Click DSP Add-Ons in the Navigation pane.

  2. Click Web App Groups for a WebApp.

    NOTE: If no records exist, the page displays in add mode. Otherwise, click Add.

    View the field descriptions for the Groups page.

  3. Enter a descriptive name in the GROUP NAME field.

    NOTE: This could be the name of a department, such as Sales or HR.

  4. Click Save.

  5. Click Pages.

    NOTE: If no records exist, the page displays in add mode. Otherwise, click Add.

    View the field descriptions for the Group Pages page.

  6. Select the name of the page in the selected component that should be assigned to the WebApp group from the PAGE ID list box.

    NOTE: By default, security access is set to allow all functionality associated with the page. To remove access to certain functionality for the user who will be assigned to this WebApp group through a security role, disable the check boxes as needed.

  7. Click Save.

    NOTE: The page remains in add mode to simplify adding multiple pages to the WebApp group. When all pages have been added, click Cancel.

  8. Click Security Roles on the Groups page.

    NOTE: If no records exist, the page displays in add mode. Otherwise, click Add.

    View the field descriptions for the Security Roles page.

  9. Select the security role from the ROLE ID list box.

    NOTE: Security roles installed with the platform and custom security roles display. Refer to Create Security Roles for more information.

    NOTE: The page remains in add mode to simplify adding multiple security roles to the WebApp group. When all roles have been added, click Cancel.

  10. Click Publish To Framework on the Groups page. The WebApp group is then assigned to the security role, and all users assigned to that security role can access the pages in that WebApp group.

  11. Assign users who should access the pages using the WebApp group to the security role. Refer to Assign Users to Security Roles for more information.

    NOTE: These WebApp groups will then be active, and the users assigned to the security roles will access the pages as determined by the WebApp group settings.

    NOTE: Custom WebApp groups created with DSP Add-Ons can be republished to the framework if changes are made. When upgrading the platform during an installation, these WebApp groups will not be overwritten and can be published to the framework again after the upgrade.