Adding Security

If your Sage 300 system requires user passwords and security profiles, you need to create Security Groups and assign user security to Extender. All other setup options can only be run by the ADMIN user.

For information on activating security and setting up security groups, refer to the System Manager online Help (choose the Help menu on the Sage 300 desktop) or review the chapter, “Setting Up Security,” in the System Manager Administrator Guide (or the System Manager Setup Guide if you are using Sage 300 Standard).

Assigning Extender security

Using the Security Groups form in the Administrative Services folder, you can assign the following security tasks to Extender.

Security Group Description
View Logs Can view logs populated by Extender
Edit Scripts Can Edit and Run Extender scripts using VI1001 and VI1008.
Run Scripts

Can Run scripts from the Extender Setup screens.

Note: You don't need to give Run Scripts Security rights for Extender View or UI scripts to be active.

Access Modules Screens Can import and export modules
Access Setup Screens

Access to all setup screens, including Custom Tables and configuring Email Messages.

Note:

This includes the following Security Groups: Access Modules Screens, Configure Events and Run Scripts -

To Edit Scripts, you need to select the "Edit scripts" group too.

Configure Events Can attach existing events to View and view fields.
View Custom Table records

Can access Extender's Custom Table Editor to view records in all custom tables.

Note: You don't need access to the Custom Table Editor for a script to use the custom table values in an Extender script or an Information Manager Note.

Edit Custom Table Records

Can access Extender's Custom table Editor to view, add, edit and delete records in all custom tables.

This security group only controls access to Extender's Custom Table Editor This doesn't control the rights to View/Add/Edit or Delete records in the custom tables. If you are using a custom script to maintain custom table records, you need to make sure that only the relevant users have access to the custom script.
View All Workflows User can view all workflow instances in the Console (whether they are assigned to it or not).
Modify All Workflows

User can reassign workflows. This is required to use the default Reassign Action or the Delete button on the Workflow Console, even if the workflow is assigned to the user.

User can progress all workflows, even when not assigned to a workflow.

View Workflow Logs User can view the workflow logs for all workflows using Workflow Inquiry screens.
Configure Workflow

Configure Workflow templates and related entities in Extender Setup.

You have read/write access to Workflow Templates, User Groups, Workflow Colours, Workflow View Defaults and Workflow Rules.

Configure Workflow Rules

This security group is for users who need to configure the business rules for workflow approvals and notifications.

Read/write access to Workflow Rules (VI1019), User Groups, Workflow Colours, and Message Templates (VI1004)

Extender security and workflow users

Note:

A Workflow User license is required for each user who needs to access Extender Workflow functionality to approve and progress workflow.

  • Extender Workflow Console: The console lets users monitor workflow instances, drill down for detail, and progress workflows that have been assigned to them.

  • Start or progress Extender Workflow using the Icons on Sage 300 screens.

  • View workflow history using configured icons on Sage 300 screens.

  • Access Extender Audit Logs via icons configured on Sage 300 screens to view the detailed history of logged records.

  • Approve or progress workflow using TeamWork

Custom Table Security

If you need more granular security on custom tables, where some users can view records in certain custom tables, and edit in other tables, for example, you cannot use the default Custom Table Editor. You would need to write a custom script that controls who can view/add/edit/delete records in the various tables.

Script Runner icon

The script runner icon (VI1007) is added to the Sage 300 desktop for all users. It is required for adding Extender UI scripts to Visual Process Flows. It does nothing if you just run the icon.

At this stage, it cannot be removed.